Customizing Workflow

The following example illustrates how to attach documents to PEUPPE in Workflow Designer.

From the "Insert" menu select "Activity." Give the activity a description appropriate to the type of attachment this will be. Once that is complete, select the "Next" button.
From the "Who" section, select "Person" (person who will be doing the attachment) or "*User Triggering Workflow" to use the same BusinessPlus user that was used to scan the document.
From the "Action" section, select Process. Click the "Settings" button to enter in the necessary information. In the "Process" field, enter the BusinessPlus screen file name. For example, "PEUPPE.asp" would be the PEUPPE screen.
In the "Options" section, enter the lines to add the appropriate BT20 object for that screen and the DocId reference. For example, "ADD BT20.PENameMaster DocId"
Click "OK" to complete this section.
Click "Next" and "Finish" to finish adding this activity.
Holding the shift key down, click the "Start" icon and then click the activity you just added. This will create a transition from the start to the activity.
Double-click on the transition to view the "Transition Properties."
From the Data Elements list (Conditions tab), select the "AttachId" field. This field directly references the Attach Definition IDs for Documents Online's Databound Attachment Definitions.
Now select the "=" button from the Operations list.
Click in the editable section to the right of the "=" sign that was just added for you and enter in the name of the Attach Definition ID you are going to reference. For example, {AttachId} = "PEATTACH"
Click "OK" to complete this section.
When holding the shift key down, click the Activity for this process and click the "End" icon. This will effectively complete the action. If you desire other activities such as e-mail notification or other workflow tasks, consult the Workflow documentation for additional options.