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Excerpt

GlobalCapture Designer components can be arranged and connected in a variety of ways, enabling you to create both simple and complex Workflows. The Nodes selected, their order in the Workflow, and the various Node Settings allow for a great deal of design flexibility. Follow this outline for the basics of creating a new workflow.

Create a Workflow

When the GlobalCapture Designer is first opened, it defaults to an empty Design Canvas, ready to begin a new Workflow. You can also select New in the Workflow menu to begin a new Workflow.

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  1. Create Fields in the Field Catalog. You can quickly add a Process Field by clicking the Workflow Field Catalog button in the Workflow Process Field dialog.

  2. To add Fields to the Process Fields Pane:

    1. Click the Edit icon to open the Workflow Process Field dialog.

    2. In the Import Process Field From group, select Workflow Fields for Fields created in GlobalCapture or GlobalSearch Fields for Fields created in GlobalSearch.
      Process Fields are labeled “GlobalCapture” in the list while Index Fields are labeled with the name of the relevant GlobalSearch database.

    3. In the Fields group, select and drag one or more Fields from the Available Fields list to the Added Fields list.
      You can reorder the list by simply dragging the Field into a different order in the list. In the Added Fields list, if the Field name is followed by “(Referenced),” it indicates that it is assigned to the current Workflow.  Once Fields have been added and the Workflow Process Fields dialog has been closed, you can not reorder fields without first removing them from the added fields list.  Note that you can not remove fields marked Referenced.  Modify any nodes referencing a field before attempting to remove or reorder.

    4. To remove Fields, drag them back to the Available Fields list.

  3. Click Update to save the settings and close the dialog.

  4. To view the Nodes to which the Field is assigned in the Process Fields Pane, place your mouse pointer over the Field; the border of the Nodes to which it is assigned will be highlighted.

  5. To edit a Process Field, place the mouse pointer over it in the list in the Process Fields Pane and click the Edit icon.
    Edits will affect any Set Process Fields Node to which the Process Field is assigned.

  6. To delete a Process Field, select it from the list in the Process Fields Pane. Click the Delete icon.
    If that Process Field has been assigned to a Node in the Workflow, a message will appear indicating that it cannot be deleted, as it is in use. First delete the Process Field from all Nodes and then delete it from the Process Fields Pane.

    The Workflow Process Field interface with example Fields.Image RemovedThe Workflow Process Field interface with example Fields.Image Added

Add Additional Nodes

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To connect two Nodes, place your mouse pointer over the starting Node. When the mouse pointer becomes a selection () icon, drag a Connection line to another Node. To delete a Connection, select it and press the Delete key on your keyboard.

Reshape Connections

Connections can be reshaped to change the visual representation of the Workflow in several ways:

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  1. Select Open in the Workflow menu to open an existing Workflow.

  2. From the Open Workflow dialog that appears, select the Workflow and click Open.

    Open Workflow interface with example Workflows and the Open button indicated.Image RemovedOpen Workflow interface with example Workflows and the Open button indicated.Image Added

Delete a Workflow

  1. To delete a Workflow, select Delete in the Workflow menu.

  2. In the Delete Workflow dialog that appears, select the Workflow and click Delete.

    Delete Workflow interface with example Workflows and the Delete button indicated.Image Removed


    Delete Workflow interface with example Workflows and the Delete button indicated.Image Added

Tip

Unpublish and Then Delete

When deleting a Workflow that has been published, first unpublish it to halt any new documents from entering the Workflow, and check Batch Manager to confirm that any remaining documents have been processed through. Then delete the Workflow. Otherwise, batch errors may occur and existing in process documents will not complete.

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