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o If using user prompts for placeholders, documents cannot be composed by
workflow except in ad hoc tasks so that the user will be prompted to enter
those values. The Compose Document action will fail if used in system or
timer work when the template requires user input.
o If a user enters a value for a prompt that is stored to a keyword value and the
length of their entry exceeds the size of the keyword, the document will not
be created.
Steps to Complete in OnBase Studio
If the composed document is entering workflow, ensure the initial queue(s) the document
enters do not include system work. Include any necessary processing on a timer on the
initial queue. Any problems encountered during system work will cause Document
Composition to fail.
Refer to the Workflow MRG for more information on configuring Workflow if necessary.
Composing Documents Using Workflow
Use the Compose Document action to compose documents in Workflow. This can not be
executed in the web client.
If using user prompts for placeholders, documents cannot be composed by workflow except
in ad hoc tasks so that the user will be prompted to enter those values. The Compose
Document action will fail if used in system or timer work when the template requires user
input.
More information is available in the Workflow MRG (Compose Document) and the
Document Composition MRG (System Interaction - Workflow)
Sending Composed Documents Using Workflow
Whether documents are composed ad hoc by users or by workflow processing, another life
cycle can be used to send the composed document to the intended recipient(s).
Configuration considerations for sending composed documents using workflow:
• Consider how the recipient address will be determined. If you want to use a keyword
value, you will either need to have this value on the source document so that the
composed document can inherit the value, index the composed document with the
value manually upon creation, or use a script to retrieve the email address based on
Student ID.
• Do not configure email settings on the template. All the notification configuration
should be done within workflow.
• The composed document will be sent as an attachment.
Steps to send composed document using Workflow:
1. Configure a life cycle with the destination document type for composed documents
assigned to it.
a. If other documents will be added to this document type (and they don’t need
to be sent), you’ll need a method to distinguish them from the composed
documents that need to be sent.
b. Alternatively, it may be best to use a separate document type for the
composed documents. They can be moved to a different document type after
the notification is sent if desired.