New Workflow Loop Actions

DocMgt Version 4.05 introduces some new workflow loop action types to Enterprise edition. These new action types will greatly simplify any workflow that requires performing actions on documents, line items, or tables. For each of these action types, you can define one or more actions to take for each item as the system loops through.

 

Document Loop Action

The first new action type is the “Document Loop Action.” This action allows the workflow to iterate through all matching documents to perform actions. For each Document, the workflow system will perform actions such as renaming, add document data, locking, and more. The actions that run for each Document will have a [DOCCTR] variable available to them that returns the loop number they are on.

The action will also have the current document from the loop set as the ‘active’ Document so Document-centric actions will work directly on them. These actions include “Convert to PDF”, “Apply Annotations” and more.

 

Line Item Loop Action

The second new action type is the “Line Item Loop Action.” This action allows the workflow to iterate through all line items in the active Record to perform actions. For each Line Item, the workflow system will perform actions such as changing values, doing lookups, and more. The actions that run for each Line Item will have a [LINECTR] variable available to them that returns the loop number they are on.

With this information you can design actions that will return the value of a specific line item field by using the [LI()] variable. For example. to get the current line item’s AMOUNT field value, you could use [LI([LINECTR]|Amount)].

 

Table Row Loop Action

The last new action type is the “Table Row Loop Action.” This action allows the workflow to iterate through a table’s rows to perform actions. For each row, the workflow system will perform actions such as computing totals, validating entry, and more. The actions that run for each row will have a [ROWCTR] variable available to them that returns the loop number they are on.

The action will also add the custom variables that represent the data from the current row. These are provided in the format of [ROW:columname)] where columnname is the name of the column where the data resides. For instance, to get the value of the data in the “Address” column for the current row, you could specify [ROW:Address] in a field.

 

 

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