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Generate Document

Introduction​

Flowable allows to generate Word and PDF templates with Aspose. This task takes a template and generates the document based on it.

For a step-by-step guide follow the how-to.

Properties​

General​

AttributeTypeDescriptionCategory
Model Id Text

Model Id identifies the element within the process model.

The model id, name and documentation properties can be found on any element. They are used respectively to uniquely identify the generate document task, to give it a user-friendly name and to add a free-form description.

Name Expression usage possibleText

The name of the element. This is the name displayed in the diagram.

Documentation Multiline Text

A free-form text that can be used to explain details about the particular element.

Template model Reference

A model that will be used at runtime as a template.

Create or link a template model to this task, which is used to generate a document.

A template model reference can be unlinked to allow another template model to be linked in its place. Note that unlinking a template model does not delete the model itself.

In same deployment Boolean

Set it to true if the referenced definition should be referenced from within the same app deployment. Set it to false to always use the newest definition.

The Same deployment flag is used to indicate that the template model that is used is part of the same app deployment package as where the current BPMN model is in. If unchecked, the latest version is used which can come from an app that is deployed at a later point in time.

Document name Expression usage possibleText

The human-readable name of generated document.

The Document name is used to determine the name of the generated document (and thus also the filename). This can be an expression (e.g., based on a customer name variable, a timestamp, etc.)

The Document type is either pdf of word and this determines the output format.

The PDF Compliance (only visible when the Document type is PDF), determines the compliance level of the generated PDF. The PDF/A format (with subtypes A-1a and A-1b) are meant for example for archiving purposes as, amongst others, the fonts are embedded in the PDF file.

The Output variable can be filled in when the generated document needs to be referenced later in the instance.

Document type Selection:
  • pdf
  • word

The type of the generated document: either a Word or pdf document. If the model is set, this is ignored.

PDF Compliance Text with suggestions:
  • Default (none)
  • PDF/A-1a
  • PDF/A-1b

The PDF compliance of the created PDF document

Output variable Text

The variable name that stores the result of executing this service task.

Multi Instance​

Multi instance​

AttributeTypeDescriptionCategory
Multi instance type RequiredSelection:
  • None
  • Parallel
  • Sequential

The type of multi-instance: default is 'None' meaning a single instance is created at runtime. Select either 'Parallel' or 'Sequential' if you want multiple instances to be created.

Multi-instance is used to define the repetition of this generate document task at runtime.

With multi-instance it is possible to generate multiple documents, either sequentially after each other or in parallel.

For example, when referencing a collection a document could be generated for each element of that collection.

Collection Text

References a collection variable (for example a JSON array variable) by its name or using an expression that resolves to a collection.

Element variable Text

The name of the variable where the currently processed element from the multi-instance collection configured above will be stored (for example, 'invoicePosition').

The element can then be accessed through an expression, e.g., ${invoicePosition}.

Element index variable Text

The name of the variable where the index of the currently processed item from the multi-instance collection will be stored, for example, 'itemIndex'. The index is a number starting with 0 which is increased with every element that is being created. The index can then be accessed through an expression, e.g., ${itemIndex} further on in the process.

Cardinality Text

A fixed number or an expression that resolved to an integer that controls the number of instances that will be created.

This is typically used when there is no collection available or needed.

Completion condition Text

An expression that should resolve to a boolean value. When evaluating to true, the remaining activity instances will be removed and the process instance will continue.

Variable aggregation​

AttributeTypeDescriptionCategory
Variable Aggregations List

Define an aggregation. Each element in this list will result in one aggregation variable.

When having multiple instances of this generate document task, there could be a need to create an aggregation of the variables created and/or updated in each instance.

With variable aggregation, a JSON variable can be created that after all instances have been completed contains the summary of all the used variables. This is needed because typically variables are persisted locally, to avoid clashes on the process instance level.

Alternatively, an 'overview' variable can be created while the instances are still unfinished.

Each aggregation consists of one or multiple definitions that map instance variables of one instance to the single aggregation variable.

Advanced​

AttributeTypeDescriptionCategory
Optimize for only automatic steps Boolean

(Advanced setting, only check it if you understand the implications) If checked, this instructs the Flowable engine that the multi-instance only contains automatic tasks and no wait states. In this situation, an asynchronous job is created when the multi-instance activity is entered that keeps checking if all instances are completed and completes the multi-instance. The benefit of this approach is that it is light on resources versus alternatives and doesn't lead to optimistic locking exceptions.

Advanced​

Execution​

AttributeTypeDescriptionCategory
Skip expression Expression usage possibleText

If the Skip expression evaluates to true, the flow is taken regardless of any condition.

It is required to opt-in to this feature by setting a variable _FLOWABLE_SKIP_EXPRESSION_ENABLED with the Boolean value true on the process instance.

When the Skip expression resolves to true, this generate document task will not be executed at runtime.

The Include in history flag can be used to store the historical entry of this generate document task when running with a history level that normally would not store the execution of the generate document task.

Note that this flag has no effect when running with history level 'none'.

Include in history Boolean

When the history level is set to "instance" or "task" level with this property it can be configured if this activity instance should be included in the historic activity data.

Is for compensation Boolean

Determines whether the activity can serve as a compensation for another activity.

A BPMN transaction is a set of activities that logically belongs together. Transactions can be cancelled through the Cancel End Event and handled through the Cancel Intermediate Boundary Event.

The Is for compensation field can be used to indicate that the generate document task is meant as compensation steps for another activity.

Asynchronous Boolean

When enabled, the activity will be started as an asynchronous job. The process state is persisted before this element is executed. Then, the process execution will be resumed asynchroneously. This can be used when the execution an activity takes a long time to return the UI to the user quicker in case the user does not need to see the next step immediately. However, if an error occurs before the following wait state, there will be no direct user feedback. Please refer to the documentation for more details.

When making the generate document task asynchronous, the document will be generated in the background. This is useful for example to not block the UI of a user, as generating a document can be a resource-intensive operation. Choose exclusive to avoid other asynchronous steps of this process instance to run at the same time.

When Leave asynchronously is enabled, the activity will be left as an asynchronous job. This means that the activity is ended asynchronously.

Exclusive Boolean

Determines whether the activity or process is run as an exclusive job. An exclusive job makes sure that no other asynchronous exclusive activities within the same process are performed at the same time. This helps to prevent failing jobs in concurrent scenarios.

Leave asynchronously Boolean

When enabled, the activity will be left as an asynchronous job. This means that the activity is ended asynchronously, including end execution listeners. Please refer to the documentation for more details.

Leave exclusive Boolean

Determines whether the activity should leave as an exclusive job. An exclusive job makes sure that no other asynchronous exclusive activities within the same process are performed at the same time. This helps to prevent failing jobs in concurrent scenarios.

Job Category Expression usage possibleText

When set, the underlying generated job will have a Job Category, which will be executed only by Application Servers, where the Process Engine has enabledJobCategories set to this category.

Details​

AttributeTypeDescriptionCategory
Context object Text

The name of the context variable in template expressions such as <<[context.value("${name}")]>>. By default 'context'.

These are advanced configuration properties for the generate document task.

The Context object is name of the context variable in template expressions such as <<[context.value("${name}")]>>. By default 'context'.

The Content item to update can be used to reference an existing content item variable, which is updated instead of creating a new content item when generating the document. It can be a ContentItem, Collection of exactly one Content Items or a String (a content id item).

The Template key allows to set a key referencing the key of the template model. If the template model is set, this is ignored.

Content Item to Update Expression usage possibleText

The content item that should be updated. It can be a ContentItem, Collection of exactly one Content Items or a String (a content id item)

Template key Text

The key referencing the key of the template in the template engine. If the model is set, this is ignored.

Advanced options​

AttributeTypeDescriptionCategory
Exception Mappings List

Define one or more exception mappings to map a technical Java exception to a BPMN error code.

Map technical java exceptions to BPMN error codes that can be caught with a boundary error event.

Failed job retry time cycle ComplexTrigger

Service task logic defined with a failed job retry time cycle

Listeners​

AttributeTypeDescriptionCategory
Execution listeners List

Allows invoking custom after certain lifecycle events.

Start: Executes after the activity has been started.

End: Executes after the activity was completed.

Transition: When defined on a sequence flow, executes once the flow is transition is taken.

Execution listeners are used to add logic on certain lifecycle events.

Typically it is used to add extra technical logic which shouldn't be visible in the BPMN process model.

Visual​

AttributeTypeDescriptionCategory
Background color RequiredColor

The background color of the element in the diagram.

Visual properties that determine how the generate document task is shown in the diagram.

This has no impact on the runtime execution.

Font size Selection:
  • 8
  • 9
  • 10
  • 11
  • 12
  • 14
  • 18
  • 20
  • 24
  • 36
  • 48
  • 72

Font size.

Font weight Selection:
  • Normal
  • Bold

Select the style between bold and normal.

Font style Selection:
  • Normal
  • Italic

Select the style between italic and normal.

Font color Color

Select a font color.

Border color RequiredColor

The border color of the element in the diagram.

List Attribute Details​

Variable Aggregations​

AttributeTypeDescription
Target (Variable / Expression) RequiredExpression usage possibleText

The name of the target variable or an expression that gives the variable name

Type RequiredSelection:
  • Default
  • Custom

The type of aggregation. Use 'default' to use the standard behavior of creating an aggregation JSON variable. Use 'custom' to define a delegate expression that will handle the aggregation. Please see the documentation for more information.

Delegate Expression Expression usage possibleText

Define a delegateExpression that will resolve to an instance of VariableAggregator (for BPMN) or PlanItemVariableAggregator (for CMMN). This instance will then be responsible for aggregating the variables.

Class String

A class that implements VariableAggregator (for BPMN) or PlanItemVariableAggregator (for CMMN). This instance will then be responsible for aggregating the variables.

Target variable creation RequiredSelection:
  • Default
  • Create overview variable
  • Store as transient variable

Configures the way the aggregation variable is created. The 'Default' option creates the aggregation variable when all instances of the multi-instance have been completed. Use 'Create overview variable' to create a variable at the start of the multi-instance and keep it up to date during multi-instance exeution. Once all the instances are completed it will create a JSON variable in the same way as for Default target variable creation. Use the 'Store as transient variable' option to have the default behavior, but store the resulting aggregation variable transiently.

Variable Definitions BasicFormList

property.loopVariableAggregation.definitions.description

Variable Definitions​

AttributeTypeDescription
Source (Variable / Expression) RequiredExpression usage possibleText

The name of the source variable or an expression that provides the value

Target (Variable / Expression) Expression usage possibleText

The name of the aggregation variable or an expression that resolves to a variable name.

Exception Mappings​

AttributeTypeDescription
Error code RequiredText

The code of an error definition.

Exception class name Text
Root cause Text
Include child exceptions Boolean

Failed job retry time cycle​

AttributeTypeDescription
Time cycle RequiredText

Execution listeners​

AttributeTypeDescription
Event RequiredSelection:
  • Start
  • End
  • Take

The lifecycle event. The 'Take' event is only available for sequence flow.

Class Text

Fully qualified classname of a class to be invoked when executing the task. The class must implement either JavaDelegate or ActivityBehavior.

Expression Text

JUEL Expression to be executed when the task is started. Expressions allow you to interact with the backend by calling services, making calculations etc. You can find more information about expressions in the documentation.

Delegate expression Text

Delegate Expression to be executed when the task is started. A delegate expression must resolve to a Java object, for instance a Spring bean. The object's class must implement either JavaDelegate or ActivityBehavior.

Fields List

Fields​

AttributeTypeDescription
Name Text

The name of the element. This is the name displayed in the diagram.

String value Text
Expression Text

JUEL Expression to be executed when the task is started. Expressions allow you to interact with the backend by calling services, making calculations etc. You can find more information about expressions in the documentation.

String Text