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

Attribute	Type	Description	Category
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	Text	The name of the element. This is the name displayed in the diagram.
Documentation	Multiline Text	The documentation attribute additionally adds a description to the component.
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	Text	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.

Control

Attribute	Type	Description	Category
Required	Boolean	Select this option to mark the element as required (exclamation mark decorator). Required plan items must be either in the status COMPLETED, TERMINATED, or DISABLED in order for their parent stage to complete.	Check this option to mark this generate document task as required, which means that it needs to be in a terminal state in order for its parent to complete. Visually, the generate document task will get an exclamation mark icon. Required plan items must be in a terminal state (such as completed or terminated) in order for their parent stage to complete.
Completion neutral	Boolean	Completion neutral influences the plan item's parent stage completes. Plan items in the state AVAILABLE may prevent the parent stage (or case) from automatically completing. By checking this property, the plan item will behave neutral with respect to the completion of the parent container.	Completion neutral influences the plan item's parent stage completion. Normally, plan item instances in the state available may prevent the parent stage (or case) from automatically completing. By checking this property, the service task plan item will behave neutral with respect to the completion of the parent container (i.e. it will not stop the completion).
Manual activation	Boolean	Select this option to mark the element to have Manual activation (right arrow 'play' decorator). Plan items with Manual activation move from state AVAILABLE to state ENABLED once they trigger. A plan item in state ENABLED exposes an action button that allows the user to manually start the plan item.	A manual activated generate document task is not automatically activated when its parent stage becomes active. Instead, the generate document task plan item instance will be in the available state, until the user manually uses the action to activate it, at which point the custom logic is executed.
Manual activation name	Text	Define the name to be used for the manual activation trigger.
Manual activation icon	Icon	Define the icon to be used for the manual activation trigger.
Manual activation priority	Integer	The priority for the Manual activation action
Manual activation permission groups	Group Selection	Define the groups which have access to the manual activation trigger.	Advanced configuration for manual activation. The permission groups allow to define which groups and the permissions users allow to define which users can use the action to manually activate the generate document plan item instance.
Manual activation permission users	User Selection	Define the users which have access to the manual activation trigger.
Manual activation channels	Text	Define a list of channels to expose the manual activation action.
Start form	Reference	An optional form shown when the event listener is manually activated.	The form that is shown when the action to manual activate the generate document task is used. If there is no form, the generate document task will immediately be activated.
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 manual activation form model that is used is part of the same app deployment package as where the current CMMN 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.
Validate start form fields (server-side)	Boolean	If the start form is submitted and validate form fields expression evaluates to true, form fields are validated on the BE side according to the form model restrictions.	If the form is submitted and the flag or expression on the left-hand side evaluate to true, the form fields will be validated on the server-side according to the form model restrictions.

Repetition

Attribute	Type	Description	Category
Repetition	Boolean	Select this option to mark the element as repeatable (fencemark decorator). Repeatable plan items may exist more than once at run-time, each having their own life-cycle.	A generate document task can be repeatable, in which case multiple plan item instances will be created for the same generate document task plan item, generating a document multiple times. The repetition can be an expression, and new instances are created as long as the expression resolves to true. This can be limited using the Max instance count. The Repetition counter variable is a local variable with a value incremented by one for each new plan item instance created. Alternatively, a Collection variable can be passed which leads to a plan item instance per element in the collection. The element can be captured in a variable using the Element variable and its index in the collection in the Element index variable.
Repetition counter variable	Text	Name of the repetition counter variable.
Don't create repetition counter variable	Boolean	Enable this flag to prevent the creation of the repetition counter variable. When a variable aggregation is defined, this flag will be ignored and a repetition counter variable will be created.
Max instance count	Selection: unlimited one	Defines the maximum number of instances for repetition. Note that this does not mean there can be only one instance ever in the lifetime of a case instance, this will limit the instances each time when the repetition is evaluated (for example when an entry sentry evaluates to true to re-enter a stage or plan item).
Collection variable	Text	Variable to be used as the collection for the repetition.
Element variable	Text	Variable that will be used to store the current item value for the repetition.
Element index variable	Text	Variable that will be used to store the current index value for the repetition.
Variable Aggregations	List		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

Execution

Attribute	Type	Description	Category
Impact on parent completion	Selection: default ignore ignore if available ignore if available or enabled ignore after first completion ignore after first completion if available or enabled	Defines how the plan item is used when the parent completion evaluation is executed.	Normally, a parent stage completes when it has no active child plan item instances and all such instances are in a terminal state. Using auto complete, this can be changed to only look at the plan items marked as required. Using the Parent completion here, this behavior can be further specified: default will be as described above while ignore means that this service task isn't taking into account when checking if the parent stage completes. The other options allow for even finer-grained control to determine when to ignore this service task with regards to parent stage completion.
Asynchronous	Boolean	When enabled, the behavior of the plan item will be executed as an asynchronous job. This will happen when the plan item transitions to the ACTIVE state. During the execution of the behavior, the plan item will be set to an intermediate ASYNC_ACTIVE state. 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.
Exclusive	Boolean	Determines whether the plan item is run as an exclusive job. An exclusive job makes sure that no other asynchronous exclusive plan items within the same case instance are performed at the same time. This helps to prevent failing jobs in concurrent scenarios.
Leave asynchronously	Boolean	When enabled, the leaving of the plan item will be executed as an asynchronous job. This will happen when the plan item transitions moved out of the ACTIVE state. During the execution of the behavior, the plan item will be set to an intermediate ASYNC_ACTIVE_LEAVE state. 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	Text	When set, the underlying generated job will have a Job Category, which will be executed only by Application Servers, where the Case Engine has enabledJobCategories set to this category.
Include in history	Boolean	When the history level is set to "instance" or "task" level with this property it can be configured if this plan item instance should be included in the historic plan item instance data.	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 plan item. Note that this flag has no effect when running with history level 'none'.

Details

Attribute	Type	Description	Category
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	Text	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.

Listeners

Attribute	Type	Description	Category
Lifecycle listeners	List	Allows you to define lifecycle listeners for a plan item. Lifecycle listeners allow you to execute an expression, a delegate expression or a class when a plan item transitions from one state to another.	With lifecycle listeners it is possible to react to state changes of the generate document task. Lifecycle listeners allow you to execute an expression, a delegate expression or a class when the service task transitions from one state to another.

Reactivation

Attribute	Type	Description	Category
Direct activation condition	Boolean	Condition that expresses if the plan item should be directly activated when a case instance is reactivated.	Case reactivation is the the ability to reopen a finished case instance and continue with its execution. Case reactivation needs to be modeled using a reactivation listener and specific behavior can be configured for each plan item in the case model. The Direct Activation Condition is the first condition to be evaluated during case reactivation. If checked or if there is an expression evaluating to true, the generate document task immediately gets activated, regardless of any entry sentry or condition which might be necessary to restart at a certain state of the case (e.g. a stage). The Ignore Condition, if checked or if there is an expression evaluating to true, means that the generate document task is ignored on reactivation. The Default Condition only gets evaluated, if the previous ones are either not checked or evaluated to false. If so, the generate document task behaves like a regular one as if the case instance was started from scratch. This means that any necessary entry sentry is considered and evaluated and the engine proceeds as normal. Please check the Flowable documentation for more details.
Ignore condition	Boolean	Condition that expresses if the plan item should be ignored when a case instance is reactivated.
Default condition	Boolean	Condition that expresses if the plan item should trigger when a case instance is reactivated.

Visual

Attribute	Type	Description	Category
Font size	Selection: 8 9 10 11 12 14 18 20 24 36 48 72	The font size 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 weight	Selection: Normal Bold	The font weight of the element in the diagram.
Font style	Selection: Normal Italic	The font style of the element in the diagram.
Font color	Color	The font color of the element in the diagram.
Background color	Color	The background color of the element in the diagram.
Border color	Color	The border color of the element in the diagram.

List Attribute Details

Variable Aggregations

Attribute	Type	Description
Target (Variable / Expression)	Text	The name of the target variable or an expression that gives the variable name
Type	Selection: Default Custom	The audit log type.
Delegate Expression	Text	Delegate Expression to be executed when the task is activated. A delegate expression must resolve to a Java object, for instance a Spring bean. The object's class must implement either PlanItemJavaDelegate or CmmnActivityBehavior.
Class	String	Fully qualified classname of a class to be invoked when executing the task. The class must implement either PlanItemJavaDelegate or CmmnActivityBehavior.
Target variable creation	Selection: Default Create overview variable Store as transient variable
Variable Definitions	BasicFormList

Variable Definitions

Attribute	Type	Description
Source (Variable / Expression)	Text	The name of the source variable or an expression that provides the value
Target (Variable / Expression)	Text	The name of the target variable or an expression that gives the variable name

Lifecycle listeners

Attribute	Type	Description
Source state	Selection: Any Available Active Enabled Disabled Completed Failed Suspended Closed Terminated Waiting for repetition Async active Async active leave
Target state	Selection: Any Available Active Enabled Disabled Completed Failed Suspended Closed Terminated Waiting for repetition Async active Async active leave
Class	Text	Fully qualified classname of a class to be invoked when executing the task. The class must implement either PlanItemJavaDelegate or CmmnActivityBehavior.
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