SPS Action: Extract Document In Group

The Extract Document In Group action extracts a document out of the current group to use as reference. This does not remove the document from the group. Any document in the group can be selected using the index property.

  • The index property determines which document in the group is selected.

  • This index is zero (0) based, meaning the first document in the group is index 0.

 

Synergize.ProcessServer.Actions.Core.dll

v 1.0.0.15 SP38

Activity

Type

Description

Bindable

Name

Sting

Name of the action.

False

Description

String

Description of the action. Max 255 characters.

False

Enabled

Boolean

True or False

False

Activity

Type

Description

Bindable

Name

Sting

Name of the action.

False

Description

String

Description of the action. Max 255 characters.

False

Enabled

Boolean

True or False

False

Query

 

 

DocumentGroup

String

The document group to probe

True

Index

Integer

The Index in the document group to retreive

True

  1. In Administrative Tools, launch the Synergize Process Designer.

  2. In the Enterprise Overview panel, right-click the Synergize Processes node and choose Create Process from the context menu.

  3. Select the new process titled Untitled.

  4. In the Properties window, name the new process ExtractDocumentFromGroup.

  5. In the Toolbar, save the process.

  6. Add the following actions to the canvas:

    • Trigger | Delayed Execution | (name) Delay10Sec

      Action

       

      Name

      Delay10Sec

      Enabled

      True

      Timeout Duration

      00:00:10

      Binding

      none

    • Synergize Actions | Synergize Connection | (name) ConnectToSynergize

      Action

      Name

      ConnectToSynergize

      Enabled

      True

      ConnectionParameters

      Will display the connection details you have configured

      DocumentView

      Select the Document View if enabled

      Timeout

      00:01:30

      WebServiceUrl

      The WebService URL for Synergize is automatically displayed here

    • Synergize Actions | Synergize Document Search | (name) SearchForPODs

      Action

      Name

      SearchForPODs

      Enabled

      True

      Format

      (In_DocTypename = 'POD')

      SortOrder

      Collection

    • Document Grouping | Group Documents | (name) GroupByCustomerName

      Action

      Name

      GroupByCustomerName

      Enabled

      True

      GroupingField

      CustomerName

      SourceDocumentGroup

      {SearchForPODs.Documents}

    • Misc | Extract Document In Group | ExtractFirstPOD

      Action

       

      Name

      ExtractFirstPOD

      Enabled

      True

      DocumentGroup

      {GroupByCustomerName.CurrentDocumentGroup}

      Index

      0

    • Debugging | Write to Debug | (name) DebugExtractFirstPOD

      Action

       

      Name

      DebugExtractFirstPOD

      Enabled

      True

      DebugText

      {ExtractFirstPOD.DocumentGroup.Count}

  7. Save the process.

  1. Before running this Extract Document In Group Action Process, you must configure the synergizeConnectionAction | ConnectionParameters to your specific Synergize server.

  2. In the Enterprise Overview panel, right-click the Synergize Processes node and choose Process Overview from the context menu.

  3. In the Process Status panel, click the Play button.

  4. Monitor your results in the Activity Log panel to ensure that your Extract Document In Group action is logged.