Configure an Add document to document set activity

Configure an Add document to document set activity within a process, case definition, and case fragment.

Add an activity to the map.

By default, the Configuration tab is open in the properties panel of the activity.
Change the default Name of the activity to something meaningful.
On the Type list, select Other > Add document to document set.
- To add this activity to the process, you must turn on the document set from the process modeling bar. By default, the Document set is turned off.
- If you turn on the document set from the case definition, the case fragment automatically inherits this, and you need not turn on the document set again in the case fragment to add the Add document to document set activity.
On the Document type list, select a document type.

The document types appear on the Document type list only when you have already configured the document types in the document set.

The metadata fields configured for the selected document type appear under Metadata fields.
On the Location type list, do one of the following:
- Select Capture document (default) and specify the document location by selecting the Document variable.
- Select an External URL and provide the URL by selecting a server/process variable or providing an inline value.
- Select No physical document if there is no physical document.
Optional. To specify a name for the document, on the Name list, select a process or server variable to hold the document name or provide an inline value. If you do not specify a name, the document set name is used.
Under Metadata fields, to map value to each metadata field, select a dynamic value (process variable or server variable) or click  to provide an inline value.
Save the process map.

You cannot turn off the document set when the Add document to document set activity is configured within a process.

At runtime, the document is added to the document set, and the rules are evaluated.