Initiating a review in Workbench

  1. In Workbench, create a LiveCycle application CustomSolution.

  2. Create a new short lived process called initiateMyReview in the application.

  3. In the newly created process, right click and configure.

  4. Go to Advanced tab, and set the Transaction Timeout to 600 secs.

  5. Add the following variables to the process:

    Name

    Type

    Purpose

    inTemplateName

    string

    Input

    inReviewDocument

    document

    Input

    inSupportingDocument

    document

    Input

    inReviewTitle

    string

    Input

    inReviewPurpose

    string

    Input

    outReviewID

    string

    Output

    supportingDocList

    Type: List sub-type:RCADocumentsupportingRCADocument

    supportingRCADocument

    RCADocument

    Initiator

    User

    templateXML

    xml

    Input

  6. Import the asset ReviewCommentingAndApproval/resources/schemas/ReviewContext-schema.xsd to the CustomSolution application.

  7. Add Get Review Template operation from Review Commenting & Approval Core to the initiateMyReview process.

    • Set the Template Name property to variable inTemplateName.

    • Set Template Document (XML) property to templateXML.

  8. Add Find User operation from Foundation category

  9. In Filter, select Exact match and set the Universal ID to an XPath expression, such as /process_data/@creator_id.

  10. Add Set Value operation from Foundation category. Name the operation, Set Review Parameters”

  11. In the mappings in Set Value process properties, add following mappings:

    Location

    Expression

    /process_data/templateXML/review_context/title

    /process_data/@inReviewTitle

    /process_data/templateXML/review_context/purpose

    /process_data/@inReviewPurpose

    /process_data/templateXML/review_context/initiator/@domain

    /process_data/initiator/object/@domainName

    /process_data/templateXML/review_context/initiator/@canonical_name

    /process_data/initiator/object/@canonicalName

  12. Add Set Value operation from Foundation category. Name it “add supporting documents”.

  13. In the mappings in Set Value process properties, add following mappings

    Location

    Expression

    /process_data/supportingRCADocument/object/@document

    /process_data/@inSupportingDocument

    /process_data/supportingRCADocument/object/@type

    'DOCUMENT'

    /process_data/supportingRCADocument/object/@name

    'Supporting Document.pdf'

    /process_data/supportingDocList[1]

    /process_data/supportingRCADocument

  14. Add Initiate Review operation from ReviewCommentingAndApprovalService

  15. Set Input “Review Context XML” to variable templateXML

  16. Set input Review Document to inReviewDocument

  17. Set Input Supporting Documents List<RCADocument> to variable supportingDocList

  18. Set output Review ID to variable outReviewID

  19. Save and deploy the application

// Ethnio survey code removed