DocPublication and TaskActions are tools used with PDM tasks; to create or configure a task, see the help available here


Task: Add documents to a list:


This list can be populated by a myPDMtools task of the type: Add documents to a list


This task will add the files to be processed to a selected list (which may already contain files awaiting processing).

This task can be triggered from the context menu or within the workflow.


 


Proceed to the next step to configure the list:


 

 

Now select an existing list from the drop-down menu or create a new list by clicking on then fill in:


 


Check the box to add a context menu that allows you to add files to the list from Windows Explorer:

 


If two identical files in different versions are added to the list, they can be processed independently by checking the following option:

     

You can also add files to a list for processing using the PDMSearch and AdvancedBOM tools


Task for processing documents in a list:


Planning mode allows you to process a list containing all the documents that need to be processed.


 


To enable scheduling, check the box and reschedule the task as instructed:


: 


Select the list you created earlier


 


You can choose not to automatically clear the file list after processing by checking the following option:


 


Task Trigger:


To trigger the task, you must configure the PDM scheduling tab:


When the task is triggered, all files in the list will be processed and exported using the options defined in the task