Building an automated print process

OL Connect Workflow lets you automate the processing, distribution and printing of business documents. Once installed on a server, it can be set up to automate all tasks related to document processes.

Workflow caters for inputs from a huge variety of sources, such as email, web pages, databases, individual files (PDF, CSV, XML, etc), print streams, FTP, and ERP systems. Data from these inputs can be extracted, analyzed, modified, stored, verified, routed and used as triggers for other processes from entirely within Workflow. And of course data can be merged with Designer templates and outputted in multiple ways (printed, emailed, posted, archived, sent to third party solutions, etc.).

This walkthrough will teach you how to create a print process for OL Connect documents – invoices in this case - in the Workflow configuration tool.

It consists of three parts. The first part shows how to build the simplest possible print process in Workflow. Each following part gives you more control over the process and its output and introduces a few more key aspects of Workflow.
The final process merges data with a template to create invoices, prints them to different files – grouped by state - and archives each individual invoice in a folder.

You will discover the OL Connect tasks you need and the appropriate order of tasks in this process and you will learn how to create a branch in a process.

You will also be introduced to basic Workflow concepts, such as the job file and metadata. This will help you understand what is going on in the process and will make it easier for you to build other Workflow processes in the future.

Note: A PDF version of this walkthrough is available for offline use: Workflow_Print_WT.pdf.

Note: The resources needed for this walkthrough can be downloaded here: Workflow-Walkthrough.zip