Create document

<PluginInfo name="ai-knowledge-base"></PluginInfo>

Introduction

In NocoBase, the Create document node writes new documents to an AI knowledge base from a workflow. In this example, it listens for new records in Answers and writes the answer body, document name, related questions, and a stable Key to the target knowledge base.

AI knowledge base nodes are asynchronous nodes, so the workflow must use asynchronous execution. Prepare the target knowledge base and vector store first. See Overview for the full scenario.

Workflow structure

The example workflow listens for new records in Answers and synchronizes each answer as one document in the target knowledge base.

Where:

• Collection event listens for newly added collection records
• Create document writes record content to the AI knowledge base

Before you start

The example uses the Answers / Questions collections and target knowledge base described in Overview. Before configuring the workflow, confirm that:

• A Local knowledge base has been created, with file storage and vector store configured. See Knowledge base overview and Vector store
• The Answers.questions relation field is ready. To review the collection structure, return to Overview
• The workflow uses asynchronous execution. See Workflow for the basics

Configure the trigger

Create an asynchronous workflow and select Collection event as the trigger. In the trigger configuration:

• Set Collection to the collection to synchronize, such as Main / Answers
• Set Trigger on to After record added
• If the document needs fields from related collections, preload relation fields in Preload associations

The example preloads the questions relation field so related questions can be written to Related questions.

Configure the Create document node

Add a Create document node after the trigger.

Key settings:

These settings decide the knowledge base document name, body content, splitting behavior, and whether related questions are included.

Setting	Example value	Description
Knowledge base	Target knowledge base	Select the same Local knowledge base prepared in the overview. The workflow creates a document in its Documents list and then enters splitting and vectorization.
Split document	No	Controls whether the body is split into multiple segments. In this example, one answer is already a complete response. With splitting disabled, the whole document becomes one segment and works better with Related questions.
Related questions	Answers.questions.content	Only takes effect when Split document is disabled. It writes common phrasings into Related questions for the current segment. It does not rewrite the body, but participates in retrieval.
Document type	Text	Creates a knowledge base document from a text field. The example uses a collection field as the answer body, so Text is selected. Use Attachment if your business collection stores files or file URLs.
Content	Answers.Content	Select the answer body as the knowledge base document body. The Content shown in segment management comes from this field.
Key	Answers.ID	Sets the unique identifier of the knowledge base document. The example uses the Answers record ID so update and delete workflows can find the same document by the same Key.
Name	Answers.Title	Sets the document name. The example uses the answer title, making it easier to identify the document in Documents, enter segment management, and run hit tests.

If Related questions references relation fields, configure Preload associations in the trigger first. Otherwise, the node can only access the current Answers record and cannot read the related questions data.

:::warning Note

Key is used by the later update and delete workflows. The Create, Update, and Delete workflows must use the same Key rule, usually the business collection record ID.

:::

Next step

The Create document workflow is the starting point of the synchronization chain. Continue with Update document and Delete document, then return to the "Verify the synchronization chain" section in Overview to verify add, update, and delete in order.