Workflow: retrieve a document from IDM and attach it to a task

Hello,

in my use case I have a workflow in which I'd like to retrieve a document from IDM and attach it to a Ming.le task so it can be read by the end user(s).

I can accomplish that with a Drill Back to IDM, but the customer's specific requirement is that the file is attached to the task itself.

I've asked how to retrieve the document data via the IDM stream API, but workflow activities don't support streaming:

https://community.infor.com/infor-ming-le/f/infor-document-management-idm/27696/download-idm-document-using-workflow

Is there another API that I can use in order to attach the document to the task without actually having to stream the data into the workflow activity? (maybe providing the pid of the document, etc..).

Thank you for your help,

Federico

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unknown

Federico,

that's an interesting use case, and while I don't think we can currently do that, it may be possible... I will investigate! Maybe someone else will jump in show us!

David

Danil Klemeshov

Hello Federico,

We are now beginning to explore the possibility of adding the ability to link existing IDM documents to workflows, tasks, alerts.
Could you please describe your use case in more details?

Regards,
Danil.

Raghavender Hariharan

Federico,

This is possible but using a different route. We have a working prototype which if you are interested to see I can explain and see if that works out for your business case. Below steps are part of prototype

1. Workflow starts and generates a Sync.PulseTask BOD.

2. Rather than having ION API called from Workflow for streams we use a Document Flow Which supports stream.

3. Document Flow picks up Sync.PulseTask BOD and picks up the Document stream (Octet-stream) which then has to be converted into BASE64 using script to be uploaded into Task.

4. Sync.PulseTask will have WorkflowID, AttachmentID which can be used.

We have this POC working for the other way around i.e Document from Task to IDM but this approach works for your business case as well.

Please NOTE that:

This is not the best approach because the best way to have the IDM documents in the task is always a Drillbacks but this is something achievable as i mentioned above.
This is a prototype for MT Cloud only.
This is not a straightforward solution but works for the problem statement.

unknown

Hi Raghu,

thank you for the feedback! We'll look into it to see how we can work it into our scenario.

Federico

unknown

Hi Danil, a sample use case would be:

- EAM sends a Sync.MaintenanceOrder BOD to ION. The BOD references a work order that as documents associated to it in IDM
- ION triggers a workflow and sends an activity pulling data from the BOD
- MISSING: documents attached to the work order are pulled from IDM and attached to the activity

This would give immediate visibility to the documents without having to jump through applications using a drillback.

Thank you,
Federico

dustin-hughes

Hi Raghavendra

Thanks for this. I have got this whole process working using a fixed workflow id. What API call are you making to retrieve the workflow ID?

DM9346

What kind of conversion shall we do for the octet stream?

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