Prerequisites

• Access to the Business rule (BR001) menu.
• Active SoftExpert Document license.

Introduction

When creating a business rule, after setting the triggers, we need to configure the chosen action. 

The released document creation action allows for automatically generating a document already released in SoftExpert Document. 

This feature is useful for scenarios in which documents need to be made available immediately, without going through the standard approval flow.

See how to configure a released document creation action in the business rule:
 

Configuring a released document creation action

1. Access the Business rule (BR001) menu and click on the Create button.

2. Select the component and choose the desired trigger.

3. In the following step, click on the Then a released document is created option.

4. Click on the Configure SoftExpert Suite application button.

5. On the screen that will open, enter the data that will be inserted when the released document is created, including category ID #, document ID #, and document title.

6. With the data filled out, click on the Finish button.

Conclusion

The released document creation action has been configured and is ready to be executed after the business rule is created.