Workflow Designer Task Library

Help Page > Workflow Designer > Workflow Designer Task Library

Workflow Designer Task Library

Below, you will find a library of all Workflow Designer tasks, as well as their module requirements/suggestions and which type of Workflow they can operate on. For instance: A Package can’t be placed in a folder, so the Add to Folder task isn’t compatible with a Package Workflow.

Key:
Will work with this module / workflow type.
While this task is available with the Basic Workflow Module, usability is limited without the Advanced Workflow Module.
Available as part of this module
× Will not work on this type of Workflow.

 

Automatic Task. Accomplished without user input. Works best when placed as the last task in a list. Automatic Tasks
Task Name Basic
WF
Adv.
WF
Forms Package
Works
Doc.
WF
Package WF Universal WF
Add Slot × × ×
Add To Folder × ×
Add To History
Add To Package × ×
Add Values
Advanced Format
Advanced Math
Aggregate
Append
Archive Package × × ×
Between
Change Workflow
Clear Approvals
Clear Slot × × ×
Clear Trigger
Compare Verify
Compare Verify Threshold
Complete Form × ×
Count
Create Subgroup
DataLink
DataLink Field Group
Dearchive Package × × ×
End Action
Find Regex
Find Text
Format
Grant Permissions
In Inbox Verify × ×
Is
Join
Math
Prepend
Regex Verify
Remove Ad Hoc Permissions
Remove Folders Ad Hoc Permissions  × ×
Remove From All Folders  × ×
Remove From Folders  × ×
Remove From Inbox  × ×
Remove Slot × × ×
Replace
Replace Text
Request Approval
Request Mobile Approval
Request Signature x
Search
Search and Update
Send Email
Send Submission × × ×
Set Field Group Values
Set Trigger
Sleep
Split Text
String Format
Substring
Switch Package Type × × ×
Type Verify
Verify Content Type
Verify Field Group
Verify Group
Verify Inbox
Verify Security Class
Verify User
Wait For
Task Name Basic
WF
Adv.
WF
Forms Package
Works
Doc.
WF
Package
WF
Universal
WF

 

Client Tasks
Task Name Basic
WF
Adv.
WF
Forms Package
Works
Doc.
WF
Package
WF
Universal
WF
Barcode × ×
Extract Text × ×
Image Cleanup × ×
OCR × ×
Split on Barcodes × ×
Split on Blank Pages × ×
Task Name Basic
WF
Adv.
WF
Forms Package
Works
Doc.
WF
Package
WF
Universal
WF

 

User Input Tasks
Task Name Basic
WF
Adv.
WF
Forms Package
Works
Doc.
WF
Package
WF
Universal
WF
Combo Box
DataLink Search
Display Message
Dropdown
Prompt for Content Type
Prompt for Folder
Prompt for Inbox
Prompt for Package
Prompt for Record Category
Prompt for Security Class
Prompt for User
Prompt for Workflow
Simple Combo Box
Simple Dropdown
User Add To Package × ×
User Approval
User Prompt
User Verification
User Verify Field Group
Task Name Basic
WF
Adv.
WF
Forms Package
Works
Doc.
WF
Package
WF
Universal
WF

Related Pages

 
DocStar ECM Help Center
© 2021 Epicor Software Corporation. All Rights Reserved.