Workflow Nodes

Workflows are built by connecting a series of nodes on the workflow template canvas. Each node represents a distinct step or activity in the process. The following is an overview of node types available in Docwize.

Workflow Canvas

Workflow Template Canvas

Start Node

Start Node

The start node is the first node in every workflow. It triggers the workflow and connects to subsequent nodes. It cannot be deleted.

Node Descriptions

Nodes are accessed from the Nodes tab in the left panel of the workflow canvas. Drag a node onto the canvas to add it to the workflow. Alternatively, right-click anywhere on the canvas to open a context menu and select a node.

Nodes tab

Right-click context menu on the workflow canvas

User and Role Management

Node	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

Node	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

Node	Description
Duration Node	Sets the due date for the action request, in number of workdays.
Capture Customfields	Prompts capturing of content added to a custom field when a user completes an action request. Specific fields can be configured as read-only (visible but not editable) or hidden entirely for users completing that step.
Capture Standard Fields	Prompts capturing of standard document detail fields.
Capture Virtual Interface	Prompts users to complete a configured Virtual Interface (a custom form or view) as part of the workflow step.
Workflow Initiation Input	Indicates the conditions required to trigger the initiation of the workflow.
Workflow Runtime Input	Allows the workflow initiator to select the recipient of the next action request at runtime, rather than using a preconfigured recipient.
Office Online Review	Adds a button that opens the workflow document in Office Online.
Enable Review	Allows the recipient of the action request to add annotations to a document.
Review Action	Enables the recipient to complete an action request on annotations made during the workflow. For example: User 1 annotates a document — "This bathroom door hits the toilet. The design doesn't work." User 2 then receives the annotation for approval.
Review Action Reply Filter	Filters annotations based on status or another marker — for example, only approved annotations may proceed.
Attachment Config Node	Configures rules for document attachments.

Tools & Tasks

Node	Description
Conditional Node	Defines conditions that must be met before the workflow can proceed to the next step.
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 Node	Imports an Excel file into Docwize.
CSV Import Node	Imports a CSV file into Docwize.
JSON To Dataframe	Converts JSON data into a structured dataframe (tabular format) for use in downstream processing nodes.
CF Insert Node	Performs bulk insert, update, or delete operations on custom field grid tables using data from a source dataframe.
Extract Tables	Extracts content into tables.
Extract to Standard Fields	Extracts content into the standard document metadata. AI prompts and relevant fields can be configured to guide the extraction.
Split Pages	Splits document pages at selected points.
Extract to Customfields	Extracts content into custom fields.
Link Extraction	Links extracted content to other records or documents.
Extract to Grid	Extracts content into a grid.
Translation Task	Translates document content from the source language into a selected language.
OCR Task	Runs OCR on documents, converting images of text into machine-readable text format.
SP Task	Triggers the selected SP task.
Extract Attachments	Extracts attachments from documents.
Index Task	Indexes documents.
Scan Request Node	Connects a barcode or QR code scanner to the workflow. Useful for workshops and warehouses.
Trigger Node	Triggers a configured action when this point in the workflow is reached.
Custom Field Input Calculation	Calculates and populates custom field values based on a configured calculation, using inputs such as document templates, tags, or user fields.
Position Extraction Node	Extracts text from a fixed position on the page. Works well for documents where codes appear in the same location on every page, such as delivery notes.
Split PDF Node	Splits PDF pages into individual pages or smaller chunks.
Complete Task	Marks all steps in the workflow as completed.
Output Node	Defines the reply options available to the recipient of an action request.
Sub Workflow Node	Links a sub-workflow within the current workflow.
Generate PDF From Template	Generates a PDF using a preconfigured document template.
Generate Document From Template	Generates a document using a preconfigured document template.
Generate Attachment Node	Generates a document as an attachment using a preconfigured template, rather than as the main workflow document.
Custom Field Locks	Locks custom field content entered by a user during an action request, preventing further editing.
Subject Change Node	Changes the workflow subject at a specific point in the workflow.
Description Update Node	Updates the description of the workflowed document at a specific point in the workflow.

System & Flow Configuration

Node	Description
And Node	Requires all recipients of the action request to complete it before the workflow proceeds.
Cancel Node	Proceeds as soon as one recipient completes the action request, cancelling all outstanding copies for other recipients.
Placeholder Node	Passes the workflow to the next step without any checks. Useful for accelerating task-only pipelines.
Status Update Node	Updates the workflow status to reflect the most recently completed action request. Place this node after an And, Cancel, or Placeholder node.
Lock Node	Locks the workflowed document, preventing updates to its document details.
Calculate Routing	Uses a configured approval matrix to calculate which users should receive a node.
Input Checker	Validates whether specified inputs meet configured criteria. Routes the workflow to a Satisfied or Not Satisfied output path depending on the result.
Distribution Node	Distributes workflow items to external users or contacts. Recipients do not need to be Docwize users.
Distribution Group Node	Distributes workflow items to a configured group of users and contacts.
Email Notification	Sends an email notification to specified recipients when this point in the workflow is reached.

Related configuration

• Building Workflow Templates — the canvas where nodes are assembled into templates
• Action Requests — detailed configuration of action request nodes
• Workflows overview — introduction to workflow configuration