Workflow

Workflow rule - Update file attachment metadata

You can update attachment metadata in an iSheet column from an iSheet trigger, or from a document metadata iSheet.
Use
Update file attachment metadata
 to update the site-wide file metadata iSheet when an attachment column contains a file; typically in an intake iSheet or Contract Express Output iSheet.
The
Update file attachment metadata
 action allows you to add information about the attached files for reference, search and visualisation across the site.
Add a new rule
Navigate to
Admin
 >
Workflow management
 >
Rule builder
:
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The
Rule builder
 screen opens:
" "
Click the workflow that will contain the new rule, then click
Add
 >
New Rule
:
" "
The
New rule
 screen opens:
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When creating your new rule, give it a
Name
 and
Description
. When you have finished, select
Save and continue
.
Set triggers
The
Triggers
 tab opens:
" "
Select
iSheet record
 from the first drop-down menu:
" "" "
Then select if your rule will trigger if an iSheet record is
Added
 or
Updated
 :
" "
Select the iSheet that would contain a new or updated record from the
iSheet
 dropdown menu:
" "
Add conditions
If necessary, select
Add condition
.
Select a column that will be monitored to trigger the rule:
" "
And enter the condition (or conditions) for the rule to trigger.
" "
You may add further conditions or triggers.
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When you have finished select
Save and continue
.
Actions
The
Actions
 tab is displayed. In the
Choose action
 menu, select
Update attachment file metadata
 :
" "
Select up to 10 attachment columns that contain data that will be used to populate the file metadata iSheet:
" "
Then select a column to update in the file metadata iSheet:
" "
Enter a mix of text and variables to pull data from the selected source columns. For example, to simply copy the contents of one column to the file metadata iSheet with no other changes, select
Insert variable
 and select the name of the source column.
Select
Save
 to save the actions.

Save and activate

After you save your rule, the rules screen opens:
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You can view the name, status, last modified date and time of your rule, and also who modified it.
Additionally, you have access to the
More actions
 menu:
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The options are as follows:
  • Edit
     - allows you to edit the rule
  • Activate
     - lets you activate your rules and changes the status from
    Draft
     to
    Active
    . If you select
    More actions
     on an active rule, you can instead
    Disable
     the rule.
  • Delete
     - allows you to permanently delete the rule
  • Clone
     - create a copy of the rule

Activating your rules

Once you have created your rules, they must be activated if you want them to trigger. Click
More actions
 >
Activate
 to do so. If you activate rules but your workflow is not active, you will receive a warning message.

This article applies to:

  • Product: HighQ
  • Subject: Workflow