qbo3 Document Review Workflow

Question

I have a series of documents in a document imaging system that need to be manually reviewed.

I can query the relevant documents from my data warehouse via an API call (Process/DataWarehouseDoucmentQuery), which will return data along these lines:

Account	Document	Status	IndexId
12345	Document A	Late	9876
12345	Document B	Late	5432
12345	Document C	Late	1098
23456	Document A	Late	7654
23456	Document D	Late	3210

The goal is to:

Create a Task for each document
Create a Workflow for each document
Group the documents associated with the same account under common Process

Eric Patrick · Answer 1 · 2021-04-14T11:30:33.457

Configuration should include:

Create a Workflow Template, perhaps named Document Review, that applies to Attachment
- Add a Task to this workflow, perhaps named Document Review

You can use qbo's ImportFile/BatchApply feature to create a scheduled job along these lines:

Query: Process/DataWarehouseDoucmentQuery Action:

Attachment/Save?
  Attachment={Document}
  &SubscriberID={IndexId}
  &Status={Status}
  &Decisions_DocumentReview_Decision={Document} Review
  &Process={Account}

More detail on the parameters you are passing:

Parameter	Description
Attachment	This is the same as the name of your document; adjust as you see fit.
SubscriberID	This uses qbo's Subscription pattern to ensure you don't create duplicate documents. This assumes that your IndexId is effectively globally unique in your environment.
Status	Since it's part of your data warehouse query, might as well map it to `Attachment.Status`.
Decisions_DocumentReview_Decision	Any qbo object can save related table data by specifying `{Child}_{Template}_*`. Note that when passing `Template`, you should remove any non-alpha-numeric characters from the template name.
Process	The `Attachment` module is based on qbo's `GenericObject`, which can be a 'child' of any other object. In this case, the `Attachment` will be bound to a parent `Process`, which will be created on the fly if required.

Note that creating a parent Process record as detailed above required that the application setting for GenericParentClasses include Process. This can be verified from the Configuration > Modules > Matrix > Settings panel.

An alternative to adding Process to GenericParentClasses is to specify both an Object to indicate the parent, and {Object}_* to indicate parent field values:

Attachment/Save?
  Attachment={Document}
  &SubscriberID={IndexId}
  &Status={Status}
  &Decisions_DocumentReview_Decision={Document} Review
  &Object=Process
  &Process_Process={Account}
  &Process_OpenedReason=Just a Stack Overflow Example

qbo3 Document Review Workflow

1 Answers1