Workflow Nodes
Workflows are built by putting together a series of nodes, the distinct steps or activities related to the process. This process takes place on the workflow template canvas. The following provides an overview of the types of nodes that exist in Docwize.
Workflow Canvas
Workflow Template Canvas
Start Node
Start Node
The workflow start node is the first node in the workflow. It is used to trigger the workflow and can be connected to other nodes as an input. It cannot be deleted.
Node Descriptions
Users can access nodes by navigating to 'Nodes' in the lefthand sidebar of the workflow template canvas, and draging-and-dropping relevant nodes onto the canvas. Alternatively, users can 'right-click' on the workflow canvas. This populates a drop-down menu of nodes from which a user can select.
Lefthand Sidebar Nodes Menu
'Right-click' Menu in the Workflow Builder
Here is an overview of descriptions of available nodes:
User and Role Management
| Field | Description |
|---|---|
| List of Users | Identifies the recipient(s) of the action request from among verified Docwize users. |
| Initiator | Identifies the recipient of the action request as the person who initiated the workflow. |
| Custom Field Email | Identifies the recipient(s) of the action request based on email addresses populated in a custom field. |
| Custom Field User | Identifies the recipient(s) of the action request based on users populated in a custom field. |
| Generate User | Creates a new billable Docwize user. |
Action Requests
| Field | Description |
|---|---|
| Varies | These nodes create action requests for end users. They take user nodes as inputs to define who should action the request. For an in-depth look at Action Request nodes and Action Request Configuration nodes, see the Action Request section. |
Configuration
| Field | Description |
|---|---|
| Duration Node | Enables a user to indicate the duedate for the action request to be completed (in number of workdays). |
| Capture Customfields | Prompts capturing content added to a custom field when a user completes and action request. |
| Capture Standard Fields | |
| Capture Virtual Interface | |
| Workflow Initiation Input | Indicates the conditions to prompt the initiation of the workflow. |
| Workflow Runtime Input | Enables a user to select the recipient of the next action request as part of the workflow process, rather than being preselcted in the configuration process. |
| Office Online Review | Adds a button to the workflow which automatically opens the send document in Office Online. |
| Enable Review | Allows the recipient of the action request to add annotations to a document. |
| Review Action | This action applies to all annotations, enabling the recipient to complete an action request on annotation that have been made. For example, in an action review workflow: User 1 makes an annotation on a document such as, "This bathroom door hits the toilet. The design doesn't work". User 2 recieves the annotation itself "For Approval". |
| Review Action Reply Filter | Filters annotations based on status or another marker (i.e. only approved annotations may proceed). |
| Attachment Configuration |
Tools & Tasks
| Field | Description |
|---|---|
| Conditional Node | Allows a user to create conditions which need to be met in order to proceed to the next step in the workflow. |
| Webhook Node | Pauses the workflow until the webhook is triggered by an external API. |
| API Node | Sends an API request to an external API. |
| Excel Import | Imports an Excel into Docwize. |
| JSON To Dataframe | |
| Extract Tables | Prompts the extraction of content into tables. |
| Extract to Customfields | Prompts the extraction of content into customfields. |
| Extract to Grid | Prompts the extraction of content into grids. |
| Extract to Standard Fields | Extracts content into the standard document metadata. Users can configure the extraction by adding AI prompts and/or selecting relevant fields for extraction. |
| Translation Task | Translates the document content from the source language into the selected language. |
| Extract Email Attachments | Extracts attachments from emails into Docwize attachments. |
| CF Insert | |
| Trigger | Prompts an action to begin when this point in the workflow is reached. |
| Complete Task | Indicates that all steps in the workflow are completed. |
| Output | Indicates the possible options a recipient of a workflow can select from as part of completing an action request. |
| Sub Workflow | Links a subworkflow within the current workflow. |
| OCR Task | Prompts the OCR-ing of documents, where images of texts are converted into machine-readable text format. |
| Custom Field Locks | Once information has been completed by a user as part of completing an action request, the content is locked and cannot be edited. |
| Scan Request | Allows a user to connect a barcode scanner or QR code scanner. Useful for workshops or warehouses. |
| Custom Field Input Calculation | |
| Position Extraction | Extracts text at a fixed position. Works well for documents where codes are on the same place on every page i.e. delivery notes. |
| Split PDF | Enables the splitting of PDF pages into individual or smaller chunks. |
| Generate PDF From Template | Prompts the generation of a PDF version based on a preconfigured document template. |
| Generate Attachment | |
| Subject Change | Enables a user to change the subject of a workflow in the duration of the workflow's completion. |
System & Flow Configuration
| Field | Description |
|---|---|
| And | Indicates that all recipients of the action request must complete the action request to enable the workflow to proceed to the next step. |
| Cancel | Indicates that if one recipient completes the action request, it will cancel the request for all other recipients who received it. That is, one recipient completing the action request enables the workflow to proceed to the next step. |
| Placeholder | Allows the workflow to progress with no checks. This causes task-only pipelines to be completed more quickly. |
| Status update | When added to the workflow it ensures that the workflow status will be updated, reflecting the most recent action request that was finished. NOTE: it is recommendated that this node is placed AFTER the AND/CANCEL/PLACEHOLDER node. |
| Lock | Locks the document being workflowed, bLocking doc detail updates. |
| Calculate routing | Allows a matrix of approvals to conditions to be used to calculate users for nodes. |
| Input Checker | |
| Distribution | Distrbutes to external user or contacts. These users do not have to be Docwize users. |
| Distribution group | Groups of users and contacts. |
| Email notification |
Download WF as image
| Field | Description |
|---|---|
| Download WF as image | Enables a user to download a workflow created on a canvas as an image. |
Copy node(s)
| Field | Description |
|---|---|
| Copy node(s) | Enables a user to copy node(s) placed on a workflow canvas. |
Paste node
| Field | Description |
|---|---|
| Paste node | Enables a user to paste node(s) that were copied on a workflow canvas. |