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Merge Documents

Introduction

Multiple PDF documents can be merged together with the merge document task. This task allows to specify a list of documents and will concatenate all documents and create a new content item.

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 merge document task, to give it a user-friendly name and to add a free-form description.

Name Expression usage possibleTranslatable to different languagesText

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.

Input documents RequiredExpression usage possibleText

Content Items which need to be merged together

The Input documents property configures where to get the documents from, as a list or array of content items.

The Document name determines the human-readable name of the resulting content item.

The document creation results in a new content item. If a reference to this content item needs to be stored as a variable, the Output variable property needs to be filled in with a variable name. Checking Store output variable transiently will store it as a transient variable.

Document name Expression usage possibleText

The human-readable name of generated document.

Output variable Text

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

Store output variable transiently Boolean

Flag that marks that the result of the expression will not be persisted at the end of the database transaction. Use this if you do not want to store a result after the next wait state, e.g. if you only need access to the result in the next service task.

Control

AttributeTypeDescriptionCategory
Required Expression usage possibleBoolean

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 merge document task as required, which means that it needs to be in a terminal state in order for its parent to complete. Visually, the merge 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 Expression usage possibleBoolean

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 Expression usage possibleBoolean

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 merge document task is not automatically activated when its parent stage becomes active.

Instead, the merge 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 Expression usage possibleTranslatable to different languagesText

Define the name to be used for the manual activation trigger.

Manual activation icon Expression usage possibleIcon

Define the icon to be used for the manual activation trigger.

Manual activation priority Expression usage possibleInteger

The priority for the Manual activation action

Manual activation permission groups Expression usage possibleGroup 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 merge document task plan item instance.

Manual activation permission users Expression usage possibleUser Selection

Define the users which have access to the manual activation trigger.

Manual activation channels Expression usage possibleText

Define a list of channels to expose the manual activation action.

Start form Expression usage possibleReference

An optional form shown when the event listener is manually activated.

The form that is shown when the action to manual activate the merge document task is used. If there is no form, the merge 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) Expression usage possibleBoolean

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

AttributeTypeDescriptionCategory
Repetition Expression usage possibleBoolean

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 merge document task can be repeatable, in which case multiple plan item instances will be created for the same merge document task plan item, merging multiple times different document collections. The repetition can be an expression, and new instances are merged 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 merged.

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 merge document task, there could be a need to create an aggregation of the variables merged and/or updated in each instance.

With variable aggregation, a JSON variable can be merged 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 merged 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

AttributeTypeDescriptionCategory
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 merge document task asynchronous, the document will be merged 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 Expression usage possibleText

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 merge 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'.

Listeners

AttributeTypeDescriptionCategory
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 merge 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

AttributeTypeDescriptionCategory
Direct activation condition Expression usage possibleBoolean

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 merge 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 merge 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 merge 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 Expression usage possibleBoolean

Condition that expresses if the plan item should be ignored when a case instance is reactivated.

Default condition Expression usage possibleBoolean

Condition that expresses if the plan item should trigger when a case instance is reactivated.

Visual

AttributeTypeDescriptionCategory
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 merge 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 RequiredColor

The background color of the element in the diagram.

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 audit log type.

Delegate Expression Expression usage possibleText

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 RequiredSelection:
  • Default
  • Create overview variable
  • Store as transient variable
Variable Definitions BasicFormList

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 target variable or an expression that gives the variable name

Lifecycle listeners

AttributeTypeDescription
Source state RequiredSelection:
  • Any
  • Available
  • Active
  • Enabled
  • Disabled
  • Completed
  • Failed
  • Suspended
  • Closed
  • Terminated
  • Waiting for repetition
  • Async active
  • Async active leave
Target state RequiredSelection:
  • 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