Flows

Flow	Description
Design workflow	Use workflows to automate repetitive and predictable processes. To design a workflow, you set up: The tasks to be automated. The sequence in which these tasks are done.
Set up addressee scenarios	You can use addressee scenarios to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.
Set up communication profile: From	Use the communication profile of type From to define the sender of the document.
Set up communication profile: Label	Use the communication profile of type Label to define the label for the document. You can use a label to add a company logo and company address information to a document.
Set up communication profile: Output type	Use the communication profile of type Output type to define if the document is an email or an XML document. If the output is Email, you also link a template to define the contents of the email.
Set up communication profile: To	You can use several communication profiles to define the recipient of the document. For each document type perspective, set up a communication profile of type To. You can also set up communication profiles of type: Cc: Use this communication profile to define a recipient of a copy of the document. Bcc: Use this communication profile to define a 'blind' recipient of a copy of the document.
Set up communication profiles for document type perspective	For each document type perspective, set up communication profiles. Use the communication profiles to define, for example, the format, the contents, the sender, and the recipient of the document. Always set up, at least, these communication profiles: Output type: defines the format (XML or email) and the contents of the document. From: defines the sender of the document. To: defines the recipient of the document. Label: defines the company logo and address for the document. Printer: defines the printer to which the document is sent.
Set up document type perspectives	Use a perspective to define a variant of a document type. A perspective defines the data and settings that are used to generate the document. For each perspective, you can set up: Criteria: Use criteria to define for which data the perspective must be executed. Where the related query defines the data that is used as input for the document generation, you can use the criteria to indicate to which of this input data the perspective applies. Query functions: Use query functions to convert input values from the query. You can, for example, round a value, do a calculation with several values, or change the date format. User notes: Use user notes to add free text fields to a document. If you create a document manually (with a form button), the user notes are shown on the dialog where you can enter free text in each user note field.
Set up queries	Use a query to find one or more records in the database. The found records are the input for further processing. You can use a query on a: Workflow trigger of type Query to start a workflow based on the query results. Document type perspective to define the scope of the perspective and the content of the document. Optionally, you can run a query under specific conditions. For conditions, you can use functions.
Set up templates	Use templates to define the contents of an email.
Set up text fragments for document type perspective	For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document. For each text fragment, you can set up filters to define when the text fragment is applicable.
Set up workflow triggers	To run a workflow, a trigger is required that starts the workflow. You can use these types of triggers: Query: Use a query trigger to start a workflow based on the result of a query. Staging table: Use a staging table trigger to start a workflow when a record is inserted in a staging table.