Workflow Definition dialog box

General tab

Option

Description

Workflow name

Specify the name of the workflow.

Keep Rejected Files

Select this check box to save rejected files. This folder is used for storing any files that were not routed successfully. Typically, a secondary process uses this folder as an input folder to notify a system administrator of the failure. A system administrator can then identify reasons for failures by searching application log file entries. Enter the folder where these files are kept or click the browse (...) button to select a folder.

Use original file name

Select this box to use the original file name. Invalid characters (/ \ | “ : < > * ? .) are replaced in the file names with the underscore symbol (_).

Fields tab

Option

Description

Name

The internal name that uniquely identifies the field within the workflow.

Display Name

The name of the field displayed to the user.

Select this box if the field is required.

Components tab

This table lists processing and routing components in a workflow, including their Name, and Type. To activate or configure a component, click the browse button () in the last column () of the table.

Clicking the browse button opens the the properties dialog box for a component. For some process components, you have to explicitly activate the component by selecting the Activate check box in the component properties dialog box. Others are activated after you configure options that allow them to function, such as specifying a destination folder for the Send To Folder component.