Key Terminology

GlobalAction use a set of concepts and terms that describe the creation and deployment of business process workflows. Understanding these concepts and terms assists in designing Workflows in GlobalCapture and GlobalAction.

Nodes

Nodes are the individual elements that create the Workflow structure. Drag them from the Nodes Pane onto the Design Canvas to create a Workflow. Nodes can be connected together with either manual or automatic actions and they can be inserted into a Queue. They can contain a variety of properties and perform Workflow actions such as waiting, moving a document, and alerting a user via email. Conditional Nodes, indicated by their diamond shape, allow users to make decisions in the Workflow.

Drag Nodes onto the Design Canvas in any order you want and repositioned them for the best graphical effect. A Node Settings dialog box will appear automatically, ready for your input, each time a Node is dragged to the Canvas. While Workflow cannot be saved and published without a single Initiator or Import Node at the beginning and one or more End Nodes at the end, it can have as many other Nodes in between the start and the finish of the design as you need.

Connections

Connections are the links between the different Nodes on the Design Canvas. By linking the Nodes, the Connections create a path for your documents that follow your flow of business information. They are represented by arrows pointing towards the direction of the Workflow, with labels explaining the action between Nodes. Reposition a Node and the Connection follows. Hover over a Connection and it will change color to further indicate the direction of its flow. An Out arrow turns green and an In arrows turns red. Connections can be either manual or automatic.

Workflows

Workflows are a combination of steps which collectively represent the processing of a document or business information. Workflows can be saved, copied, printed, and revised. Workflow processes may vary from the very basic to the most complex. GlobalAction and GlobalCapture Workflows are specific to a GlobalSearch database, making use of your database security settings.