Documents Unit

Documents Unit

Documents Unit Overview

A Documents Unit in a flow diagram handles document-related operations within a workflow. It’s commonly used to store or retrieve document-style records, such as JSON or XML.

What it does:
  1. Manages document objects in the workflow.
  2. Provides actions such as: 
    1. Create a new document.
    2. Retrieve an existing document.
    3. Update document metadata or content.
    4. Delete a document.
  3. Often interacts with a document repository or content management system (CMS).
How it works:
  1. Input: Document ID, file path, or metadata from previous steps.
  2. Action Selection: 
    1. Create: Upload or generate a document.
    2. Read: Fetch document details or content.
    3. Update: Modify metadata or replace content.
    4. Delete: Remove document from storage.
  3. Output: Document object or status (success/failure) for next steps.
Use case:
  1. Document Workflow: Fetch a scanned invoice for OCR processing.
  2. Integration: Store generated reports in a document repository.
  3. Compliance: Update metadata for audit tracking.
Visual Representation




    • Related Articles

    • Edit Documents Unit

      Edit Documents Unit

    • Edit Documents Unit (Store Operation)

      Overview A Documents Unit in a flow diagram handles document-related operations within a workflow. It’s commonly used to store or retrieve document-style records such as JSON or XML documents. What it does: Manages document objects in the workflow. ...

    • Edit Java Class Unit

      Overview A Java Class Unit in a flow diagram represents a step where the workflow invokes custom Java logic packaged as a class. This is commonly used to extend the functionality of built-in units by writing Java code. This unit allows developers to ...

    • Java Class Unit

      Overview A Java Class Unit in a flow diagram represents a step where the workflow invokes custom Java logic packaged as a class. This is commonly used to extend the functionality of built-in units by writing Java code. This unit allows developers to ...

    • FTP Call Unit

      Overview The FTP Call Unit is an action unit in the Flow Editor/Designer that enables a flow to connect to an FTP/SFTP server to perform file-based operations during execution. This unit allows automation flows to securely transfer, retrieve, or ...