πŸ“„ Store Document

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.


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

Allows you to set where the documents will be stored. Depending on the option selected, different Step Properties are shown.

  • SuccessFactors Metadata Framework (MDF): Only selectable when Catalog is set to either User or Employee.
  • Strato Storage
  • SuccessFactors Recruiting: Only selectable when Catalog is set to either Requisition or Applications.
Document Owner

Only shown when Destination is set to Strato Storage.

Allows you to select the recipient of the document.
Storage Folder

Only shown when Destination is set to Strato Storage.

Allows you to select where the document will be stored.
Storage Categories

Only shown when Destination is set to Strato Storage.

Allows you to choose a Category for the documents when saving them to Strato Document Management.
Metadata

Only shown when Destination is set to Strato Storage.

Allows you to 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.

Allows you to choose the specific MDF object to store the documents in.
Field of MDF Object

Only shown when Destination is set to SuccessFactors MDF.

Allows you to choose which field in the MDF object to store the documents in.
Application Status

Only shown when Destination is set to SuccessFactors Recruiting.

Allows you to choose which application status starts the storing of documents to SuccessFactors Recruiting.
SuccessFactors Template ID

Only shown when Destination is set to SuccessFactors Recruiting.

Allows you to input the Template ID of the document to be stored in SuccessFactors Recruiting.

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Learn more about how to get the Template ID from SuccessFactors.


Input Parameters

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


Output Parameters

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 Event 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.


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