Create a process automation to view files

Create a new process automation to the files.

Procedure

  1. Create a new process automation and name it View a File Process. Use Process Composer to design the new process automation.
  2. Click the Start node (green icon) to add the first node as the entry to your process automation. The Start dialog displays with relevant fields.
  3. Click the Browse option in the Select initial data field to search for a form.
  4. Click the Browse tab in the Find a form dialog.
  5. Select the Select File Form form that you previously created as the first form.
  6. Click Choose to confirm.
  7. Enter Select File as the title in Request title field. Leave the rest of the entries as is.
  8. Click Save.
  9. Drag and drop the Form Task from the Task column to your process automation.
    The Task: Form Task dialog displays.
  10. Enter File as the element name in the Element name field.
  11. Click the Browse option in the Select form field to search for a form.
  12. Click the Browse tab in the Find a form dialog.
  13. Select the Document Viewer Form form that you had previously created as the second form.
  14. Click Choose to confirm.
  15. Specify your button details in the Add form button field.
    You can specify Upload as the Button label and keep the Primary setting as the Button style.
  16. Select the Document[Document0] option in the Feed data into form field. This displays as a check mark your selected option.
  17. Click Insert a variable in the blank field.
    1. Select Request as your variable source.
    2. Select Input as your variable type.
    3. Select Upload a file[File0]-File as your variable type. This option should automatically be defined for you to select.
    4. Click Add to add and confirm your variable.
  18. Click Save to save your session.