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 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

DocStar Help Menu

Workflow Designer Task Library

Workflow Designer Task Library

Related Pages