Initiator Node
- Olivia Miller
- Phil Holtz
This node applies to GlobalAction only.
The Initiator Node begins a GlobalAction Workflow. Only one Initiator Node is allowed per Workflow. It does not have to be dragged onto the Design Canvas first, but must be present before the Workflow will save and run. The Workflow is initiated by locating documents base on a static Search, can match from both Index Fields and Table Fields. When a document is located via the Search, it is drawn into the business process.
Node Properties
Title
Add a title for this node. Titles are useful when reading the history in the history of a workflow for easier understanding of the overall process.
Description
Provide a synopsis of what this node is doing, or make note of any important details. This is useful for providing additional information such as workflow details and use case information. A good description is helpful when returning to modify the workflow in the future.
Frequency
Includes settings for Days, Hours and Minutes. By default, this is set to 15 minutes. Setting the frequency is important for how often you’d like for this to execute. For example, if there is a nightly upload we’d want this to run once every 24 hours and can set the frequency to do so.
The workflow will run with the scheduled frequency each time the workflow is saved. Ex. If you set the frequency to 1 hour and save the workflow at 2:42 pm, it will run immediately on save and then again at 3:42 pm and so one. If you were to modify the workflow at 3:15 pm and save, it would run immediately and then again at 4:15.
GlobalCapture Searches
Use GlobalCapture Searches to import documents that have errored, have been waiting in a queue or validation node for too long, or clean up your processes by removing older processes. This might allow for a workflow that manages an approval process then feeds a workflow that manages and archiving process or a release of data to another cloud application. When GlobalCapture is selected for Initiator Search, you are presented with the following settings:
Disable Timer
When enabled, this option will ensure the workflow only runs when a document that meets the search criteria completes a process, avoiding wasted effort. This is enabled by default.
Batch Search
This is a drop-down list containing all of the batch searches currently found in your Batch Manager to which you are secured. If you don’t see your search in the list, click the Refresh icon.
Process Portal
Once a Batch Search is selected, an additional drop-down may become available where a Process Portal can be selected. For more information on configuring Process Portals, refer to our knowledge base, "Portal Management."
When using GlobalCapture Searches, two default searches exist: Error Importing and Retention.
Error Importing: Checks for any processes within the selected Process Portal with a current status of Errored. Further narrow down the results by limiting to specific Workflow ID’s and/or specific nodes. The search parameters are concatenated with the AND operator: Status AND Workflow ID AND Current Node Name.
Retention: Checks for any processes within the selected Process Portal that are marked Completed. Further narrow down the results by entering a First Accessed Before date (ingest any processes that were accessed for the first time before the entered date) and/or a Last Accessed Before date (ingest any processes that have not been access since the entered date). The search parameters are concatenated with the AND operator: First Accessed Before AND Last Accessed Before AND Status.
GlobalSearch Searches
Use GlobalSearch Searches to import documents currently residing in GlobalSearch. Some such uses could be:
Documents missing index data at the time of original import.
Moving a document to a new archive
Selecting documents to move through an approval process.
When GlobalSearch is selected for Initiator Search, you are presented with Search Select. This is a drop-down of all of the available searches that you are currently secured to in this specified database. When a search is selected, ANY document that is returned by the search will be ingested into the workflow.
Throughly test any search to be used to ingest documents into a GlobalAction workflow to ensure ONLY the desired documents are returned. Once a document enters a workflow, it will be available as Read Only to users not secured to any queues and cannot be ingested into any other workflow until this process is completed.
Use Case
Utilize a static search from GlobalSearch that finds any documents with missing index data, and import it into a GlobalAction workflow to have some action taken on those documents.
In this example, I've set the Initiator node to import any documents that fit the criteria for the search: Missing Student ID. This search is configured to find any documents where the Student ID index field is blank.