Skip to main content

automation is required

Automation

The Automation is a pervasive aspect of the LogicalDOC platform and represents the way you have to program things using a simple scripting language. Sometimes you wish LogicalDOC to execute your own logic when something special happens during a...

Automation

The Automation is a pervasive aspect of the LogicalDOC platform and represents the way you have to program things using a simple scripting language.

[icon style="fa...

Designing a Workflow

attribute available for dynamic task assignment: ld_initiator: the user that manually launched the workflow
Automation You can execute your own business logic when the task is instantiated or assigned to a participant, to do so open the...

Fillers

the panel. In this case, the table allows you to: Add fillers to the chain Reorder execution (drag & drop) Remove fillers Automation You can execute your own automation script before and after each filler execution. [automation] AUTOMATION CONTEXT:...

Import Folders

to import and each column a specific metadata. You can download a complete example of Import Folder with index file. [automation] AUTOMATION CONTEXT: IMPORT FOLDERSVariableJava ClassDescriptionimportFolder ImportFolder the import folder being processed...

Autofill Using Fillers

labels evaluated, the text extracted from the selected region using OCR, and any transformations applied through automation scripts or regular expressions before the final value is assigned to the document attribute. This information is useful for...

SAML Single Sign-On

the standard login page continues to be available and works as usual. [/alert] Validation You may optionally provide an automation procedure invoked any time a user is about to be authenticated through the SAML to decide if it must be authenticated or...

Custom ID and Naming

is saved as a new file and here you may define how to name it, in the scheme you may use a combination of tokens and automation. If no scheme is specified, it will be used the default -$segment. that will generate segments like document-1.pdf,...

External Authentication

LogicalDOC will be retained otherwise they will be overwritten by those specified in the LDAP or AD server Validation: an automation procedure invoked any time a user is about to be authenticated through the LDAP to decide if it must be authenticated or...

Robots

the robot: Classifies the sentence using the classifier. Extracts tokens using the tokens detector. Executes a matching automation script (called an “answer”) associated with the identified category. If the classification or token extraction fails, a...

Attribute Sets

for that attribute type. In your script, you do your elaborations and update the variable $attribute accordingly. [automation] AUTOMATION CONTEXT: INITIALIZATION Variable Java Class Description object ExtensibleObject the object under initialization,...

Templates

this case, the permission to access the administration is also required). Validation You may optionally provide an automation script which to validate the input of the user when an object is created or modified. Implement your own validation logic and...

Email Accounts

filter. Note: Only active mailboxes will be inspected at regular intervals by the scheduled task Email Download. Into the Automation tab you can write your automation procedure that will be invoked at each import passing the email variable. [automation]...

Snippets

Info Body [/alert] download Include Drop Table: AUTOMATION CONTEXT: VALIDATIONVariableJava ClassDescriptionobjectExtensibleObjectthe object under validation, for instance a Document or a...

Branding

custom HTML contents in the LogicalDOC interface just click the button of the zone you want to edit. You may also use an Automation code in the content's definition instead of putting just static HTML. [automation] AUTOMATION CONTEXT: BRANDING Variable...

Web Forms

can fill the answers. Everybody can fill the form, it is not required to be registered as LogicalDOC user. [/alert] Automation Most of the settings (Title, Description...) can contain automation code to make the result dynamic. [automation] AUTOMATION...

Dashlets

Query: query for the data retrieval (not valid for custom content dashlets) Content: dynamic content written using the automation syntax (valid only for custom content dashlets) Columns: the list of metadata to show in the display grid [lightbox2...

Editing the content of a document

LogicalDOC handles the modifications of content through check-out/check-in cycles. However, these changes are only possible if you have the Write permission in the folder where the document is stored. The check-out operation locks the document so that...

Send a document by Email

option will not be available if more than one document is selected. In the Subject and in the Body, you can use the Automation to dynamically compose the content. [automation] AUTOMATION CONTEXT: SEND MAIL Variable Java Class Description sender User the...

Zonal OCR

Pattern characters for dates y Year M Month in year d Day in month In any case, for each type of field, you can define an automation script that will be executed when the zone gets filtered and subsequently elaborated on a specific document....