qbo3 文档审核工作流程

Question

我在文档成像系统中有一系列文档需要人工审核。

我可以通过 API 调用 (Process/DataWarehouseDoucmentQuery) 从我的数据仓库中查询相关文档，这将按照以下方式返回数据：

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

目标是：

• 为每个文档创建一个Task
• 为每个文档创建一个Workflow
• 将与同一帐户关联的文档分组到 common Process 下

Answer 1

配置应包括：

• 创建一个Workflow Template，可能命名为Document Review，适用于Attachment
  • 向此工作流添加Task，可能命名为Document Review

您可以使用 qbo 的 ImportFile/BatchApply 功能按照以下方式创建计划作业：

查询：Process/DataWarehouseDoucmentQuery 行动：

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

有关您传递的参数的更多详细信息：

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.

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请注意，如上所述创建父 Process 记录要求 GenericParentClasses 的应用程序设置包括 Process。这可以从配置 > 模块 > 矩阵 > 设置面板进行验证。

将Process 添加到GenericParentClasses 的替代方法是同时指定Object 来指示父字段值，并指定{Object}_* 来指示父字段值：

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