Workflow files
Assigning files in general
Files can be assigned to a workflow job in state forms. These files are always assigned to the workflow job as a whole and not to the respective states.
Files can also be assigned via functions (see below).
Files in state form
(1) Files (attachments): Switch to this tab in the opened form.
(2) Plus icon bottom left: This button opens dialogue (3). Alternatively, you can use the context menu for this purpose.
(3) Upload files: Select a file with the button or just drop it.
(4) List below: You can find an uploaded file in this list.
(5) Header columns of list: Each file has the following default file attributes : "Filename" , "File size" , " Date" , " User" and optionally a file description and the constraint " Read only" , see (6). In addition, user-defined file attributes can be assigned with function attach file to workflow(). These are not displayed in the GUI, but can be read with function get content of attached file of workflow().
Context menu of a file entry
(6) Via the context menu of a file entry you can delete or view/download the file and add further files. In addition, you can specify a file description in another dialogue and set the constraint " Read only" , see (7).
(7) File/description read only: If this checkbox is set, this file cannot be deleted and the description cannot be changed once the form has been closed, not even by the user who added the file. The file can then only be downloaded and the description only viewed. See also section " Rights for workflow files" below.
Functions for workflow job files
Here is an overview of all available functions for handling workflow job files. Note: No rights (see following section) are required for these functions. Note: See also section " Processing workflow files (examples)" .
Rights for workflow job files
There are several places where the rights to be able to work with files in a workflow are set.
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Place |
Effect |
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(a) Module Workflow → Workflow Designer → Main settings → Checkbox "Attachment allowed". |
Files may be assigned to forms of this workflow in general. However, you need to allow attachments in specific forms as well. See (b) and (c). |
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(b) Module Workflow → Workflow Designer → Form settings → Checkbox "View/add attachments". |
Requirement: (a). Files may be assigned in this form of the workflow. |
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(c) Module Workflow → Workflow Designer → Form settings → Selection "DataCockpit role attachments". |
Requirements: (a), (b). Files may be assigned in this form of the workflow if it is opened in the add-on module DataCockpit and the DataCockpit user has the role selected here. |
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(d) In an open form of a workflow job by the uploading user → "File/description read only" (see items (6) and (7) above). |
Requirements: (a), (b) and possibly (c). The file cannot be deleted. The file description cannot be changed. Both constraints apply once the form has been closed, even to the user who added the file. |
Blacklists and whitelists for file extensions
See section "Blacklist and whitelists for file extensions".