Workflow (Document Created - Automation)

1. From the Event Manager, click Document. Expand the Document Created node then click on the Automation option. The Document Created Automation configuration options will appear.
2. Click Add to open the Automated Task Configuration window. The General tab is visible.
   1. Name - Enter a name that uniquely identifies the event.
   2. Add a Description for this event. (Optional)
   3. Chose an Exit Code from the drop-down list. Exit controls manage the processing of the task. Options are:
      • Continue
      • Exit on Success
      • Exit on Failure

      For a complete description of the exit codes and what they do, refer to Exit Code Controls.

3. Click on the Conditions tab. You can specify the conditions that can be used to determine the execution of the event. The conditions will vary depending on the event being created.
   1. Check the box next to the optional condition(s) to enable them.
   2. Then, click on the link to open a drill-down window relating to each of the specific conditions.
   3. Once you have selected all the necessary conditions, click OK to close and save the configurations and return to the event notification window.
   4. Each selected and configured optional condition will be listed in the Rule Description box.
      • To edit the rule, click on an underlined value.
      • The Options... button allows you to clear all conditions and view the conditions in XML format.
4. Click on the Action tab.
5. For each condition, TRUE or FALSE, click the Add button to choose what action should be performed. Actions include Database move, External process, or Custom action.
6. To edit an action, highlight the item in the list and click the Properties button.
7. To delete an action, highlight the item in the list and click the Delete button.
8. To re-order the actions list, click on the Move Up/Down buttons for prioritization.
9. When you are done configuring the event, click OK to save and exit the screen to return to the main Event Manager window.

Manage Existing Automation Events

1. To edit an existing event, highlight the item in the list and click Properties.
2. To remove an existing event, highlight the item in the list and click Remove.
3. To create a new event based on an existing one, click the Copy Configuration button.
4. Use the Move Up/Down buttons to re-organize the list of events.

**IMPORTANT** The order of active rules matters greatly and can be a serious determinant of performance on your system if not well placed. As a general rule, move high volume automation tasks to the top of the task list and keep low volume automation tasks lower in the task list. Example – If the number of documents moved into the AP Processing workflow exceeds documents moved into the HR Workflow, it is best practice to promote the AP Processing rules to the top of the list and to demote low volume document rules to the bottom.

Document (Document Created - Send to Workflow)