Configure a Workflow using Advanced dialog

This section contains information on how to add or edit workflows using the Advanced dialog window.

To configure a workflow:

  1. On the Workflow tab, click Add and in the dialog displayed click Advanced.
  2. Specify Name for the workflow.
  3. From the Type drop-down list, select the type of content your workflow will apply to.
  4. Click Add.

  1. Then you need to configure document processing rules. For each rule, you should set up rule conditions and rule actions. Also, specify how the workflow should be processed with regards to rules.

To apply pre-conditions (they will be used before rule processing starts), see Specifying Workflow Conditions

Specifying Rule Conditions

  1. In the corresponding section on the Rule tab, click Edit on the right. The Edit Rule Conditions dialog will be displayed.
  2. From the Mode list, select how the conditions should be applied.
  3. The following options are available:

    • Any Document — with this option selected, the workflow will be applied to all documents in the specified content source
    • Any Classified Document — with this option selected, the workflow will be applied to the documents in the specified source if they were tagged by any classification
    • Specific Classification — with this option selected, you need to specify whether to apply the workflow to the classified or non-classified documents
      • To process only documents classified by specific classification, select Classified (this will act as including filter)
      • To process only non-classified documents, select Not Classified.

      If you have selected any of the Specific Classification variants, you should then specify taxonomy terms that will be applied to filter out the documents for your workflow.

  4. You can specify what logic should be used when applying the filtering terms:
    • To apply AND logic (i.e. the document must match all filters), select Require all conditions be met.
    • Otherwise, OR logic will be used (i.e. the document must meet any of the filtering conditions).
  5. Make sure the filtering term is displayed in the Edit Rule Conditions window with blue color. Click Save.

The configured rule condition will appear in the Rule Conditions section on the Rule tab.

Specifying Rule Actions

  1. In the corresponding section on the Rule tab, click Add on the right. The Add Action dialog will be displayed.
  2. From the Action Type list, select the action you want to apply to the documents that match rule conditions. For details, see Workflow Actions.
  3. Click Save.

Other Rule Settings

On the Rule tab, you can also manage the rule, as follows:

  • Add another rule, clicking the '+' sign.
  • Enable or disable this rule, selecting or clearing the Enabled check box in the top right corner.
  • Specify how rule application will affect workflow processing. Possible options are:
    • Processing stops if this rule is run
    • Processing stops if any action fails
  • Edit rule conditions.
  • Copy or delete the current rule.
  • Copy rule configuration as text, CSV or XLSX file.
  • Add, Edit or Delete rule actions.

If multiple rule actions have been configured, they will be processed in the order listed. Use the red down arrow or green up-arrow to change the processing sequence as required:

Specifying Workflow Conditions

You can narrow the initial workflow scope. For that, specify the conditions that document should match to be processed by the workflow.

  1. Go to the Conditions tab. By deftault, the Workflow Conditions list includes none, that is, current workflow will consider any document; actual filtering conditions will be applied by the rule (rule conditions).

  1. Click Edit to open Edit Workflow Conditions dialog.
  2. Select the option you need from the Mode list. The next steps are similar to those described in Specifying Rule Conditions