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Import generated reports into FA

Once a report is generated during a process, you can import it in FA Back under a contact, portfolio, transaction, trade order, security, contract or in a specific folder in FA document library. You can also add tags to the generated document that can be used, for example, to signal an FA Back process to send the document out to a client.

To import generated reports in FA Back, follow these steps:

  1. Add Service task to the process.

  2. In the component properties, define Delegate expression to be ${reports}.

  3. Configure the Class fields as described in the table.

    Note

    Note that the ID and documentFolder fields are mutually exclusive. If you define more than one, the field appearing first on this table will determine the import location. To import the same report(s) under another object/folder, you need to add another ${reports} service task in your process.

    Field name

    Required / Optional

    Description

    documentName

    Optional

    The document name if you want to import only a specific generated report. Otherwise, all generated reports are imported.

    contactId

    Optional

    ID of the contact under which you want to import the document. The contact ID can be either the "Contact ID" defined in the Contact window or the contact's internal database ID.

    portfolioId

    Optional

    ID of the portfolio under which you want to import the document. The portfolio ID can be either the "Portfolio ID" defined in the Portfolio window or the portfolio's internal database ID.

    transactionId

    Optional

    ID of the transaction under which you want to import the document. The transaction ID is the transaction's internal database ID.

    tradeOrderId

    Optional

    ID of the trade order under which you want to import the document. The trade order ID is the trade order's internal database ID.

    securityId

    Optional

    ID of the security under which you want to import the document. The security ID can be either the "Security code" defined in the Security window or the security's internal database ID.

    contractId

    Optional

    ID of the contract under which you want to import the document. The contract id is the contract's internal database ID.

    documentFolder

    Optional

    The folder in the FA document library to upload the documents. Enter a path in the string value field, for example: Folder/report. Note that this parameter value should not be prefixed with /.

    documentTag

    Optional

    The document tags as a comma-separated list. For example, this field can be used to tag documents for signing.

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