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Workflow Options for SDK

Hi Team,

 

Can you please advise if below options are available for the SDK:

- "Before Start" of the Document workflow, ability to kick off a trigger for some business logic

- "After Start" of the Document workflow, ability to kick off a trigger for some business logic

- Ability to cancel document workflow

 

Thanks,
Deepak

1 comment

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    John Tanner Official comment

    Hi Deepak,

    It isn't possible to kick off an SDK trigger before or after the start of "Document workflow", as triggers are only relate to record objects. For Documents, the equivalent to triggers are Document Actions which are associated to a particular Document lifecycle state and can be used to initiate Java SDK code. These are either Document User Actions which in this case would need to be manually executed by the user in the Documents Starting State (i.e. Draft), or Document Entry Actions which can automatically call Java SDK code when a document changes state. It's important to note that with the later, that these will only fire on a state change and not when the document is first created and enters it's initial state.

    Java SDK doesn't have a method for cancelling document workflows either. Instead this would need to be done manually within the UI as documented here.

    Regards

    John

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