Automation How-To Index

Updated: April 28, 2020

This page is scheduled for review and update. Check back soon for updated content!

Title Excerpt Topics Level
Develop with Nuxeo Platform Learn how to start working with Nuxeo CLI. Automation, Layout Intermediate
HOWTO: Add a Button in the JSF UI Learn how to add new buttons at different locations in the JSF UI using user actions and automation (in a document contextual tools or on a document Edit form for instance). Automation, Extension, Tab, User action, JSF UI Beginner
HOWTO: Automatically Convert a Document to PDF Learn how to convert automatically a document into PDF using Nuxeo Studio. Document type, Automation, Conversion Intermediate
HOWTO: 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
HOWTO: 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
HOWTO: 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
HOWTO: 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
HOWTO: Inherit 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
HOWTO: 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
HOWTO: Manage Relations on a Document Learn how to display relations on a document. Automation Intermediate
HOWTO: 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
HOWTO: Use PDF conversion operations with Nuxeo Studio Learn how to use all operations that offers PDF tools operations from Nuxeo Studio: Watermarks, page numbers, document merging... Document type, Automation, Conversion Intermediate
HOWTO: Write Reusable Automation Chains Learn how to factorize similar automation chains. Automation Intermediate

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