This guide will help you learn the basics of Digitech System’s Workflow for both ImageSilo and Papervision Enterprise.
Note that Workflow requires a separate license to use. This article assumes that Workflow is licensed in your PVE/ImageSilo environment.
For this walkthrough, we will be using Papervision Enterprise (PVE), but note that the steps are very similar if using ImageSilo.
Before continuing, please review the Admin guide, specifically the Workflow section, to read and understand the workflow terminology.
You will also need to add all the workflow automation services to your automation servers. If you do not know how to do that, please see PVE - Add tasks to your automation servers
Open the PVE Admin Console
Expand the entity that has the project you need to add the workflow to
Locate and expand the Project that needs the workflow added
Click on Workflow Definitions
Right-click and select New Workflow
Give your Workflow a name and confirm the Project name, then click OK
The Workflow Designer will open with the Workflow properties displayed for your new Workflow
Right-click on your workflow on the left and select what you would want to add. For this tutorial, we’ll add pre-conditions that are needed for Workflow to identify new docs to start a workflow instance.
In the pre-condition properties, give it a name and set the search criteria needed for a doc to be imported into and start a new workflow instance
Be sure to click OK when finished
You will now see your newly created pre-conditions at the top
Next, right-click on the workflow again and this time, select Manual Step
again, this can be whatever you need for your workflow, but this is just for the tutorial to familiarize you with the tools
In the Manual Step properties, Give it a name, then add what group that will need to take action for this Manual Step
You can add time limits as well, but for now, we’ll leave this default
Now back on the left side, you will see the newly created Manual Step. Right-click and select Add ->Add Tasks
Give your new task a name, then we’re going to keep the Task Type default to User Operation. In the Task Type Settings, set the message to what the user will see and what you want them to do while they have ownership of the document
With your new Task complete, right-click on your Manual Step again and select to add a new Post-condition
Give your post-condition a name, then select your new Task you created previously as a condition that needs to be met in order for the post-condition to acknowledge the document is finished.
Select the transition to confirm the Stop/Exit Workflow is selected
Click OK to complete the configuration for your Post-conditions
You now have a simple, fully functional Workflow!
You can click on the Designer button in the toolbar to see an overview of your workflow and quickly see the flow of how documents process through your workflow
Click the Verify Workflow button in the toolbar to verify your steps are all configured and there aren’t any errors
If all looks good, click the Save All Workflows button to save your work
You can now close out of your workflow view and test to make sure your workflow is functioning properly