Digitech Workflow - Simple workflow tutorial

Owned by Jeremy Berlanga
Last updated: Sept 21, 2022
4 min read

This tutorial will help you learn the basics of Digitech System’s Workflow for both ImageSilo and Papervision Enterprise. We will be creating a very simple workflow that will require a user to take ownership of a Work Item and review the name before completing.

Note that Workflow requires a separate license to use. This article assumes that Workflow is licensed in your PVE/ImageSilo environment.

For this tutorial, 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 https://casoinc.atlassian.net/wiki/spaces/CHD/pages/2347991063

  1. Open the PVE Admin Console

  2. Expand the entity that has the project you need to add the workflow to

  3. Locate and expand the Project that needs the workflow added

  4. Click on Workflow Definitions

  5. Right-click and select New Workflow

  6. Give your Workflow a name and confirm the Project name, then click OK

     

  7. The Workflow Designer will open with the Workflow properties displayed for your new Workflow

     

  8. 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.

  9. 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

     

  10. Be sure to click OK when finished

  11. You will now see your newly created pre-conditions at the top

  12. Next, right-click on the workflow again and this time, select Manual Step

    1. again, this can be whatever you need for your workflow, but this is just for the tutorial to familiarize you with the tools

  13. In the Manual Step properties, Give it a name, then add what group that will need to take action for this Manual Step

    1. You can add time limits as well, but for now, we’ll leave this default

  14. Now back on the left side, you will see the newly created Manual Step. Right-click and select Add ->Add Tasks

     

     

  15. 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

     

  16. With your new Task complete, right-click on your Manual Step again and select to add a new Post-condition

     

  17. 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.

  18. Select the transition to confirm the Stop/Exit Workflow is selected

     

  19. Click OK to complete the configuration for your Post-conditions

  20. You now have a simple, fully functional Workflow!

     

  21. 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

     

  22. Click the Verify Workflow button in the toolbar to verify your steps are all configured and there aren’t any errors

     

  23. If all looks good, click the Save All Workflows button to save your work

  24. You can now close out of your workflow view and test to make sure your workflow is functioning properly

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