Creating & Editing Workflows

The Workflow Editor allows you to easily create or edit workflows in the visual interface. Follow the steps below to create your workflow.

 

Starting the editor

  1. With the PAS Manager running go to the Workflows module.
  2. Then click on "New" to launch the Workflow Editor and create a new workflow and begin creating your flow.

Adding Nodes

  1. Using the Node Palette, search for the nodes you wish to use. At minimum the following 3 nodes types should be added:
  2. Click and drag the desired node onto the Graph making sure to place it on the input node placeholder.
  3. Using the Node Properties Pane set the options for the node placed
  4. Repeat steps 1-3 until all nodes are added to the flow

Save & Run the Flow

  1. Click on  to save the current workflow
  2. Close the workflow editor
  3. In the PAS Manager Console go to the Workflows panel
  4. Click on the Start to begin the flow and begin processing documents

Troubleshooting

 


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