Workflow Kick-Offs

Automation settings in Rubex allow you to set up an automated Workflow kick-off whenever certain actions take place.

Workflow automation settings can be created on cabinets, drawers, and folders.

To create a new workflow kick-off, start by selecting a cabinet, drawer, or folder. Then select the automation setting in the details menu on the right. This is represented by a 'Bell' icon.

This should open up the automation panel on the right hand side of the screen, which will show all currently existing automation settings for this location.

Click on the '+' icon at the top right to begin creating a new automation setting.

In the 'Action' drop down menu, select 'Start Workflow'. This will open up new options for you to choose when a workflow is kicked off for this location. These options include:

• When a file is uploaded
• When a file is moved into this location
• When a new sub-directory is created in this location

Select the options you wish to use, at least one will need to be checked to progress through the automation setting creation. Once an option is selected, the 'Select Workflow' button will become active.

Click on 'Select Workflow' and it will open up a new window listing all available and applicable workflows for you to select from. Select the workflow you wish to use and then click on the 'Select' button at the bottom right of the window.

Once satisfied, click on 'Save' to save the automation setting.