Attaching IBM Business Process Manager documents to a Heritage Coach

You can configure the Document Attachment Heritage Coach control to display documents that match properties that you set. You can also configure the control to enable process participants to upload additional documents.

The following procedure describes how to display a list of IBM BPM documents in your Heritage Coach using the Document Attachment control:

1. Open the service that contains the Heritage Coach that you want to work with and then click the Coaches tab.
2. Drag a Document Attachment control from the palette onto the design area or click to select an existing control.
3. While the Document Attachment control is selected, click the Presentation option in the properties.
4. Under Display Documents, select or clear the Associated Process Instance check box. This setting causes the control to display only those documents uploaded in previous steps of the running process instance. The check box is selected by default. When not selected, the control displays all documents, regardless of instance, BPD, or process application from which they originated, when disabled.
   Important: If you disable this check box, be sure to set properties that clearly identify the documents to display. If you do not, the number of displayed documents could be much larger than expected or than is useful.
5. If you cleared the Associated Process Instance check box, choose one of the following options:

   Option	Description
   All Properties	Displays only documents that match all properties that you add. Click the Add button to add the properties that will determine which documents are displayed. Each property should have a name and a value. For example, you might add a property with a name of client and a value of smith.
   Any Properties	Displays documents that match any of the properties that you add. Click the Add button to add the properties that will determine which documents are displayed. Each property should have a name and a value. For example, you might add a property with a name of client and a value of smith.

   Note: The document properties that you add should match the properties set for uploaded documents. For example, if you want to display documents that users uploaded in an earlier step, examine the Heritage Coach for the earlier step to see the properties established for those uploaded documents. If you want to display documents from a different process, open the BPD and its services and then examine the properties established for those uploaded documents.
6. Save the Heritage Coach and then run the service or BPD to test your configuration.
   • If the same service enables users to upload documents in a preceding step, you can run the service to test the configuration.
   • If not, you must run the BPD so that the current control has access to documents to display.
7. To configure the same Document Attachment control to enable document uploads, complete the following steps. If you do not want to configure this control for document uploads, clear the Enabled check box under Upload Documents.
   1. Open the service that contains the Heritage Coach that you want to work with and then click the Coaches tab.
   2. Drag a Document Attachment control from the palette onto the design area or click a preexisting Document Attachment control to select it.
   3. While the Document Attachment control is selected, click the Presentation option in the properties.
   4. Verify the Enabled check box under Upload Documents is selected. The check box is selected by default. This setting causes the control to display an Add Document button. When the service runs, the user can click the Add Document button and then use the fields provided to browse for the URL or file that they want to upload, provide a title for the document, and then click OK to upload the document. The user can upload multiple documents using the control.
   5. If you want to supply a default name for all documents that the user uploads, type the JavaScript for the default in the Default Name text box. For example, type <#= tw.system.user_fullName #> to make the current user name the default name for uploaded documents. If you supply a default name, but want the user to be able to change the default, click the User Editable check box to enable it.
   6. Click the Add Properties check box to enable it if you want to add properties to uploaded documents. Then click the Add button to add the properties that you want. Each property should have a name and a value. For example, you might add a property with a name of client and a value of smith. The properties that you add to uploaded documents enhance the Display Documents capability of the control. All properties that you add to uploaded documents can be used to select the documents to display.
   7. Save the Heritage Coach and then run the service or BPD to test your configuration.