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Automatically Initiating a Workflow

Workflows for one specific document schema and workflow template can be automatically initiated using a server plug-in that is enabled with your license. Note that only one schema and one template can be used at this time. This is an optional feature that will need to be purchased separately. Contact sales@filehold.com for pricing.

If you have purchased the workflow plug-in, you can check to see if your license has been enabled.

To see if the workflow plug-in is enabled

  1. Go to System Administration > Global Settings > License Information.

  2. The Allow Server Plug-ins field should be set to Enabled. If it is not enabled, then you need to request a new license key from sales@filehold.com. Read here on how to request a license key.

Once you have installed the new license and the plug-in is enabled, you can request to get the AutoStartWF.dll file from support@filehold.com. This file will need to be installed on the server.

To install the AutoStartWF.dll on the server

  1. Log into the FileHold server using the administrator username and password.

  2. Navigate to C:\Program Files\FileHold Systems\Application Server\LibraryManager\bin for Windows 2008 server or C:\inetpub\wwwroot\FH\FileHold\LibraryManager\bin for Windows 2003.

  3. Copy the AutoStartWF.dll file to the \bin folder.

  4. Create the document schema and workflow template that you want to use for automatically initiating a workflow.

  5. Navigate to C:\Program Files\FileHold Systems\Application Server\LibraryManager for Windows 2008 server or C:\inetpub\wwwroot\FH\FileHold\LibraryManager for Windows 2003.

  6. Open the web.config file using an editor such as Notepad.

  7. In the <plugins> section, type the following text:

<plugIn>C:\Program Files\FileHold\LibraryManager\bin\AutoStartWF.dll </plugIn> (or whatever is the path to the dll file)

  1. In the <appsettings> section, enter values the following:

<add key="AutoStartWF_SchemaName" value="" /> (where value " " is the name of the schema being used)

<add key="AutoStartWF_WorkflowName" value="" /> (where value " " is the name of the workflow template being used)

  1. Save the web.config file.

  2. Log off the FileHold Desktop Application (FDA).

  3. Restart Web Server (IIS) on the server.

To test automatic workflow initiation

  1. Open FDA or Web Client.

  2. Add a document to the system using the schema name used in the web.config file. The workflow should automatically initiate.

  3. Check My Tasks or Status Report in the Reviews & Approvals area for the first person or group defined in the workflow. The first task in the workflow should be displayed.

 

See Also:

Workflow Templates and Document Schemas

Creating Workflow Templates