Document processes

Introduction

When you upload document but want to manage them outside ivy, for example: in Document Management System (DMS), you should follow this section to override document functions of Portal.

Customization

  1. Introduce an Axon Ivy project which has PortalTemplate as a required library.

  2. Copy the PortalStart process from PortalTemplate to your project. This process is new home page and administrator should register this link by global

  3. Refer to Customize Portal home to set new home page.

  4. Override 4 Document sub processes described in table below to customize document functions.

    Sub process

    Description

    GetDocumentList

    After get document list from DMS, convert them into List<ch.ivy.addon.portalkit.ivyda ta.bo.IvyDocument> Mandatory fields are:

    • id

    • name

    • contentType

    UploadDocument

    Override this sub process to upload your file. This sub process also contains some validations, so if you override it, you have to implement validation by your own.

    DownloadDocument

    Override this subprocess to download file from DMS.

    DeleteDocument

    Override this sub process to delete file in DMS