1. Others
  2. Action and Document Management
  3. Action management

Use workflows

Once you have set up Action management, you can start using the workflows.

For workflows to be run, a trigger is used. If a work flow is started by a trigger of type:
  • Query, the query for the trigger is run. The query output defines the workflow input records based on which the workflow is started. Usually, you run triggers of type Query in batch in a recurring pattern.
  • Staging table, a workflow is started when a record is inserted in a staging table. The inserted record in the staging table is the input record based on which the workflow is started. To run a staging table trigger, no further action is required.
Each time a workflow is processed, this is logged in the Workflow transactions. You can monitor the logged workflow transactions.


System administrator System administrator Start Start Do you use  triggers of  type Query? Do you use  triggers of  type Query? Run trigger of type Query Run trigger of type Query For workflows to be run, a trigger is used. If a work flow is started by a trigger of type Query, the query for the trigger is run. The query output defines the workflow input records based on which the workflow is started.Usually, you run triggers of type Query in batch in a recurring pattern. Procedure 1. Click Action and document management operations. 2. Click Process triggers. 3. In the Trigger id field, enter or select a value. 4. Sub-task: Define batch and recurring pattern settings. 5. Expand the Run in the background section. 6. Select Yes in the Batch processing field. Fill in the other fields as desired. 7. Click Recurrence and fill in the fields as desired. 8. Click OK. 9. Click OK. Monitor workflow transactions Monitor workflow transactions Each time a workflow is processed, this is logged in the Workflow transactions. You can monitor:The workflow transactions.For each workflow transaction, the records for which an action is done. These are the workflow input records as defined by the query or staging table.For each workflow transaction line, the actions that are done. Procedure 1. Click Action and document management operations. 2. On the Process flow transactions tab, in the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. On the Transaction log tab, monitor the workflow transactions. 5. On the Transaction log lines tab, monitor for each workflow transaction, the records for which an action is done. 6. On the General tab, monitor for each workflow transaction line, the actions that are done. 7. Close the page. Workflow transaction  cleanup required? Workflow transaction  cleanup required? Clean up workflow transactions Clean up workflow transactions As the number of workflow transactions increases over time, regular cleanup can be required. Procedure 1. Go to Action and document management > Periodic > Cleanup > Transaction log cleanup. 2. In the Age days field, enter a number. 3. In the Transaction log status field, select an option. 4. Expand the Run in the background section. 5. Select Yes in the Batch processing field and fill in the other fields as desired. 6. Click Recurrence and define the recurrence as desired. 7. Click OK. 8. Click OK. End End Yes No Yes No

Activities

Name Responsible Description

Run trigger of type Query

System administrator

 		For workflows to be run, a trigger is used. If a work flow is started by a trigger of type Query, the query for the trigger is run. The query output defines the workflow input records based on which the workflow is started.
Usually, you run triggers of type Query in batch in a recurring pattern.

Monitor workflow transactions

System administrator

 		Each time a workflow is processed, this is logged in the Workflow transactions. You can monitor:
  • The workflow transactions.
  • For each workflow transaction, the records for which an action is done. These are the workflow input records as defined by the query or staging table.
  • For each workflow transaction line, the actions that are done.

Clean up workflow transactions

System administrator

As the number of workflow transactions increases over time, regular cleanup can be required.

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