The GlobalCapture Designer is where Workflows are designed and stored. From the Designer's menus, a Workflow can be created, modified, copied, deleted, or published. The GlobalCapture Designer components can be arranged and connected in a variety of ways to create both simple and complex Workflows. A Designer license is required to access the GlobalCapture Designer.

Open GlobalCapture Designer

Click the Design button from the GlobalCapture home page or the Design () icon in the toolbar to open the GlobalCapture Designer. It defaults to an empty Design Canvas to begin a new Workflow.

The GlobalCapture Designer interface

You can change the dimensions of the Designer by resizing your browser window. To view more of the Canvas, click the Hide () icon in the top corner of a pane to collapse it. You can also click on a blank area of the Design Canvas and drag to reposition the Workflow.

GlobalCapture Designer Menu Bar

Use the menu bar to create and edit Workflows and access Templates. (If you have GlobalForms installed, it will also appear on the menu bar.)

GlobalCapture Designer Menu Bar

Access Templates

Click Templates to open the Template Designer.

Control Layout on the Canvas

Use the Layout menu to change the view of a Workflow on the Design Canvas.

Layout Menu in the GlobalCapture Designer.

  • Formatting – In the Formatting group, you can choose the layout of the Workflow elements by: selecting None to position Nodes and Connections freehand; selecting Auto Horizontal to line up the elements horizontally; or selecting Auto Vertical to line up the elements vertically.

  • Link – To show labels for Connections between Nodes, in the Link Labels group, select Show Labels. This useful features is enabled be default. Deselect it for a very dense Workflow and when you want to save space on the Canvas.

  • Zoom – To change the size of the Workflow elements on the Design Canvas, in the Zoom group, select either Zoom In or Zoom Out.

Change Settings

Use the Settings menu to publish or unpublish the Workflow and for enabling Data Validation.

Settings Menu in the GlobalCapture Designer.

  • Published / Unpublished – You can develop or modify your Workflows in draft mode by saving them in the unpublished state. To activate a Workflow, click to toggle to the Published state. New workflows may also be published using the Published Workflow checkbox in the Save Workflow dialog.

    Note that unpublishing a Workflow halts the Import Node, but not the rest of the Workflow. Documents already in the process at the time it was unpublished will continue through the Workflow.

  • Data Validation – Select either Enable or Disable to change the Data Validation setting for all Nodes in the Workflow. (Note that when neither button is enabled, it indicates a conflict in the Data Validation states for the Nodes in the Workflow.)

Workflow Menu

Manage your Workflows from the Workflow menu, where you can create, save, reopen, copy (Save as), print, and delete your Workflow designs.

The Workflow Menu in the GlobalCapture Designer.

Nodes Pane

The Nodes Pane, located on the left-hand side of the GlobalCapture Designer, contains the elements used to build a Workflow. These design elements, called Nodes, can be dragged onto the Design Canvas in any order and can be repositioned as needed. Use the scrollbar to see all of your choices or use Ctrl+Mouse Wheel to zoom the view of the Pane in or out.

The Nodes Pane in the GlobalCapture Designer interface.

Place your mouse pointer over a Node icon to see its label. A selected Node is indicated by a blue box around it. Drag a Node from the Pane onto the Design Canvas and a Node Settings dialog will appear, ready for you to configure how the Node will behave. Once you have entered and saved your settings, you can position and connect the Node into your Workflow.  Note that some Settings are required, and required settings may vary depending on the type of node being configured.  Required fields on the settings panel are noted with a red asterisk.

Process Fields Pane

GlobalCapture Process Fields can be created and then used for extracting data or setting data for the documents being processed. Use Process Field values for controlling process flow, getting and setting data from external data sources, or for collecting relevant data from users in validation.

Fields that are assigned to the Workflow appear in the Process Fields Pane, located on the right-hand side of the GlobalCapture Designer. You can add or delete Process Fields by clicking the Edit () icon in the top right corner of the Pane and use the Workflow Process Field interface that appears. Once assigned, the Fields will appear in the Pane, with the Field ID number, name, and Data Type listed. You can delete a Field from the list by clicking the Delete () icon that appears when you hover your mouse cursor over the Field.

The Process Fields Pane in the GlobalCapture Designer.

Information Pane

The Information Pane, located below the Process Fields Pane, displays context-sensitive details about a selected Node. If the Node has settings, they appear here. Click the Edit () icon in the top right corner of the Pane to bring up the Node Settings dialog.  The information pane is extremely useful when debugging workflows more complex workflows.  It allows you a quick glance at a node's configuration without having to open the settings panel.

The Information Pane in the GlobalCapture Designer.

Design Canvas

The Design Canvas is the area where Nodes are arranged into a visual map of the Workflow. Once Nodes are dropped on the Canvas, they can be selected and moved around. An entire Workflow can be seen at a glance, even with detailed branching.

The Design Canvas area in the GlobalCapture Designer.