Document tab

Use this tab to specify the parameters of the routed document.

In this tab you can specify the parameters of the routed document. You can use RRT in all text boxes in this tab.

Option Description
Route This combo box indicates whether a document will be routed by the component or not. Document routing can be activated according to a condition. If the activation is OFF, the component won't route any documents (for example, if you need to route list items only).
Document library Specify the name of the document library that you want to work in. If the specified library does not exist on the server, the configuration can be saved, however at run time an error will occur and the document will be rejected. You can enter the document library name manually or click the browse button (...) to open the Select Document Library dialog box that allows selecting one of the existing document libraries on the server. It is mandatory to fill out this text box.
Folder path Specify the folder where the routed files will be stored. You can enter the folder path manually or click the browse button (...) to open the Select Folder Path dialog box in which you can select one of the existing folders from the displayed folder tree. You can create a folder dynamically by entering a new name for the folder. You can also create a subfolder of the existing folder by entering the subfolder name after the folder name followed by "/"; for example, Folder1/New folder.
Rename schema Select this check box if you want to rename routed documents. In order to do this enter the schema for the output file name in the field next to this check box. You can use one or several available RRTs to dynamically set the value of the schema. If this check box is not selected, the routed file will keep its original name. If this check box is selected and rename schema is not specified, then at run time the default schema is used: ~SPF::FileName~_~SPF::Counter~~SPF::FileExt~. For example, if the input file name is "File.tif", the renamed file will be "File_1.tif".
Check in If you select this check box, the file will be checked in on the server. That means that the file will be available to other users for editing and check-out, if they have appropriate permissions.
Overwrite If you select this check box, the routed document overwrites the existing document with the same name in the specified path. Depending on the SharePoint document library settings, the new version of the document will be created or the routed document will simply replace the existing document. If this check box is not selected and a document with the same name in the destination path is found, the error will occur and the component will reject the routed document.
Allow buffering Check this box to allow buffering, when uploading files into SharePoint. If this check box is not selected, the allocated memory does not increase and you can upload large files. This check box is not available for AutoStore Add-on services connection method.
Permissions Click this button to set the permissions, that is, access rights which users or groups will have for the routed document. The Define Permissions dialog box will open.
Workflow Specify a workflow that will be initiated for the routed document. The workflow is a sequence of operations configured on the SharePoint server. You can click the browse button (...) to open the Select Workflow dialog box that allows selection of one of the existing workflows. If the component processes a batch of multiple documents, one workflow per document will be started.
Content type Specify a content type of the routed document. A content type describes the set of properties of the document and its behavior. The content types are defined on the SharePoint Server at the site level and can be applied to document libraries or lists configured to manage them. You can click the browse button (...) to open the Select Content Type dialog box to select a content type.
Note: You can set up the content type in two ways:
  1. Specify the content type in the Content type text box.
  2. Leave the Content type text box blank and specify the value of the Content Type field in the Fields list.
If you do not specify any content type and the specified document library is configured to use content types, the document will have the default "Document" content type.
Fields This group allows assigning properties or fields to the routed document.
Note: Each document library has its own specific set of fields. If this document library requires a set of mandatory fields, these fields will be assigned to the document anyway. The mandatory fields are marked with sign at the configuration stage. If you have not specified the values of mandatory fields, they will be set to default values specific to the document library.

The component verifies the correctness of the specified fields at the configuration stage. If you have specified an incorrect field, the component displays the sign before the field name. If you have specified the document content type in the Content type combo box, the component will check if the fields configured in the Fields list belong to the specified content type. When the Content type combo box is blank, the component checks if the configured fields belong to the list of all possible fields of the document library.

Ignore missing fields If this option is selected, the component will ignore fields that are specified in the configuration and absent on the SharePoint server. If this option is not selected and you specify fields that are absent on the server, routed documents will be rejected.
Verify values Check this box to verify the values in the fields. When this check box is selected, then the component prevents you from saving documents with invalid values.
Note: This option verifies the values only in the Choice and Lookup fields, if they have a restricted number of values, and the Number field with the "from" - "to" restriction.
Add Click this button to add a new field to the fields list. The Add Field dialog box will open.
Edit Click this button to edit properties of the selected field from the list. The Edit Field dialog box will open.
Remove Select one or several fields and click this button to remove the selected fields from the list.