Service call type: AQ_Document_Generate

What is it for?

AQ_Document_Generate is used for generating a file from a Document element or Page

This service generates a file from a document (or page).

Introduction

To generate a file the document or page which is modeled in Encore has to be specified. The service will return the file id and put it in the attribute specified in 'FileId'. Also the type and the file name must be specified. Currently only PDF documents can be generated. To be able to store the generated file somewhere, the connection has to be stated. With the parameter 'Persistence' a modeler can specify whether the file should be generated and stored permanently or temporary. For the latter case the file will be removed from the connection when the session/request is expired. By setting the 'CreateInstance' and 'Relation' it is possible to state whether an instance should be created automatically and whether it has to be added to a relation. The last parameter (UpdateFileId) could be useful in case of overwriting an existing file, for example if you only want to have only one kind of file.

Comparable components

This service has the following comparable components:

In contrast to the AQ_Document_Renderer this service uses a connection to store the file on, which is more flexible. The AQ_DocumentLink can only be used when this container is shown on a page.

Parameters

Name	Description	Direction	Type	Required	Example
Document	The name of the document as it is stored in Encore.	Input	Document	No¹	Application
Page	The name of the page as it is stored in Encore.	Input	Page	No^₁	-
FileName	The schema to generate a file name.	Input	Expression	Yes	"Application " + TODAY + ".pdf"
FileType	The file type that is to be generated.	Input	String	Yes	pdf (specify without quotes)
Connection	The connection² on which the generated file should be stored.	Input	String	Yes	onfilesystem
Persistence	Store a generated document temporary or permanently.	Input	Domain	Yes	Permanent
CreateInstance	Create a new instance.	Input	Boolean	Yes	Yes
Relation	The newly created instance will be linked to the given relation.	Input	Relation	No	Applications.RelApplication
UpdateFileID	The file id that should be overwritten.	Input	Attribute	No	-
FileID	The attribute that contains the file id.	Output	Attribute	Yes	Document.Id
AuthorizedRoles	Select roles that are authorized for this document	Input	Role(s)	No	Junior, Senior
CaseId	The id of the case where the document is generated for³ When using the Process-Engine the value of this field is set as process_id in the metadata When using the Case-Engine, this field must be omitted. It will automatically be filled with the caseId during task execution.	Input	Expression	No	Control.CaseId

The Unauthorized exit is triggered when updating a file for which the user does not have one of the required roles.

1) One of them is necessary otherwise there is nothing to generate.

2) See How to setup a connection.

3) The CaseId is used to add to the Trace Engine and to create an event on the case's timeline. It was added in Blueriq 12.12.

Note on persistence

The following rules apply for the Persistence parameter:
Connection Type Persistence Clustered Notes
Memory Temporary No The file is stored temporarily for the duration of the current request. At the end of the request the file is deleted. Memory connections and temporary persistence should be used when an uploaded/received file is immediately sent to a 3rd party system during the same request.
Memory Temporary Yes
Memory Permanent No Permanently storing files in a memory connections is not allowed. The Runtime will throw an exception when trying to permanently store files in a memory connection
Memory Permanent Yes
Other / FileSystem Temporary No The file is stored temporarily for the duration of the current session. At the end of the session the file is deleted.
Other / FileSystem Temporary Yes The file is stored temporarily for the duration of the current session and a Quartz job is scheduled to delete the file.
Other / FileSystem Permanent No The file is permanently stored in the connection and must be explicitly deleted when no longer needed.
Other / FileSystem Permanent Yes

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Note on persistence

Connection Type	Persistence	Clustered	Notes
Memory	Temporary	No	The file is stored temporarily for the duration of the current request. At the end of the request the file is deleted. Memory connections and temporary persistence should be used when an uploaded/received file is immediately sent to a 3rd party system during the same request.
Memory	Temporary	Yes
Memory	Permanent	No	Permanently storing files in a memory connections is not allowed. The Runtime will throw an exception when trying to permanently store files in a memory connection
Memory	Permanent	Yes
Other / FileSystem	Temporary	No	The file is stored temporarily for the duration of the current session. At the end of the session the file is deleted.
Other / FileSystem	Temporary	Yes	The file is stored temporarily for the duration of the current session and a Quartz job is scheduled to delete the file.
Other / FileSystem	Permanent	No	The file is permanently stored in the connection and must be explicitly deleted when no longer needed.
Other / FileSystem	Permanent	Yes