Create Item Description
The Create Item Bot aims to enable users to effortlessly create new collection items within a project section by simply clicking a button.
Config Project
Go to the Create Item Button section in your configuration project; there, you will need to click on the Add an Item button each time you want to add a new button in a section of the project.
Once you have clicked on the Add an Item button, the following section should appear to create an item with three fields that should be filled in for the bot to start creating new collection items, as follows:
Button Name: Before completing the Button Name field, there are some essential factors to consider:
- You must have previously created a Taskflow Trigger Button in the section from which you want to take information to create the new collection item in another desired section. To learn more about creating a Taskflow Trigger Button, please visit the Widget Types page.
- The Taskflow Trigger Button and the source fields must be in the same section/item.
- No need to create or assign a task-flow to the Taskflow Trigger Button, but name it something useful, like "Create Collection Item."
Once you have created the Taskflow Trigger Button, copy its widget selector and paste it into the Button Name field. For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? page.
Target Section: Paste the section selector for the Collection section in which to create the item (case sensitive). For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? page.
Fields: Add a new item to the Fields list for each field to map. And fill in each one using one of the following two patterns:
- For data, the bot should extract from the Source Section, use Destination Field Selector: Source Field Code (must be same field type).
Example: party: {{intake.plaintiff}}
- For static value, use Destination Field Selector: Desired Value.
Example: partyType: "Plaintiff"
Once finished, click the Create button, and it will be ready to use. Remember, whenever you need to use the bot, you just have to click on the button previously created in the project.
Formatting of Static Values
When passing a static value to the collection item, the syntax used is specific to the file type.
- Text/Text Area needs double quotes
Example: “something”
- Number/ID has no quotes
Example: 98
- A list should be the value type, wrapped in brackets:
Example:-
- [“one”,”two”] for a multi-select
- [980787,65543] for a list of IDs like for a list of persons or Documents.
Note: A number in a list may not contain a leading zero.
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- Add the Collection Item Id when the trigger button was clicked in a collection item
Example:- Add the source item id to a text field
- textfield : “[sourceItemId]”
- Create a link back to the source item
- urlfield : "http://myfilevine.finevineapp.com/r/i/[sourceItemId]"
- Add the source item id to a text field
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