Skip to content

Save Document Rule

The Save Document rule is instrumental in saving new documents or changes in a document to the database.

How to Add and Configure the Save Document Rule

To add an action rule to an action in your workflow, follow these simple steps:

  1. Open the desired action by double-clicking it in the workflow.
  2. If required, scroll down to access the Rules section.
  3. Click the Add Button button next to Rules.
  4. The rule configuration pane will open.
  5. Select Save Document from the Type dropdown.
  6. Enter a readable Label for the action rule. This label will be displayed in the logs.
  7. Enter a Description for the action rule.
  8. Click Save to finalize the rule configuration.
  9. Finally, click Save in the action properties pane to apply the changes.

Rule Properties

The Save Document rule does not have any additional properties to configure beyond the standard Type, Label, Description, and Execute Condition.

Important Considerations

Be mindful that changes made by other rules before the Save Document rule within the same user action may be overwritten. For instance, if a user action consists of a Set Field Value rule followed by a Save Document rule, the changes made by the Set Field Value rule will be overwritten during the Save Document rule's execution. It's crucial to order your rules correctly to achieve the desired outcome.