Set Active Document is used to change the workflow engine's focus to a different object while processing

The Set Active Document action is an advanced action type. Misuse could cause data loss or unwanted changes so be careful how you use this.


Options


    • Switch To
      • Document ID- Specify the ID of the Document for the workflow engine to switch to. Whichever Document is found with that ID will become the "active" Document in workflow so all actions take in workflow will then be performed against that Record.


      • Category / SubCategory / Name - Specify the Category / SubCategory / Name the Document for the workflow engine to switch to. The Documents in the active Record are queried and the first matching Document is used. The Cat/SuibCat/Name are ONLY used if the ID above is missing or set to 0. In that case if the Cat/SubCat/Name are filled in then a match is looked for.


If all fields above are blank and the ID is set to 0 then the original Document is set back in the current context. 



Set the ID to blank or zero (0) and all Cat/SubCat/Name values to blank to tell the workflow engine to change back the Document that was active at the start of this set of actions. You should make a habit of switching back before ending your workflow. If another action is added later that is performed before the set of actions is complete then the incorrect Document may be acted upon.



All fields can all contain static values or variables.