SPDoc Metadata Binding

In SPDoc based process templates, you can access the values of custom SharePoint Document Library's metadata columns entered by the user when a document is uploaded. This data can then be used in your process (e.g. to determine the workflow in your process, or to display information in an email notification).

To allow for this Meta data binding, follow these steps:

1. Click Settings > Create Column in the document library in SharePoint.
2. Enter the name of the new column and select the data type.
3. To bind this data with the process, in Envision add the Multiple Condition activity to the drawing area and click on the Ellipses button. The Select SharePoint Document Library Column window appears.
4. Click the Show All check box. The columns available for data binding appear.

Now, when you upload a document in the document library, this field will be shown and you can enter a value in the text field provided, as shown below:

A new process will be initiated and the process will retrieve the value of the metadata from the Department column (in the example above) and route the process as designed based on the Department entered by the user.