(Last update of this topic: 05-07-2024)
The workflow actions are stored in categories:
• | Logic: Actions for controlling the workflow process. |
• | Adjustment: Actions that change the document. |
• | Output: Actions with a document output. |
• | Support: Special actions that should only be executed after consultation of the steadyPRINT Support, if possible. |
• | Templates: Compiled actions for common applications (e.g. reliable printing) and referencing of individually built workflows. |
Logic
The actions in this category control which actions are executed when on the document.
Action |
Function |
Conditional performance of actions: |
Controls the workflow process on the basis of conditions. |
Selection: |
Provides the user with choices from which he/she has to choose one. |
Display message window: |
Displays a message window during the execution of the workflow. |
Text search: |
Browses the document for a certain search term. |
Terminate workflow: |
Terminates the workflow without executing any further actions. |
Sub workflow: |
Creates a copy of the document and starts a separate workflow. |
Page selection: |
Select the pages that will be affected by the following indented actions. |
Adjustments
These actions change the document and adjust it.
Permissions: |
Protect the opening or the settings of the document by using a password. |
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Watermark: |
Provide the document with a watermark by entering a free text. This text can then be displayed at different positions of the pages. In addition, select an adequate font size and color. |
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Background image: |
Add a background or foreground image to the pages of the document. The image can be a PDF or PNG file. |
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Merge documents: |
Merge individual pages into one document. |
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Archive document format: |
Converts the document into one of the following archive formats:
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Sign: |
Sign the document in the signer. Note that the document may not be adapted again after signing. Otherwise the validity of the signature will be lost. |
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Change document name: |
Change the name of the document within the workflow. Pre-defined characters or umlauts can thus be easily removed. |
Output
Output actions create an output of a document. Possible outputs include saving the document to a file system or even sending it by e-mail.
A workflow without an output action discards the print job and its document.
Saving to the file system: |
Save the document to the file system and directly open the respective folder or file with the default program. |
Sending by e-mail: |
Send the document as an e-mail attachment. |
Printing: |
Print the document to a printer. |
SecurePrint: |
Sends the document to the SecurePrinter |
Saves the document to the batch. |
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Saving to cloud: |
Enable the user to have the document stored to the cloud. |
Printing
Printing actions are only intended to print the document.
vPrinter: |
Opens the vPrinter for further actions. |
vName: |
Print the document without assignment and without local availability of the vName printer with a template. |
Virtual printing: |
Print the document without assignment and without local availability of the printer with a template. |
Default printer: |
Print to the current default printer of the user. |
User-defined printing: |
The user can freely choose the printer. |
Important |
Only Output Actions Create Documents |
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Only the output actions create documents from the print job. A workflow without an output actions does not create a document. The print job from the program is discarded after the workflow is executed. |
Templates
Templates are a set of pre-defined actions representing frequently occurring applicatons and individually built workflows that can be used again.
Reliable printing: |
A target printer cannot be used, a replacement printer is to be used automatically. |
Printing or sending by e-mail: |
If the text search is successful, the user should be given the choice of whether to print the document or send it by e-mail. If the search was unsuccessful, the document should only be printed. |
Workflow references: |
Use a workflow that has already been created again in this workflow. This way, you can use workflows with certain settings again and again and adjustments have to be made only at one place. |