Workflows

Creating and editing a workflow

Log in to SAFEQ Cloud Web UI and go to Scan Workflows > Workflows.

You must have ViewScanWorkflow permission to access the section. Additionally, you must have the following permissions to create, edit, and delete scan workflows respectively: CreateScanWorkflow, ModifyScanWorkflow, and DeleteScanWorkflow.

To add a workflow, click Add.

To modify a workflow, click the edit icon next to your selected workflow. The form is the same for adding and editing a workflow and consists of several sections with a specific set of fields.

General section

In the General section, enter the name and the description of your workflow.

The Name and Description fields appear to end users on the terminal. The field "Active" determines, whether the workflow is available on the terminal at all (in addition to how you configured the access rules – see Access rules). 

Destination section

In the Destination section, select a connector. After selecting a connector, its per-workflow customizable fields will be displayed below. Connectors are managed separately.

In this instance, the From, To, Subject, and Body fields are taken over from the selected email connector and represent its customizable parameters. You can use various dynamic placeholders, as described in Workflow variables.

Processing section

In the Processing section, you can enable additional workflow processing. When you enable a Processing step, its configurable fields will be displayed.

Currently, only the OCR processing step is available.

Output section

In the Output section:

1. Enter the Filename.
2. Select the output format. The available formats are PDF, Compact PDF, JPEG, TIFF, and Multipage TIFF.
   

   

3. When OCR processing is enabled in the Processing section, the available formats change to Searchable PDF, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, RTF, and TXT.

4. If you selected the Searchable PDF format, you will see additional configuration options.

   

   • The supported PDF/A compliance types are: PDF/a-1a, PDF/a-1b, PDF/a-2a, PDF/a-2u, PDF/a-3a, PDF/a-3u
   • The supported Encryption strengths are: Low - 40 bit, High -128 bit, and High - AES 128bit.

Scan settings section

In the Scan settings section, configure the general scan settings.

Changing the order of workflows

To alter the order in which workflows are presented on terminals and in the SAFEQ Cloud Web UI, click Reorder in the list of workflows. This will switch the UI to re-ordering mode, where paging is disabled and individual workflows can be dragged & dropped in the desired position.

You must have the ModifyScanWorkflow permission to reorder workflows.

Deleting a workflow

You can delete a workflow directly from the workflow list by clicking the delete icon, or by clicking Delete in the workflow detail. To do this, you must have the DeleteScanWorkflow permission

Deleting a workflow will also remove all access rules that were configured for it.