Performing the Document Triage

Now we execute the example to start the Document Triage with documents that we upload to the Loan Applicant process and data we enter to our Business Object. To start deploy models DocumentRequestPredefined.xpdl and DocumentTriageExample.xpdl. Then proceed with the instructions in the following sections:

Starting the Loan Application process

Start the Loan Application process:

  1. Click the Loan Application process in the Workflow Execution perspective.

    Start Loan Application Process

  2. Enter values in the data fields for your structured data and complete the activity.

    Enter Values

  3. The subsequent Document rendezvous activity is hibernated waiting for the incoming documents.

Starting the Document Triage process

Now start the Document Triage process:

  1. Click the Document Triage process in the Workflow Execution perspective.

    Start Loan Application Process

  2. Attach some documents to the Document Upload activity including one Tiff document containing several pages and complete it.

  3. The Document Request panel opens for Document Triage.
  4. Select the Business Object

  5. The Data Panel opens. In the Business Object table select the Business Object instance.

    Example Index Screen

  6. The pending Loan Application process is displayed in the Pending Processes tree accordingly.

    Pending Processes

Viewing details on the Loan Application process

To view details on the process history of the Loan Application process, click the Info icon on the right side of the Loan Application node.

Open the Process History
Figure: Open the Process History of the Loan Application

The Process Details view opens. Expand the Process History panel. In the Activity table, you see that the Document Rendezvous - Loan activity has the status Hibernated.

Process History
Figure: Viewing the Process History Activity Table

Dragging documents to the Pending Document Request node

To complete the Document rendezvous, we drag required documents to the nodes for requested documents of the Pending Document Request node.

  1. Drag a document from the Document panel to the PaySlip node of the Pending Document Request node.

  2. Expand the Tiff document that contains several pages. Select one of the pages and drag it to the ID node of the Pending Document Request node.

  3. A confirmation dialog opens to confirm the creation of a new document with the dragged page.

    Split Confirmation Dialog

  4. Now the document icons beside the Pending Document Request sub-nodes are indicated as filled.

  5. In the tooltip of the ID node, you can see the name of the newly created document.

    Tooltip

Completing the Pending Document Request

Now that the required documents are uploaded, the Pending Document Rendezvous can be completed. Click the icon on the right side of the Pending Document Request node to complete it.

Complete the Document Rendezvous
Figure: Complete the Document Rendezvous

The process is now removed from the Pending Processes tree.

Continuing with the Loan Review activity

Viewing the Process History of the Loan Application again, we see that activity Document Rendezvous - Loan now is completed and activity Loan Review suspended.

Process History
Figure: Viewing the Process History Activity Table

In the Process Documents section, you see the documents that were attached during the Document Triage:

Process Attachments
Figure: Process Attachments

In the Workflow Execution perspective open the user worklist.

Worklist
Figure: Loan Review activity is available in worklist

Start the Loan Review activity.

Start the Loan Review activity
Figure: Start the Loan Review activity

The activity displays the entered Business Object values.

Loan Review
Figure: Loan Review

If you select the Show Completed checkbox in the Document Triage Pending Processes screen, the completed Loan Application process is displayed.

Completed Process displayed in Document Triage screen
Figure: Completed Process displayed in Document Triage screen