• RE: Move Documents to a different Cabinet with Workflow

    Michael

    did you consider using a workflow to be triggered by an autoindex.
    In the workflow you can use the endpoint transfer /FileCabinets/Task/Transfer
     
  • RE: using API to copy document from file cabinet to tray

    @Helmut

    you can also use the Docuware Platform API web service in a workflow and call the /FileCabinets/Task/Transfer endpoint [POST]  
  • RE: Get user email address as Global variable in workflow designer

    Yes this is possible using the endpoint GET Organization/UserByID?userId={userId} of the web service linked to Docuware Platform API 

    create workflow variable userId_U of type 'user of a group' and assign appropriate use account your want retrieve the mail address
    in the request, select the query tab and map the userId field to the workflow variable UserId_U
    in the Assign data, select the JSON path (once you've sent a request) $.EMail to workflow variable of type text

    Hope this helps...
  • RE: Use Docuware Forms without create a PDF

    Mayra<br> <br> this is possible when using a make.com scenario (see attached screenshot)<br> <br> use a webhook based on a 'new document' event on a given file cabinet<br> make sure you have the docid of the document as a parameter (json configuration of the webhook in docuware)<br> <br> In the scenario add Docuware module - Delete File, enter the parameters from the webhook module<br> <br> filecabinetguid &amp; docid<br> <br> and enter 1 in File position (to delete the first and only file (pdf form date) of the document)<br> <br> that's it<br> <br> please see attached files for more context<br> <br> <br> <br> &#160;
  • RE: Multiple Choice values into a workflow

    <span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Did you consider using a keywords field linked to a records data (File cabinet) external select list ?</span></span></span><br> Then in the workflow iterate through the keywords and retrieve a value to each based on a query on record data set in a settings File cabinet with Key -Value pair<br> Example&nbsp;<br> keyfield = Choice2&nbsp;<br> valuefield = 4<br> <br> Settings File Cabinet structure (index fields)<br> keyfield (text)<br> valuefield (numeric)<br> <br> so it looks like<br> keyfield&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;valuefield &nbsp;<br> Choice 1&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;6<br> Choice 2&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;4<br> Choice 3&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;0<br> &nbsp;
  • RE: Form Select List Limit-1534361625

    If I remember well, the csv file size is limited to 4Mb.
    So please check to remove whitespace while creating an export in Excel
    Did you specify a filter on the external list ?