Workflow Manager Users Guide

imageIntroduction
spacer image imageWelcome to WorkflowManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageProjects, Tasks, and Templates
spacer image imageSettings
spacer image imageSuggestions for Creating a Project Template
imageWorkflow Interface
spacer image imageWorkflowManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing WorkflowManager
spacer image imageRecording Time Spent Screen
spacer image imageDifference Between Time Sheet and Time Slip
spacer image imageTime Sheet
spacer image imageTime Slip
spacer image imageRelated Items
spacer image imageRelated Contacts
spacer image imageSaving or Adding Related Items
spacer image imageRelated Forms
imagePadlocks
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
imageTask Scheduler
spacer image imageOverview of Tasks
spacer image imageInbox Screen
spacer image imageGroup Inbox Screen
spacer image imageClaim a Task
spacer image imageTask List Icons
spacer image imageTask Status
spacer image imageAdd New Task
spacer image imageAdd Dependent Task
spacer image imageAdd Task Reminder
spacer image imageTask Assignment
spacer image imageView Task Status
spacer image imageView Task Details
spacer image imageUpdate Status/Transfer Task Screen
spacer image imageRecord Task Time
spacer image imageClose a Task
spacer image imageForward a Task
spacer image imageReply to a Task
spacer image imageSuspend a Task
spacer image imageModify a Task
imageProjects
spacer image imageOverview of Workflow Projects
spacer image imageProjects Screen in WorkflowManager
spacer image imageStart Project Screen
spacer image imageStarting a Project
spacer image imageStarting a Sub-Project
spacer image imageSchedule Project Start Time
spacer image imageView Project Details
spacer image imageRecord Project Time
spacer image imagePerpetual Project
spacer image imageProject List Icons
spacer image imageSuspend a Project
spacer image imageDelete a Project
spacer image imageCanceling a Project
spacer image imageOverview of Project Templates
spacer image imageProject Template Screen
spacer image imageCreate New Project Template
spacer image imageModify Existing Template
spacer image imageView Template Details
spacer image imageCopy Existing Template
spacer image imageCopy as Shared
spacer image imageImporting or Exporting a Project Template
spacer image imageNew Template Folder
spacer image imagePersonal Assistant
spacer image imageProject Reports
spacer image imageActive Tasks Report
spacer image imageCreated Projects Report
spacer image imageEstimated Hours by Resource Type Report
spacer image imageGeneral Project Information Report
spacer image imageProject Detail Report
spacer image imageGeneral Information Tab
spacer image imageBudget Information
imageTokens
spacer image imageInsert Token
spacer image imageLink Token
spacer image imageProgress/Notes Screen
spacer image imageOffice-Wide Group
spacer image imageTray Icons
spacer image imageResolving a Critical Error
spacer image imageWeb Based Experience
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling
spacer image imageUninstalling
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
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spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
image
spacer image imageIntegration with Messenger
spacer image imageIntegration with Contact Manager
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imageUsing Help
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imageGlossary of Terms
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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.