Import Inbox Node

This node applies to GlobalAction only.

The Inbox Import node allows files saved to a GlobalSearch Inbox to be ingested into a GlobalAction workflow. This approach removes the need for an Initiator Search, and adds the document to an Archive before continuing through the workflow process for that document.

This node will need to be downloaded from the Square 9 SDN before proceeding.

Node Properties

Title

Add a title for this node. Your title should be brief but descriptive about what is being picked up. Titles are useful when reading the history in the history of a workflow for easier understanding of the overall process.

Description

Provide a synopsis of what this node is doing, or make note of any important details. This is useful for providing additional information such as workflow details, pick up Inbox, destination Archive, use case information, etc. A good description is helpful when returning to modify the workflow in the future.

Frequency

Includes settings for Days, Hours and Minutes. By default, this is set to 15 minutes. Setting the frequency is important for how often you’d like for this to execute. For example, if there is a nightly upload we’d want this to run once every 24 hours and can set the frequency to do so.

The workflow will run with the scheduled frequency each time the workflow is saved. Ex. If you set the frequency to 1 hour and save the workflow at 2:42 pm, it will run immediately on save and then again at 3:42 pm and so one. If you were to modify the workflow at 3:15 pm and save, it would run immediately and then again at 4:15.

Data Validation

Data Validation is only an option in GlobalCapture.

Data Validation

The Data Validation checkbox is enabled by default to enforce Data Types or Length settings for Fields. When enabled, if data does not meet the type or length settings for the field, the process will error on this node.

Source Inbox

Select the GlobalSearch Inbox from which to import documents. Inboxes are not database specific and documents can be moved to any archive.

Destination Archive

Select an archive within the database to which the document will be added before continuing through the workflow process.

If a GlobalAction workflow is created in the SoundCoast database, then the Destination Archive swill only display archives from that database.

Use Case

Importing documents from an inbox to an archive on a nightly basis

In this example, I've configured the Import Inbox node in a GlobalAction workflow that takes documents that have been imported to an inbox, to an archive for safe-keeping. This is useful if you have documents with no index data but would like to move them to an archive where they are secured.