---
title: "Update a RAG Collection from a Process"
slug: "update-a-rag-collection-from-a-process"
updated: 2025-06-09T14:14:05Z
published: 2025-06-09T14:14:05Z
canonical: "docs.processmaker.com/update-a-rag-collection-from-a-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update a RAG Collection from a Process

## Add Files to a RAG Collection from a Process

Follow these steps to add files to a RAG collection from a process.

### **Prepare Process Variables**

From your process, ensure you have the following variables:

- **File ID** – The variable name of the uploaded document (e.g., `file_id`).
- **File Name** – The name to assign to the file when saved in the collection (e.g., `file_name`).

### **Create a REST Data Connector**

1. After [creating a REST Data Connector](/v1/docs/create-a-new-data-connector), [set up a REST Data Connector](/v1/docs/edit-a-rest-type-data-connector#edit-configuration-for-a-data-connectors-rest-data-source) using the **Bearer Token** authentication method.
2. Provide a valid **Bearer Token** to authenticate the connection with your ProcessMaker instance. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(346).png)
3. [Create a Resource in the Data Connector](/v1/docs/edit-a-rest-type-data-connectorhttps://docs.processmaker.com/docs/edit-a-rest-type-data-connector#view-or-edit-a-resource-in-a-data-connector) that uses the following API endpoint for collections: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Endpoint for Articles.png)

```plaintext
https://{server_name}/api/1.0/collections/{collection_id}/records
```

> Replace `{collection_id}` with the ID of your target **RAG Collection**.

1. In the **Body** of the Resource, use the following JSON structure:

![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Articles Body(1).png)

```json
{
  "data": {
    "file": "{{file_id}}",
    "name": "{{file_name}}",
    "uploads": [
      {
        "id": "{{file_id}}",
        "name": "{{file_name}}"
      }
    ],
    "source_type": "file"
  }
}
```

---

### **Add a Data Connector Task**

[Insert a Data Connector Task in your process](/v1/docs/data-connector#add-a-data-connector-to-the-process-model), ensuring it comes after the file is uploaded and the file-related variables are populated.

### **Configure Outbound Parameters**

Map the process variables to the connector resource in the task's [**Outbound Configuration**](/v1/docs/data-connector#data-connector-panel-settings):

- `file_id` → `{{file_id}}`
- `file_name` → `{{file_name}}` ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Article - Outbound.png)

### **Result**

Each time a case runs, the Data Connector will automatically insert the uploaded file as a new record in the RAG Collection, triggering the appropriate analysis.

> [!NOTE]
> To send the `file_name` field to the Data Connector, make sure to enter the full file name including the file extension (e.g., `document.pdf`, `invoice.docx`).

![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Articles - Case.png)