Module: Creation Request
Overview
The "Creation Request" module allows for the formalization and tracking of any request to add a new document to the document system. This module operates upstream of the Document workflow.
Form
General Information
- Form Name:
Creation Request - Objective: Collect necessary information before creating a new document
Form Structure
The form is organized into two main sections:
Header
- Reference (calculated)
- Title
- Step (calculated)
Description
- Document type (*)
- Issuer
- Document manager (*)
- Related process (*)
- Application sector (*)
- Object
Form Fields
| Field Label | Field Name | Field Type | Possible Values | List Name | Multi-valued | Default Value | Description | Visible at Step | Editable at Step | Required at Step |
|---|---|---|---|---|---|---|---|---|---|---|
| Reference | Reference | Text | Calculated | - | No | - | Calculated by the system according to a given convention | All | NA | NA |
| Title | Title | Text | Free | - | No | - | Allows referencing the document | All | All | NA |
| Step | current_activity | Text | Calculated | - | No | - | Displays the document state in the workflow | All | NA | NA |
| Document type * | ApsType | Dropdown list | Value list | QDM Document Type | No | - | - | All | All | Entry |
| Issuer | Emetteur | Text | Directory data | - | No | Connected user | Allows retrieving all users from the QDM module | All | All | NA |
| Document manager * | Ged_Gestionnaire | Text | Directory data | - | No | Connected user | Allows retrieving all users from the QDM module | All | All | Entry |
| Related process * | Processus | Pick List | Value list | Processus | No | - | - | All | All | Entry |
| Application sector * | Secteur | Pick List | Value list | Secteur | Yes | - | - | All | All | Entry |
| Object | Objet | Text | Free | - | No | - | Multi-line - 4000 characters max | All | All | Entry |
Legend
(*): Required field upon savingNA: Not applicable
Workflow
General Information
- Workflow Name:
Creation Request - Objective: Validate or reject a document creation request
Resources Used
Profiles
- QDM - Advanced User
- QDM - Portal
- Administrator
Actors
- Editor
- Editor's Manager
- Person
- R-QDMAdmin
- QDM_Admin
- QDM_Reader
Roles
- QDMAdmin
- QDMAuthor
- QDMLecteur
Workflow Diagram
Workflow Steps
Step 1 - Entry
| Property | Value |
|---|---|
| Description | This step allows entering a creation request |
| Participants | Editor |
| Readers | R-QDMAdmin |
| Editable fields | As defined in tab F1 Creation request |
| Reminder | No |
Validation Rules
| Button | Required fields | Comment required | Description |
|---|---|---|---|
| Send for validation | As defined in tab F1 Creation request | No | Allows sending the document creation request for validation |
| Abandon request | As defined in tab F1 Creation request | Yes and mandatory | Allows abandoning the document creation request |
Exit Transitions
| Link | Condition | Email notification | Additional action |
|---|---|---|---|
| Entry → Validation | Default | Yes to Editor's Manager | None |
| Entry → Workflow terminated | Abandon request button + Confirm cancellation request | No | None |
Step 2 - Validation
This step allows the Editor's Manager to validate or reject the request.
Depending on the decision:
- If validated: Automatic creation of a document in the Document module via field inheritance
- If rejected: Workflow terminated without creation
Views
The search engine allows filtering creation requests by any type of metadata (title, process, issuer, etc.).
Search Features
- Full-text search on metadata
- Multiple combinable filters
- Column sorting
- Excel export of results
Dependencies
Dependencies with Document Module
Field Inheritance
The "Creation Request" form automatically transmits information to the "Document" form during creation:
| Source Field (Request) | Target Field (Document) | Note |
|---|---|---|
| Title | Title | Document title |
| ApsType | ApsType | Document type (automatic) |
| Ged_Gestionnaire | Ged_Gestionnaire | Manager |
| Processus | Processus | Related process (automatic) |
| Secteur | Secteur | Application sector (automatic) |
| Objet | Objet | Description/Object (automatic) |
Inheritance Configuration
⚠️ Warning: Field inheritance must be configured from "Creation Request" to "Document" (not from "Document Form" to "Revision Request" as incorrectly indicated).
Required Value Lists
| Value List | Usage | Impact |
|---|---|---|
| QDM Document Type | Document type | Required |
| Processus | Related process | Required |
| Secteur | Application sector | Required |
Project Feedback
ℹ️ Note: This section will be completed based on experience feedback and field developments.