Building block process services
The Review, Commenting, and Approval processes are provided
under multiple folders in the ReviewCommentingAndApproval application.
These processes are visible in the Workbench and exposed as services.
Processes under ReviewCommentingAndApproval/processes/core
-
AssignTaskToApprover:
-
Assigns a task to an approver. The approver can add digital
signatures if necessary, and approve or reject the document.
You
can create custom versions of this process to use as a custom task
type. You configure the review template to use your custom task
type for a specific stage.
-
AssignTaskToInitiator:
-
Assigns a task to the review initiator. The review initiator can
use the task to respond to comments from reviewers. Once the review
stage completes, the task is automatically revoked (removed) if
the review initiator does not manually remove it.
You can
create custom versions of this process in your own application to
use as a custom task type. You configure the review template to
use your custom task type for a specific stage.
-
AssignTaskToReviewer:
-
Assigns a task to reviewers to participate in a review stage.
The reviewer can add comments and annotations to the review document.
You
can create custom versions of this process in your own application
to use as a custom task type. You configure the review template
to use your custom task type for a specific stage.
-
HandleTaskReassignment:
-
Used to reassign a review task to another reviewer. The process
is used when a task is forwarded, consulted, or claimed from a group queue.
-
PrepareDocumentForReview:
-
Used to assemble the review document PDF with a static PDF
form so that the final assembled document is a static PDF form. The
static PDF form can be button-enabled in Workspace and submitted.
This process is also used to add the Review Tracking Sheet and Approval
Routing Slip as attachments to the current document. You can create
a custom processes similar to this process and configure the Review
Commenting& Approval Core service to use it
-
StraightThroughProcessingAssignTask:
-
Used to assign a review initiator task between stages to
a review initiator. This task gives the review initiator an opportunity
to upload an updated review document after incorporating the previous stage's
comments. If the value of Straight Through Processing Task (STP)
is set to false (by default, the value of STP is true), this process
is invoked. The process gives the initiator an option to restart
the review and approval process with a new review document.
-
StraightThroughProcessingHandler:
-
Handles the completion of a Straight Through Processing Task
by the initiator. Based action selected by the review initiator,
the process either continues to the next stage or restarts the current stage.
-
WaitAndExpireStage:
-
This long lived process is invoked for each stage. It waits for
the stage to expire and invokes the stageExpired operation (Review Commenting
& Approval Service (system) service). The duration is specified
in minutes, hours, business days, or days.
-
WaitAndSendReminder:
-
This process waits for the specified number of days before
sending Reminder notifications (if specified in review template).
Participants who haven't completed their review or approval task
are notified.
Processes under ReviewCommentAndApproval/processes/notification
-
SendNotification:
-
The process responsible for sending out notifications to participants
(initiator, reviewer, approver, moderator). By default only email-based
notifications are sent.
Processes under ReviewCommentAndApproval/processes/signature
-
ClientSideSignature:
-
Creates a signature sheet for a client-side signature workflow.
-
GetApproverComments:
-
Extracts the comments from the review.
-
ServerSideSignature:
-
Creates a signature sheet that is appended to the reviewed
document in a server-side signature process. The server-side signing uses
a configured credential on the LiveCycle server.
-
XMLTransformation:
-
Transforms the review context to an approval routing slip or
review tracking sheet schema. Also determines the number of participants
in the review and the type of signature to use.
Processes under ReviewCommentAndApproval/processes/util
-
CheckForPDF:
-
Determines whether a document passed to the process is a
PDF document.
-
CombineMultipleDocuments:
-
Combine multiple documents (PDFs or documents convertible
to PDF) to a single PDF.
-
CreateSupportingRefDocuments:
-
Create a form that shows supporting document links for the
review. This form is added as a task attachment to reviewer-assigned
and approver-assigned tasks.
-
InjectJavaScriptInPDFDocument:
-
Used to enable a PDF document for shared review by injecting
the necessary scripts.
-
PDFConverter:
-
A process that uses the PDF Generator services to converts
a single convertible document to a PDF document. In addition, the
process flattens interactive PDF documents.
Process usage
The following table lists the processes provided by the
ReviewCommentingAndApproval application. If it is not supported
to customize the processes directly. However, you can reuse the
processes in your own applications or create a copy of the process.
-
Supported to customize directly indicates that you can modify
the asset without breaking building block functions. It is recommended
that backup the file before you edit it.
-
Supported to use as a template to create a custom process
indicates that you make a copy of the provided process and customize
your copy of it.
|
ReviewCommentingAndApproval processes
|
Supported to customize directly
|
Supported to use as a template to create a
custom process
|
|
AssignTaskToApprover
|
No
|
Yes
|
|
AsignTaskToInitiator
|
No
|
Yes
|
|
AssignTaskToReviewer
|
No
|
Yes
|
|
CheckForPDF
|
No
|
No
|
|
ClientSideSignature
|
No
|
No
|
|
CombineMultipleDocuments
|
No
|
No
|
|
CreateSupportingRefDocument
|
No
|
No
|
|
GetApproverComments
|
No
|
Yes
|
|
HandleTaskReassignment
|
No
|
No
|
|
InjectJavaScriptInPDFDocument
|
No
|
No
|
|
PDFConverter
|
No
|
No
|
|
PrepareDocumentForReview
|
No
|
Yes
|
|
SendNotification
|
No
|
No
|
|
ServerSideSignature
|
No
|
No
|
|
StraightThroughProcessingAssignTask
|
No
|
No
|
|
StraightThroughProcessingHandler
|
No
|
No
|
|
WaitAndExpireStage
|
No
|
No
|
|
WaitAndSendReminder
|
No
|
No
|
|
XML Transformation
|
No
|
No
|
|
|
