Overview of Workflow Designer

Workflow Designer helps you to control generation, output and automation processes for documents. You can specify how to assemble documents, their output formats, and add security before routing them to destinations like email recipients, storage locations, or even to third-part apps. Digital signing and a variety of document automation functions are facilitated using workflows, and you can design them to meet the needs of your business processes.

Workflow Activities

The building blocks of workflows is a unit of action called ‘activities’ , which applies to any document automation assets in DocFusion. There is a wide variety of activities included in the Workflow Designer Toolbox that allow customization through the properties pane. Using the properties allows you tailor the function of a specific activity, or control the flow of other activities based on loops or conditional logic when the activity manages control-flow.

The Canvas

Workflow activities are arranged on a canvas by simply dragging-and-dropping them into position. This also determines the order of activity execution. Selecting activities allows you to configure them and, when you're done creating your workflow, Workflow Designer includes a test feature to ensure the workflow behaves as expected.

Variables, Arguments & References

Another feature of Workflow Designer is the ability to define programmatic variables and their data-types. Variables can be assigned to properties of an activity so that your workflow can pass data from one activity to another and complete dynamically. 

You can also add input and output arguments to the workflow to control its flow, or pass data. They are useful when used with control-flow activities that determine the sequence of activities in a workflow using conditional logic or other programmatic functions.

References allow you link to libraries that assist your workflow's execution and enhance its functionality. When used together with variables and arguments, you have a complete solution to design workflows that meet the needs of any business process.