How it works

In the process of a category, we can define a set of automatic actions taken when moving through a transition. One of them is the “New document” action:

 

This feature allows you to create a new document from another category and thus link several workflows.

 

The New Document window allows you to choose the category of the document to be created:

In this window, the “Only when the following condition is met” option allows you to write a JavaScript formula to decide in which cases the document should be created.

 

The formula should return a boolean value (true/false) indicating whether the condition is met based on the values of the original document fields:

 

What it is used for

This functionality has many applications. One of the most interesting is to create several “New Document” actions of different categories in the same transition and configure the formulas of each of them so that only the appropriate one is fulfilled in each case.

For example, a Request category when moving through a transition of its process can create: a new document from the Cancellation category or a new document from the Change category. You can configure the creation of the two documents and the formulation of both actions so that only the appropriate one is executed depending on the type of request.

 

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