Creating the branch

Now we can create the branch that archives the invoices.

  1. Launch Workflow and open the advanced print process.
  2. In the Plug-in Bar, the Process logic tab, locate the Branch task and drag and drop it underneath the All In One task.

    Tip: Dragging an output task - such as the Create Output task - between two tasks in a process and adding it as an Output task creates a new branch with the respective task at its end.

  3. In the Plug-in Bar, in the OL Connect tab, locate the Create Job task and drag and drop it on the new branch. The Create Job Properties window opens.
  4. Set the Create Job task to use the DocTags-InvNumber Job Preset.
  5. In the Plug-in Bar, in the OL Connect tab, locate the Create Output task and drag and drop it on the ‘Unknown’ output task.

  6. Set the Create Output task to use the PDF-archive Output Preset. The final process looks like this:

Debugging the process

Before sending the configuration to the OL Connect Workflow service, debug the process using the Step button.

  • Pay attention to the name of the job file and metadata file: they change once the process has entered the branch. The job file and metadata file get copied when the process enters a branch. When the main process resumes after the branch has completed, it does so with the original files.
  • Note that branches are not executed simultaneously. When a process branches, steps in the branch are executed first.
  • After the branch has been executed, the main process continues.

The process should now output one PDF per invoice in addition to the PDF files that contain the grouped invoices.