ENC06 - Process Assigned Attachments - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external

Hyland Integration for Encompass

Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

The ENC06 - Process Assigned Attachments queue is responsible for downloading the documents from the Hyland Temp File Service and archiving them as documents in OnBase. The following actions are executed by a Workflow timer:

  • A determination is made if the message item retrieved is the last one retrieved from the batch.

  • An XPath value is used to collect initial information from the message item including the Temp File ID, file extension, Encompass attachment ID, and if the message item is flagged as active.

  • If the current attachment is determined to be inactive in Encompass and a Temp File ID exists, the document is deleted from the Temp File Service and is not archived to OnBase. Once the file is deleted from the Temp File Service or if the attachment is inactive and a Temp File ID does not exist, the message item is transitioned to the ENC06 - Application Processing Complete queue.

    Note: This action only occurs if it is enabled in Workflow.
  • For all message items not associated with inactive documents, or if the inactive document logic is disabled, it is first determined if a Temp File ID exists in order to archive the file to OnBase. If a Temp File ID does not exist, the message item is routed to the ENC06 - Error Resolution queue.

  • There are situations where a loan can be archived to OnBase more than once. Duplicate detection logic is implemented in the ENC06 - Application Processing life cycle to prevent documents from being stored more than once. Using the Encompass attachment GUID property value, it is determined if a document already exists in OnBase with this Keyword Value. If a matching document is found, the file on the Temp File Service is deleted and not archived into OnBase. If a duplicate document was found, the message item is considered complete and routed to the ENC06 - Attachment Processing Complete queue.

  • Documents are archived to OnBase using the Create Document from REST Resource action. During the download process, the new OnBase document handle is stored as a Workflow property value. If an error occurs while downloading the document, the message item is routed to the ENC06 - Error Resolution queue. If no error occurs, the message item transitions to the ENC06 - Assigned Attachment Indexing queue.

Ad Hoc Tasks are available for this queue in the Tasks ribbon group of the Workflow ribbon. The following Ad Hoc Tasks are available:

Ad Hoc Task

Description

Process Assigned Attachment

Manually runs the actions executed by the timer in the ENC06 - Process Assigned Attachments queue.

Complete

Manually transitions the selected message item to the ENC06 - Application Processing Complete queue.