How to loop through a list of documents retrieved from idm using the /items/search api

I hope someone can provide a tip here . I am using the items/search api to retrieve some documents based on a date attribute for documents that are for example insurance policies that have an expiry date. The idea is to have a workflow that runs the api and retreives all documents that are due to expire. The issue I have is how to extract multiple documents and process or loop thorugh each one in turn. In ionapi when I run the query I get a list of all docs , but in workflow I only get the 1st document, so not sure how to get the next etc. The documents in this case are already added so are not triggered by a sync bod where I can trigger a workflow on each document, I am just querying IDM to get a list of documents and then I need to send a task for each or even a task for all of them if I can list them in the task somehow.

Thanks !

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Kevin Heiman

We have done this for a couple of sites. I suggest an ER be raised to drive an enhancment.

I will see if I can find a resource to share the technical parts, but it was not too complicated. Run the Document list API with a filter that are your required criteria, such as a Date attribute that is within 60 days, use a splitter to break into individual documents, then filter more if needed, then for each send a Task to a group to review.

gsingh

Hi Kevin, Thanks for the help and if you have some technical parts to share that would be great. Thanks.

Kevin Heiman

what parts do you think you need help with?

the API call would using the item seach with string would be something like:

which would return a XML message with all of the documents.. start of which would look like this:

?xml version="1.0" encoding="UTF-8" standalone="no"?>
  <items <span class="hljs-attr">xmlns="<a href="http://infor.com/daf">">http://infor.com/daf"</a>>
    <searchXQuery>/MyMSDS[@LASTCHANGEDTS &lt; "2023-11-01T05:00:00Z"]</searchXQuery>
    <searchCount>75</searchCount>
    <item>
      <createdBy>6CE1122D-3699-4EFE-BD52-E727A4CCA3BA</createdBy><br /> ...........

You would then split that into individual using splitter.

Then for each you can process/ route/ filter more if needed.

Then run a workflow to start a buisness process to address the items in the filtered list.

You could set a status property to inidcate under review...

As well as in the end of the process flow write back a comment and or status to the document.

or just let the users work it off thier InBox tasks with a link to the documennt.

gsingh

Hi Kevin

Thanks. I will give that a try and see if there are any further issues. Thanks for your help ! Gurmaj

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