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Close document after saving

  • 16 February 2024
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Userlevel 4
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Is it possible to close a open document after saving? I have a process flow that opens a new screen as an open document. Here, you can modify some data, but after saving this data, I want this open document to be closed. So the trigger for the action has to be the save button in the screen.

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Best answer by Mark Jongeling 28 February 2024, 14:59

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Userlevel 7
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Hey Geurt,

Our Documentation page does state the following

An open document can be closed with this process action. Since tab_id and tab_variant_id are not sufficient to identify a document, this process action works on the basis of a document ID that is returned by the Document open and Zoom detail process actions.

So yes you can! You need to store the output Document from the Open document process action in a process variable. This process variable must then be used again in the input Document of the Close document process action. You can capture this value in a varchar for ease of use.

Like so:

Example flow
Open document - Output
Close document - Input

Hope this helps!

Userlevel 4
Badge +4

Thank you Mark, this was the solution!

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