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Document Anchors → Reassign All Document Anchor

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Overview

This node operation allows reassigning all document anchors within a specified company. It supports different assignation types such as simple, conditional, and predefined, enabling flexible logic for document anchor assignment. Users can specify approbation logic (AND/OR), alternative assignments, cases, default assignments, and add comments. This operation is useful for automating and managing document anchor assignments in document management workflows, ensuring that document anchors are reassigned according to complex business rules or predefined criteria.

Use Case Examples

  1. Reassign all document anchors in a company based on conditional logic to route documents to appropriate approvers.
  2. Use predefined assignments to automatically reassign document anchors without manual intervention.
  3. Apply alternative assignments and approbation logic to handle complex approval workflows for document anchors.

Properties

Name Meaning
Company Id The identifier of the company for which document anchors are being reassigned.
Document Anchor Id The identifier of the specific document anchor to be reassigned.
Assignation Type The type of assignment logic to use for reassigning document anchors, such as simple, conditional, or predefined.
Approbation Logic The logic to apply for approval, either AND or OR, determining how multiple conditions are evaluated.
Alternative Assignment An alternative assignment identifier used if the primary assignment conditions are not met.
Cases JSON structure defining conditional cases for assignment logic.
Default JSON structure defining default assignment logic and cases if no other conditions are met.
Predefined Assignment Identifier for a predefined assignment to be used.
Assignments JSON structure defining multiple assignments with their cases and defaults.
Comment Optional comment to include with the reassignment operation.
Request Options Settings for request behavior such as batching, SSL handling, proxy, and timeout.

Output

JSON

  • response - The response from the API after reassigning document anchors, typically containing status and details of the operation.

Dependencies

  • An API key credential for authentication with the Viridem API

Troubleshooting

  • Ensure that the Company Id and Document Anchor Id are valid and exist in the system to avoid errors.
  • Verify that the JSON structures for cases, default, and assignments are correctly formatted to prevent parsing errors.
  • Check network connectivity and proxy settings if requests fail or time out.
  • If SSL issues occur, consider enabling the option to ignore SSL certificate validation, but be aware of security implications.

Discussion