Question

stamp to initiate email and field change

Workflow

Updated March 22, 2016

asked on March 18, 2016 • Show version history

How do I set up a workflow to be triggered when a specific user uses a specific stamp on an existing doc? Once triggered I want an email sent and a field changed. I'm new at this, so thanks for the help.

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replied on March 21, 2016

Hi Amanda

You are on the right track, it is suggested you narrow down the scope of the rule to a folder Path if possible so that this condition is not run against every document in your repository unless that's what you want.

Typically once the WF kicks off, you would want to Retrieve Data from your file as you would likely want to use that MetaData in the creation of the email you've created. As you have done, you can then use Assign Field Valued to update a field in your Metadata

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replied on March 22, 2016

Thanks Steve. Is my workflow missing something or should it at least run (albeit on every document in the repository)? When I test it, nothing happens. The email doesn't send and the field doesn't change. I'm stumped.

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replied on March 22, 2016

Chances are, your starting rule is not kicking off. In Workflow, bottom left is a Common Searches Tab, click on it and then choose Today's Activity from the list, it will show what Workflows have run and their results. If nothing is there then the Workflow hasn't kicked off. Is your workflow Published and the rule enabled?

Trying simplifying your rule to see if you can get it to kick off.

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replied on March 22, 2016

I got it! I don't know what I had wrong but I simplified it, then built it back up and it worked! Thanks again.

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stamp to initiate email and field change

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