A Queue represents a process or a subprocess within the Workflow, which could consist of one or several actions concerning a document. Queues can be nested within other processes. For example, if there a collection of documents waiting to be approved or rejected, those documents would be sitting a Queue. An Email notification from within the Queue could trigger the user to change the documents’ status to “approved,” sending them to the next action in the Workflow.

 

Each Queue has its own security and reporting parameters, enforcing business rules while setting individual criterion for what you can see or do. While a document is in a Queue users who have View permissions to that document but not the Queue can see it in the Document Viewer, but it cannot move it, rotate it, or edit it any way. Users or groups assigned to the Queue are the only ones with the ability to see the Workflow buttons for a document that is part of a process and take action on a document. GlobalSearch permissions still apply. When a document is in a Queue, only a system administrator has access to edit it. To view but not modify it, a user must have View permission for the Archive the Workflow Search is based on.

 

  1. Drag a Queue Node from the Nodes Pane to the Design Canvas.
    1. The Queue Settings dialog box will appear.
  2. Enter a unique name for the Node in the Title text box.
  3. Enter a description in the Description text box.
  4. Select who will be granted access to the Workflow from the Available Users & Groups list and click the Move (arrow) button to add them to the Secured Users & Groups list. One or more users or groups can be selected at a time.
  5. Click Save.
  6. Add one or more Nodes to the Queue (a Connection will not link up to an empty Queue Node).

 


Queue Settings

 

Queue can have both System and User Actions. System Actions allow a document to leave a Queue without user involvement. User Actions are triggered when the user manually clicks a Workflow button in the Document Viewer for a particular document.

When adding a Node to a Queue, the Queue box must go from grey to green to indicate that it is positioned in the Queue.

  1. Place your mouse pointer over the Queue Connection Point (small circle in the upper right corner of the Queue Node) on the Design Canvas.
    1. The mouse pointer becomes a selection ( ) icon.
  2. To create a User Action Link, drag a Connection from the Queue Connection Point to the next Node outside of the Queue in the Workflow.
  3. To create a System Action Link, drag a Connection from a Node inside the Queue to the Next Node in the Workflow.
  4. Enter a unique name for the User Action Link in the Title text box.
  5. Enter a description in the Description text box.
  6. Click Save.

 

 
Queue User Action Link