Workflow

Workflow


Workflow


Workflow Rules are combined Triggers and Actions, such that specific actions will be automatically performed in Content Central based from the triggers or user actions.

The configured workflow Rules in Content Central are shown in the Workflow Page.

Go to Administration > Catalogs & Document Types > (Select Catalog and Document Type) > Workflow

Go to Administration > Workflow

Trigger Combine Method

*(AND) –ALL triggers are needed to implement the Action(s).

*(OR) – Only 1 (one) of the triggers is needed to implement the Action(s).

Workflow Triggers


ContentField – UpdateGlobalDocTypeGlobal
  • Content Field Values: GlobalField - Value in DocType Updated in the System - This trigger returns documents in the system when the specified global field in the specified document type is updated.
ContentField – Update
  • Content Field Values: Field Value Updated in a Document Type – This trigger returns documents in the system when the specified field is updated.
ApprovalProcessQuery – StageChange
  • Approval Processes: Movement on Process - This trigger returns documents that arrive on, move through, or leave an approval process determined by the selected movement.
ContentCapture – DocType
  • Content Capture: Content Captured in a Document Type - This trigger returns captured documents in the system matching the specified document type.
CodingQueueCommit – DocType
  • CodingQueue Commit: Committed in a Document Type - This trigger returns documents committed in the Coding Queue matching the specified document type.
ApprovalProcessQuery – Age
  • Approval Processes: Age in Process – This trigger returns documents in the Approval Queue that have reached the provided Age
ContentQuery – DocType
  • Content Query: Content in a Document Type - This trigger returns documents in the system matching the specified document type.


Workflow Actions


CombineGlobalFieldValues
  • Content Combine GlobalField Values - This action combines values from two global fields on a document and places the result in a third global field.
MessageSend
  • Send Internal Message - This action sends an internal message using a Message Template.
UpdateFieldValue
  • Content Update Field - This action updates a field value for a document or all the documents in a packet in a catalog.
ApprovalProcessStart
  • Approval Process Start Process - This action places a document or packet on the specified approval process.
ExternalApplicationRun
  • Run an External Application Configured in Configuration Manager
PerformFieldLookup
  • Performs Key Field Lookup
ContentDocTypeChange
  • Content - Change Document Type – This action changes the document type of a document. The document will be moved based on the Folder Building of the new Document Type assignment.
ContentCatalogChange
  • Content - Change Catalog - This action changes the Catalog of a document. The document will be moved based based on the Folder Building of the new Catalog and Document Type assignment


BY CHARLOTTE KING



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