Skip to main content

Create Document

The Create Document object creates an instance of the desired form and assigns it to the Document object on the flow. This object is included in the flow by connecting to other flow objects with connecting arms. As soon as the flow step passes through the Create Document object, the form to which the defined Document object is linked is created in the system.

CAUTION

The Create Document object is an object used to create the form defined in the document object in the old flow template. When the Document is inserted into the Start of Flow object in the new flow template, the form is created when the process is sent to the next step. You can use the Create Document object to branch the flow and create the document in different places.

> New flow template Create Document > Old flow template Create Document

In the new flow template, there is no record over the database because the document will not be created until the process is started. Clicking on the menu in the old template creates a record in the database because it will pass through the Create Document object.

Before objects such as Position, Position Group, Information, in which a Document object can be defined, the Document object defined in them must be created using the Create Document object. Otherwise, other flow objects to which the Document object is attached will not be able to display the corresponding document and an error will be received by the system.

From the toolbox panel, the Create Document object is dragged and dropped onto the form. Clicking the Create Document object will list the properties that the object has in the Property Viewer panel.

When clicking on the Create Document object, there are "Appearance", "Properties" and "Events" tabs in the Property Viewer panel.

Create Document

Appearance

Text Configs

'Object Name' - The name of the object to be used on the system side. On the code side, the object is accessed by the value that is written in the object name field.

'Caption' - The area where the object's title text is entered.

'Is Lock' - This field is activated if the object is not to be moved at the time of design.

'Size' - The part where the width and height of the object are adjusted.

Properties

Documents

'Document' - The space lists all the Document objects found in the flow design. Whichever Document object is defined to associate the form with the Create Document object, the relevant Document object will be selected from here.

Create Document

With the 'Type' - Create Document object, the choice is made whether to create a new document or define an existing document in the object. The field lists three options: "None", "Create new form", "Add existing document".

  • When the Create new form option is selected; The Creator, Process, Form, View, Create Id fields appear on the screen.
FeatureDescription
CreatorThe Creator section lists the Flow Initiator and Position objects used in the flow design. It is from this field that the position on which the document will be created on behalf of is selected.
ProjectIn the Project section, the name of the project that contains the form to be created is selected.
FormIn the Form section, the form to be created will be selected.
ViewIn the View section, select which view of the form will be created. If no extra view is set on other flow objects that can display documents, such as Position, contacts will default to the view created here.
Create IdIf the Create Id option is selected, the generated form is assigned a form Id number. In addition, there is no need to use the Set Document ID object.
Panel SizeWhen viewed in the web interface of the selected form, it is used to determine the width of the panel when the form is opened in the panel type.
  • When the Add existing document option is selected; The Path Type, Path Source Type, Value fields appear on the screen
FeatureDescription
Path TypeThe selection of the data with which the form in the system will be introduced to the Create Document object is made. This field lists the "Full path" and "Form no" options.<br/>``````<br/>When the Full Path option is selected, the path of the form to be defined to the Create Document object in the Document Management System must be given as a value.<br/>If Form No is selected, the Form Id (Global Id) number of the corresponding form must be given to the object.
Path Source TypeThis section specifies where the form to be introduced to the Create Document object will get its full path or form id information. This field lists the "Constant Path" and "From Variable" options.<br/>``````<br/>When the Constant Path option is selected and the Value field is clicked, a window will open where the path to the corresponding form can be selected from the Document Management System.<br/>Selecting From Variable lists the Function and Variable objects in the flow design from the Value field. The flow object that gives the Create Document object the full path or Form ID of the form to be defined is selected from this field.
ValuePath is the field in which the selection will be made in Document Management or the Variable object will be selected based on the selection made in the Source Type field.
Panel SizeWhen viewed in the web interface of the selected form, it is used to determine the width of the panel when the form is opened in the panel type.

Relations

If the document selected in the 'Upper Document' object has a parent document, the Document object to which the parent document is linked is selected from this field.

'Caption' - The area where the title information of the associated document is defined.

INFO

It is checked by the system that the attached properties on the object are correct. When a missing feature is found, a red exclamation point icon can be displayed on the object, and hovering over the icon with the mouse pointer can display what is missing or incorrect.

Create Document

Events

Events

The events owned by the Create Document object are located in the "Events" tab in the Property Viewer panel. Each event is triggered at different runtime moments, performing its own unique operations. Code written by the developer to these events is also executed at the time the corresponding event is triggered. To write code for any event, double-click the appropriate event line from the Events tab. The screen is directed to the flow code editor section named "FlowName.cs" and the method block for the clicked event is automatically created. The developer can construct any code block he wants in this method. Next to the event whose method is created on the code side by clicking from the Events tab, the method name information is automatically generated and the relationship between the event and the method is specified.

Create Document