Store Document

The Store Document Step allows you to store documents that were previously generated or uploaded during the execution of the Workflow.

Requirements

To use Strato Document Management as a storage destination, make sure that Strato Storage is enabled in the Admin Tool.

Functionality

Upload generated documents from the Workflow to SuccessFactors Recruiting (for Workflows in the Application and Requisition Catalogs)
Upload generated documents to a SuccessFactors Metadata Framework (MDF) Generic object (for Workflows in the User or Employee Catalogs)
Save generated documents to Strato Document Management

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Most properties and parameters can be mapped using the following options:

Static Values: This includes Static Text, Date/Time, and True/False. Values for these should be manually defined.
Container or Step Export Parameter: Select a Container or an Output Parameter from previous Steps as the value.
Datasource Field: Select a field from SuccessFactors to use as the value.

Step Properties

Name	The name of the Step as it appears in the Workflow Editor. By default, this is set as Store Document.
Description	A short description of the Step. By default, this is set as "Store document."
Destination	Defines where the documents will be stored. Depending on the option selected, different Step Properties are shown. SuccessFactors Metadata Framework (MDF): Only available when the Catalog is set to either User or Employee. Strato Storage SuccessFactors Recruiting: Only available when the Catalog is set to either Requisition or Applications.
Document Owner	Only shown when Destination is set to Strato Storage. Select the recipient of the document.
Storage Folder	Only shown when Destination is set to Strato Storage. Select where the document will be stored.
Storage Categories	Only shown when Destination is set to Strato Storage. Choose a Category for the documents when saving them to Strato Document Management.
Metadata	Only shown when Destination is set to Strato Storage. Set the File Properties when saving them to Strato Document Management. The File Properties that appear are based on the selected Category from the Storage Categories field.
MDF Object in SuccessFactors	Only shown when Destination is set to SuccessFactors MDF. Choose the specific MDF object to store the documents in.
Field of MDF Object	Only shown when Destination is set to SuccessFactors MDF. Choose which field in the MDF object to store the documents in.
Application Status	Only shown when Destination is set to SuccessFactors Recruiting. Choose which application status starts the storing of documents to SuccessFactors Recruiting.
SuccessFactors Template ID	Only shown when Destination is set to SuccessFactors Recruiting. Input the Template ID of the document to be stored in SuccessFactors Recruiting. 💡 Learn more about how to get the Template ID from SuccessFactors.

Input Parameters

Catalog Key	The key ID used when running this Step.
Documents	Select documents to be stored.
Document Name	Allows you to change and set the file name of the document before storing to the storage destination.

Output Parameters

Output Parameters are the outputs produced by a Step, and can be used as variables for defining other Steps. Each Output Parameter contains the following information:

Parameter Name	The name of the Output Parameter.
Parameter Description	A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory	If enabled, the Output Parameter will be set as required.

Error Handling

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Error Handlers.

Step Delay

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.

Workflow Settings