Every GlobalAction Workflow begins with one Initiator Node to obtain the documents to be processed.

  1. Drag the Initiator Node onto the Design Canvas.
  2. Configure the Initiator Node Settings, including the assigned Search. Refer to the “Initiator Node” section of the following “Workflow Node Configuration” chapter for details.

While Creating: Test and Save Workflows

It is recommended that the Workflow is unpublished and frequently saved while you are designing it. The earliest that an unpublished Workflow can be saved is after placing an Initiator Node on the Design Canvas.

 While testing a Workflow, it is also recommended that you set the Initiator Node time for at least one hour to give yourself time to remove documents from an unsuccessful test.