New Document from File Builder

This New Document from File Action Builder will load a document file from the hard drive and create a record to store the contents of the document into the database.


Select the Business Object Type that will be created.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.


Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values have to be retrieved have been added.

Note: All property variables will need to be set prior to this portion of the script.


The variable that will hold the path to the document file.

You can type in any variable name or select existing variables from the drop down.

Note: this variable will need to be set to the actual path prior to portion of the script.

Created Script


New Document Item – creates a new DocumentItem that will be used in loading the file. Imagine the DocumentItem as your wordprocessor application.

Load Document File – this takes the DocumentFile and passes the path to the local file to be loaded.

New Document Record – this will create a new database record to which the contents of the file will be set.

Set Document Name – this sets the Property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.


Get DocumentItem Content – gets the document content and places it into a variable.

Set Record Content – takes the content from the variable and sets it to the record content property.

Commit Changes – saves all changes to the database.