Configuring a Supporting Documents Workflow

If configured to do so, Workflow can show all related documents for any selected item in the workflow grid. Workflow searches for documents in the doc-link database (not workflow) sharing the same key properties. If matches are found, they will be displayed 1) alongside the primary document type in the Workflow Search Results window, or 2) in a secondary Supporting Documents window.

For example, if a supporting documents workflow is created for vendor invoices, the user can view the invoice (primary document type) and related purchase orders and delivery receipts (supporting document types) automatically from this secondary window. What links all three document types together are key properties such as vendor ID and purchase order number.

Key properties are those properties designated as ‘Supporting Property’ or 'Require Value' equals True in your workflow configuration.

To configure a workflow to display supporting documents:

1. Open the Workflow Manager.
2. Select a workflow from the list in Workflow Explorer.
3. Expand the Properties folder in the Workflow Explorer and select the property in your workflow configuration used to link supporting documents to the primary document type. For the property, set the Supporting Property option to True.
4. Save your workflow, exit the Workflow Manager, and test your configuration.

When using the doc-link Workflow window, it is important to note the distinction between Supporting Documents and filter behavior. Supporting Documents returns documents found in the doc-link database matching ‘Supporting Property’. If a user enters a value in the filter box, the application will first search for matches in workflow based on the configured "Search On Property." If no matches are found in workflow, a message box appears asking the user if they wish to expand the search to include documents in the doc-link database.

Configuring a Drill-down Documents Workflow