Automation How-To Index

Updated: October 16, 2020

Title Excerpt Topics Level
HOWTO: Prepopulate Metadata at Creation Learn how to prepopulate metadata in the document creation layout Automation, Events Beginner
HOWTO: Reference an External Operation Learn how to reference an external operation Automation, Registries Intermediate
How to Add a Button in the Web UI Learn how to add new buttons at different locations in the web UI using user actions and automation (in a document contextual tools or on a document Edit form for instance). Automation, Extension, Tab, User action, Web UI Beginner
How to Automatically Convert a Document to PDF Learn how to convert automatically a document into PDF using Nuxeo Studio. Document type, Automation, Conversion Intermediate
How to Create an Automation Chain This how-to explains the different steps to create and configure an automation chain using Nuxeo Studio. Automation, Event handler, User action Beginner
How to Export Data Using Document Template and Automation Learn how to generate a CSV file listing all the documents of your Nuxeo Platform repository. Automation, Document template Beginner
How to Fetch Documents with a Query on Date Parameters Learn how to make it possible to process documents depending on a date parameter. Automation, Content view Intermediate
How to Fetch a Document by Its ID or Path Learn how to use the operation Document.Fetch to get a document by its ID or its path. Automation Intermediate
How to Inherit a Metadata from a Parent Document In this how-to, we will implement an event handler, that will listen to the creation of documents. When the created document matches some predefined criteria, the listener will execute a content automation chain. The chain will copy the "source" metadata value from the workspace to the created document. Automation, Event handler Beginner
How to Make a Simple Task Assignment to One or Many Users Learn how to create a task and assign it to one or many users. Workflow, Automation, Task Intermediate
How to Quickly Generate a PDF Using Document Template Learn how to get a PDF printable version of the data stored on your document as properties using Nuxeo Studio. Automation, Conversion, Document template Beginner
How to Write Reusable Automation Chains Learn how to factorize similar automation chains. Automation Intermediate

We'd love to hear your thoughts!

All fields required