About QuickFlows

QuickFlows are templates that Administrators can use to quickly and easily configure workflow rule sets, buttons, devices and more in one centralized location. Each QuickFlow template is presented in a wizard that leads you through a series of steps which include:

  • Requirements – This step checks the Upland AccuRoute Server version, connector, device and other types of configurations. See Before you begin for more information.

  • Naming – This step is used to specify a unique workflow name and add a description. The description is optional.

  • Scan – This step is used to specify Scan button details and properties.

  • Deliver to – This step is used to specify delivery details.

  • Job Properties – This step is used to add, edit, remove, and move job property details in a specific order.

  • Notifications – This step is used to specify a notification type and details.

Before you begin

A minimum requirements check is done when you create a new QuickFlow. A message appears if the minimum requirements are not met. You will not be able to continue and configure the QuickFlow until the minimum requirements pass this check.

Tip: Ensure you have the appropriate connectors and devices configured before you begin.

See the Minimum Requirements Check below.

Access QuickFlows

QuickFlows are in the Server Administrator Console.

To access QuickFlows

  1. Open theServer Administrator Console. The Server Administrator Console window appears.

  2. Click the Expand arrow (>) next to Server Administrator. The Server name appears.

  3. Click the Expand arrow (>) next to the Server name. The Server tree appears.

  4. Click QuickFlows. The QuickFlows window appears.

See the QuickFlows window below.

QuickFlows at a Glance

QuickFlows Window Legend

Description

1. MMC Scope (Server Administrator) pane

Use the MMC Scope (Server Administrator) pane to:

  • View and access all Server Administrator functions including QuickFlows.

  • Create new QuickFlows with the New menu.

Note: MMC is an acronym for Microsoft Management Console.

See About Server Administrator for more information.

2. MMC Result (QuickFlows) pane

View and access saved QuickFlows.

Note: The QuickFlows pane is blank when there are no saved QuickFlows.

The following message appears: There are no items to show in this view.

3. Actions pane

Create new QuickFlows with the More Actions > New menu.

Tip: Any of the panes can be expanded to view more information if the QuickFlows window is resized. See how below.

To expand a pane

  1. Place the mouse pointer on the pane border.

  2. Click the pane border, if necessary. The mouse pointer becomes a double-arrow.

  3. Drag the double-arrow to the right or left  to view more or less information.

Access QuickFlows Templates

You can access the QuickFlows templates by using the New menu in the Server Administrator or Actions pane.

To access the QuickFlows templates

From the Server Administrator pane

  1. Go to the Server Administrator pane.

  2. Right-click QuickFlows. The QuickFlows menu appears.

From the Actions pane

  1. Go to the Actions pane.

  2. Click More Actions. The QuickFlows menu appears.

See also

Creating  a QuickFlow

QuickFlows in Action