qbo3 Document Review Workflow - workflow

Question

I have a series of documents in a document imaging system that need to be manually reviewed.
I can query the relevant documents from my data warehouse via an API call (Process/DataWarehouseDoucmentQuery), which will return data along these lines:
Account
Document
Status
IndexId
12345
Document A
Late
9876
12345
Document B
Late
5432
12345
Document C
Late
1098
23456
Document A
Late
7654
23456
Document D
Late
3210
The goal is to:
Create a Task for each document
Create a Workflow for each document
Group the documents associated with the same account under common Process

Answer 1

Configuration should include:
Create a Workflow Template, perhaps named Document Review, that applies to Attachment
Add a Task to this workflow, perhaps named Document Review
You can use qbo's ImportFile/BatchApply feature to create a scheduled job along these lines:
Query: Process/DataWarehouseDoucmentQuery
Action:
Attachment/Save?
Attachment={Document}
&SubscriberID={IndexId}
&Status={Status}
&Decisions_DocumentReview_Decision={Document} Review
&Process={Account}
More detail on the parameters you are passing:
Parameter
Description
Attachment
This is the same as the name of your document; adjust as you see fit.
SubscriberID
This uses qbo's Subscription pattern to ensure you don't create duplicate documents. This assumes that your IndexId is effectively globally unique in your environment.
Status
Since it's part of your data warehouse query, might as well map it to Attachment.Status.
Decisions_DocumentReview_Decision
Any qbo object can save related table data by specifying {Child}_{Template}_*. Note that when passing Template, you should remove any non-alpha-numeric characters from the template name.
Process
The Attachment module is based on qbo's GenericObject, which can be a 'child' of any other object. In this case, the Attachment will be bound to a parent Process, which will be created on the fly if required.
Note that creating a parent Process record as detailed above required that the application setting for GenericParentClasses include Process. This can be verified from the Configuration > Modules > Matrix > Settings panel.
An alternative to adding Process to GenericParentClasses is to specify both an Object to indicate the parent, and {Object}_* to indicate parent field values:
Attachment/Save?
Attachment={Document}
&SubscriberID={IndexId}
&Status={Status}
&Decisions_DocumentReview_Decision={Document} Review
&Object=Process
&Process_Process={Account}
&Process_OpenedReason=Just a Stack Overflow Example