Creating a workflow in IBM Content Manager

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The upload of bar codes and document IDs to SAP requires a workflow in IBM Content Manager. The workflow is a document routing process or a part of such a process and requires a scan work node and an error work node.

About this task

In a IBM Content Manager workflow, the work items in the scan work node are routed to the error work node. At the same time, the documents are moved from the source item types to the target item types. After the work items arrive at the error work node, the bar codes and the IDs of the documents are sent to SAP.

If the upload is completed successfully, the workflow ends. As a result, the corresponding work items are moved from the error work node to the next work node in the process.

If the upload fails, you can manually move the failed work items from the error work node back to the scan work node so that they can be processed again. The documents, however, remain in the target item types. They are not moved back to their source item types.

You can define a routing process exclusively for this purpose, or integrate the workflow into a larger document routing process.

Use the system administration client of IBM Content Manager to create a workflow.

Procedure

  1. If you want to link the document by using their bar codes, ensure that the source item type and the target item type contain the attribute Barcode.
  2. Create two work baskets, one for the scan work node and one for the error work node.
  3. Define the document routing process. Add the scan work node and the error work node as steps in the process.
    The following table shows a process solely for uploading bar codes and document IDs. To integrate this work flow into a larger work flow, replace the START and END nodes accordingly.
    From node Selection To node
    START Continue scan work node
    scan work node Continue error work node
    error work node Escalate scan work node
    error work node Continue END

    scan work node is the name of the scan work node, and error work node is the name of the error work node.