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 － for example, to determine the workflow in your process, or to display information in an email notification.

To bind the SharePoint data with a SPDoc process, do the following.

Prerequisites

A SharePoint column:
1. In SharePoint, navigate to the Document Library.
2. Under the Library tab, click Create Column, and then complete the fields to create a column, such as column name and column data type. For example, a column named Department.

Navigation

In Envision, open a Microsoft SPDoc process template.
Navigate to the Generic BPM stencil.
On the Generic BPM stencil, drag the Multiple Condition AgileShape, and drop it on the process template.
On the New Condition Activity Window - Multiple Condition AgileShape, click the Ellipses button.

Instructions

To bind the SharePoint data with the process, on the Select SharePoint Library Column Window, select the Show All check box.
Select the column for data binding, and then click OK.

Now, when you upload a document in the document library, this field is displayed and you can enter a value in the text field provided.

Then, a new process is initiated, and the process retrieves the value of the metadata from the SharePoint column － Department in this example, and routes the process as designed based on the column's value entered by the user － the department name in this example.