Creating a document instance

After you define the schema for a document and create a document definition to access individual attributes within the metadata object and use these attributes in an expression within a process, you can create a document instance. For more information about creating a document definition, see Defining-a-document-schema. A document instance is the data created by the application for which the structure is specified by the document definition.

To create a document instance

1. Log in to BMC Helix Innovation Studio. 
2. From the Workspace tab, navigate to the application for which you want to create a document instance. 
3. Perform one of the following tasks:
   
   • If you want to create a new process and add the Create Document element to the process, select Processes > New. 
   • If you want to add the Create Document element to an existing process, click the Processes tab and select the name of process.
4. From the Palette, drag the Create Document element on to the canvas according to the process requirements.

5. In the Element Properties pane, enter the properties for the Create Document element, as described in the following table:

   Property	Description
   GENERAL
   Label	Enter a suitable name for the element.
   Description	Enter details about the element.
   INPUT MAP
   Document Definition Name	Select the document definition that you want to use for this process.
   Add/Remove Document Nodes	Select the attributes from the document definition you selected. For each node that you select, click Click to build an expression, and add the value for each node.
   MULTI INSTANCE LOOP
   Loop Type	Select Parallel or Sequential from the list.For information about Multi instance loop, see Creating-process-steps-or-activities.

6. Click Save. 

The following image shows the element properties for the Create Document element: