Exporting a document ROOM
Trigger:
Triggering can be done in the following way:
- When the user has selected a Document PIECEand change the status of that document (progress in the workflow associated with the document) to the status VALID_STATUS
- When the user has selected a Document PIECEThis possibility depends on whether or not the context menu is enabled (see "Interface settings").
It should be noted that it is possible to trigger the transfer of several PIECE documents simultaneously (multiple selection of several documents and change of status or start of the transfer by the user).
Process Flow :
The process carried out is as follows:
- Retrieving the relevant attributes from the document :
- List of relevant attributes defined in the interface settings
- The choice of the configuration(s) concerned is configurable (see « Setting up PDM Gateway » - « Configuration(s) to be exported »)
- Generation of a neutral file on the :
- File name : Defined in the interface settings
- File contents: Values of the attributes affected by the transfer (defined in the interface settings)
- File format: XML or CSV, depending on the interface settings
- The file is then generated in the exchange directory (Windows subfolder "PDM").
- At the end of process, if this option is active, a notification of success or failure is sent to one or more defined users.
- A trace of the process is added to the log file.