Objects can be created using the Create WorkView Object from this Document Workflow action combined with a Cascading Document Type Association configuration. When you use the Create WorkView Object from this Document action in Workflow to create new WorkView objects in conjunction with Document Type Associations, you can automatically link newly created object, as well as existing related objects, to the main object.
A Cascading Document Type Association is configured by linking classes through mapped related attributes configured in the Keyword Type Maps associated with the Document Type Associations configured.
To configure a cascading Document Type Association, you must configure a Document Type Association for each class that has related data on the document. Each related class should have a Document Type Association defined for the Document Type that will contain the document from which you will generate objects. Each Document Type Association must be configured with a Keyword Type Map that contains a related attribute that relates to the next class that an object should already exist or be created for using the information on the document and also maps any additional Keyword Types that contain data that should be copied to attributes.
An example of when this would be useful is if you have an invoice document that you want to capture the data about the invoice in an object, as well as the customer associated with the invoice. You would set up a DTA for the Invoice class. You would set up a Keyword Type Map to associate with the DTA that contains a related attribute that relates to the Customer class, like a Customer Name attribute, in addition to any other attribute mapping that is necessary. Then, you must set up a DTA for the Customer class. You would set up a Keyword Type Map to associate with this DTA that maps the appropriate data for the customer. You would then associate each of these DTAs with the Document Type that will contain invoices. In the Workflow configuration, you would associate the DTA configured for the Invoice class with the Create WorkView Object from this Document action. When the action is run, objects will be created from the invoices. If the customer related to the invoice does not already exist, objects will be created for the customers.