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Feature Request: Quick Fields Invoke Workflow when finished processing retrieved document

posted on November 17, 2014

So a lot of the time, I want to have Quick Fields initiate a workflow when it is done handling the entry it brought it. Say, this is a document and when it's been separated out by quick fields into multiple documents, then it would invoke a specified workflow. 

 

Currently, I would need to set a specific document class to invoke a workflow when it is identified, but this is not as useful as knowing when the document that was a whole packet of documents that need to remain together for a business process is done being processed. It would be nice to be able to get that functionality though, so that users do not need to worry about timing issues. 

The main reason this isn't as simple as making a conditional starting rule for a workflow is that we do not know which document class will be the last to be identified. Forcing users to keep the unprocessed documents in a specified order leaves the business process open to points of failure in the future, which we would like to avoid.

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replied on November 18, 2014

I gave this some thought, and figured that at least if we had the option of setting Quick Fields Agent's schedule with an "Invoke Workflow" functionality when it completes the scheduled session, and maybe the option for it to only do that when it processed documents, then this issue would be a lot more manageable.

 

With that type of functionality, at least for Quick field Agent, I would be able to have a workflow find all the new documents it created and start the corresponding workflow for each of the found items. Currently, I have to create work-a-rounds to get this type of functionality and it always tends to be slightly different for each of the clients we use Quick Fields Agent for.

 

 

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