Documents Unit

Documents Unit

Documents Unit Overview

  1. Purpose: 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.
  2. 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).
  3. 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.
  4. 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.
  5. 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. ...

    • Queue Unit

      Queue Unit Overview Purpose: A Queue Unit in a flow diagram manages asynchronous processing by placing transactional messages into a queue for later handling. This unit helps to process where messages need to be processed in sequence or by different ...

    • FTP Call Unit

      FTP Call Unit Overview Purpose: 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 ...

    • Java Class Unit

      Java Class Overview Purpose: 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 ...