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BPM and attachments

Former Member
0 Kudos
112

I have a question with regards to BPM and document attachments. We have many scenarios in which documents would be attached to the process instance for review etc. Are there any best practice guidelines for storage of such documents in a BPM process.  What is typically the best place to store the document after the process instance is closed? Should these be sent to the back-end application or stay in BPM even after the process instance is closed. What options are available? Any guidance would be much appreciated.

Thanks,

Gaurav

Accepted Solutions (1)

Accepted Solutions (1)

junwu
Active Contributor
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you can put the attachment in ECM(default feature in CE) and pass the id to bpm.

Former Member
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Does that apply to storage even after a particular process instance has ended? In some scenarios the documents would get passed to the back-end system. However, there are scenarios where the documents are not needed in the back-end (if need be we can pass them to the back-end but they would add no value). In these scenarios the documents might be needed later on for auditability etc. Would you use ECM to store these documents and keep on accessing them from the BPM side? Is it advisable to do so? What are some of the key considerations?

Thanks,

Gaurav

junwu
Active Contributor
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it has nothing to do with bpm, it is just general content management. sap also use this to store the attachment.

stefan_henke
Advisor
Advisor
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Hi,

as Jun pointed out, the recommended way is to use ECM as document storage. The process context should only contain the reference to the document. This is basically due to performance reasons.

It is actually up to your requirement what to do with the document once the process has been completed. You can pass back the id to the backend so that it can look it up from ECM. Or you can delete it again from ECM. However, once the process has been finished, you would not look it up anymore via BPM, but directly from ECM. It is a completely separated component which also provides it´s own archiving capabilities.

Hope this helps.

Best regards,
Stefan

Former Member
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Hi Stefan,

I also have a similar requirement where we have to upload a document through the upload UI element in WD Java and pass the document in the BPM process flow. Also, we need to retrieve the document after the process completion.

As I am new to the BPM technology, can you tell me the step by step procedure to do this using ECM(if possible along with codes). Please help.

Best regards,

Pramod.

Former Member
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Hi Pramod,

Start here, it explains all the basics.

http://scn.sap.com/docs/DOC-3077

regards, Nick

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi Gaurav,

We have an ECM + BRMS based configurable document management plug-in that can be integrated into Visual Composer and WebDynPro UIs. Happy to share details, if required.

Regards,

Ritesh

Jocelyn_Dart
Product and Topic Expert
Product and Topic Expert
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Hi Ritesh,

That sounds like something that would be worth discussing in a SCN blog... so that we share at least the approach with everyone.  Would you be interested in writing it up?

Regards,

Jocelyn

Former Member
0 Kudos

Hello Jocelyn,

Certainly. Watch out this space for details of the blog.

Regards,

Ritesh

Former Member
0 Kudos

Hi Ritesh,

Can you please share the details with us.

Regards,

Pramod

Former Member
0 Kudos

Hi Pramod,

I will be sharing the details on a blog shortly.

Regards,

Ritesh

Former Member
0 Kudos

Hi Ritesh,

Can you please provide the details.

0 Kudos

Hi Ritesh,

If you can please provide more details about the plugin