Workflow Manager Users Guide

spacer image imageWelcome to WorkflowManager
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spacer image imageRecording Time Spent Screen
spacer image imageDifference Between Time Sheet and Time Slip
spacer image imageTime Sheet
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spacer image imageRelated Items
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spacer image imageSaving or Adding Related Items
spacer image imageRelated Forms
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageAction Scheduler
spacer image imageAction Scheduler Screen
spacer image imageAction Selector Screen
spacer image imageDelivery as an Action
spacer image imageStart Project as an Action
spacer image imageOpen File or Application as an Action
spacer image imageSelect Contact as an Action
spacer image imagePrint Digital Item for Contact
spacer image imageClose Task or Project as an Action
spacer image imageTransfer Task as an Action
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spacer image imageOverview of Workflow Projects
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spacer image imageStart Project Screen
spacer image imageStarting a Project
spacer image imageStarting a Sub-Project
spacer image imageSchedule Project Start Time
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spacer image imageRecord Project Time
spacer image imagePerpetual Project
spacer image imageProject List Icons
spacer image imageSuspend a Project
spacer image imageDelete a Project
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spacer image imageOverview of Project Templates
spacer image imageProject Template Screen
spacer image imageCreate New Project Template
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spacer image imageProject Reports
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spacer image imageGeneral Information Tab
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imageGlossary of Terms

Action Scheduler - Print Digital Item for Contact

The "Opening an application" feature in the Action Selector screen, in conjunction with a command line parameter, can be used to establish a task action to automatically print an item that is stored in a contact's digital file.

Command line parameters are additional commands appended after the name of the application or command that modify the application or command's behavior when it runs.

To establish a task action in the Action Selector screen to print a digital item for a contact perform the following steps:

  • Click to make the Open File/Application tab the active tab and schedule when the action is to be performed.
  • Click to select run the specified application.
  • Enter PortalsXpress.exe for the name of the application.
  • Enter --printDigitalItem --contactID (contact id) --digitalItem (path to digital item) in the command line field.

Use Case Example
Assume that you have 50 clients for whom you provide XYZ professional services. Further assume that for every XYZ client that you enter as a contact in ContactManager you place a document called Summary.txt in a folder called ClientReports in that contact's digital file.

Next, assume that you wish to print the Summary.txt report for each of those 50 clients on March 1, 2007 at 7:00 am. Refer to the steps and image presented below for details.
  • In the workflow project that you wish establish this task action, click to make the Open File/Application tab the active tab.
  • Schedule when the action is to be performed by selecting On, 3/1/07, 7:00 AM.
  • Click to select Run the specified application.
  • Enter PortalsXpress.exe for the name of the specified application.
  • Enter --printDigitalItem --contactID #Primary:ContactID# --digitalItem ClientReports~Summary.txt in the command line field.

This specifies that you wish to print a digital file item for the project's primary contact (your client), that the digital item is called Summary.txt, and that the Summary.txt file is located in the ClientReports folder. Also note that the use of the #Primary:ContactID# token when establishing this command line automatically identifies the contact.

You can easily start the project with this task and action for one or more of your contacts in ContactManager and automatically print their respective Summary.txt files.