Synergize Process Server Actions
Actions are the building blocks of any process. In the Process Designer, a toolbox or palette contains a wide range of actions. Additional actions can be created for even more customization. Actions are connected together to form a flow.
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Actions can derive useful information from each other through a technique known as binding. By binding a property of one action to the property of another action, dynamic data processing can be achieved.
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Actions can represent discrete steps in a process or they can act as logical containers, representing loops and branches in the flow. In this way, actions can be nested within other actions. In fact, nesting is often necessary to design a valid process.
Generic SPS Action Example
Main action description.
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Action icon or image |
DLL name |
Version |
Prerequisite Actions
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Action Name |
Nested? |
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Outbound Properties
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Activity |
Type |
Description |
Bindable? |
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Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
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Example Process Flow
Graphic of process flow with this action included.
Add Annotation Action
Adds a text annotation to a document in a repository.
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Microdea.ProcessServer.Actions.Synergize.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
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Annotation Text |
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Document |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Add Document Child Values
Adds a set of child values to a document.
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
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Document |
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Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Child Properties |
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Document |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Add Document Cross Reference
Use this action to add a document cross reference.
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Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Reference Document |
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Source Document |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Add Document To Group
Adds a specified document to a document group in the Synergize repository.
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Synergize.ProcessServer.Actions.Core.dll |
v 1.0.0.15 SP38 |
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
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AddToEnd |
Boolean |
Should the document be added to the end of the document group |
True |
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Document |
String |
The document to add to the group |
True |
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DocumentGroup |
String |
The group to add the document to. Defaults to its closest ancestor. |
True |
Add or Update Document Child Values
Adds or updates a set of child values for a document.
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
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Document |
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Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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ChildProperties |
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Document |
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KeyField |
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SecondaryKeyField |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Add Email Attachment
Prepares a file for an email attachment.
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
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AttachmentFile |
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AttachmentName |
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Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Advanced File Printer
Prints an image with the option to specify the paper tray.
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Duplex |
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Filename |
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PrinterSettings |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Apply Watermark Action
Applies a watermark to an image.
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
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WatermarkImageFile |
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ImageFile |
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TransparentColor |
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Name |
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ProcessedImageFile |
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Name |
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
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OutputColorMode |
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Overwrite |
Boolean |
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ImageFile |
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Transparency |
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TransparentColor |
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WatermarkImageFile |
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WatermarkPlacement |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Blank Page Removal Action (Deprecated)
Removes blank pages from a document.
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
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Source |
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Name |
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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BlankPageSize |
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Source |
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Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Branch Conditional Execution Action
This commonly used action is a Boolean test where subsequent actions are executed depending on the true/false value of a statement.
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Microdea.ProcessServer.Actions.Core.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Branch Conditional Select Branch Action
Splits the path of execution. The branches must each start with a branch action. They are tested from left to right and as soon as a Boolean TRUE is found, execution continues down that branch and no further tests are done. The logic you create is essentially a case structure.
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If you want a default action that always executes if all other previous Boolean values evaluate to FALSE, set the rightmost branch to a literal TRUE.
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If your conditions are based only on document properties, the Select Document Branch action is easier to use.
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Microdea.ProcessServer.Actions.Core.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Business Time Since
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Microdea.ProcessServer.Actions.Synergize.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Source |
|||
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Name |
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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1-Sunday |
Boolean |
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2-Monday |
Boolean |
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3-Tuesday |
Boolean |
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4-Wednesday |
Boolean |
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5-Thursday |
Boolean |
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6-Friday |
Boolean |
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7-Saturday |
Boolean |
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DayEndTime |
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DayStartTime |
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Document |
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SourceTime |
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TargetAge |
Can Open File
Tries to open a file and reports results.
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Microdea.ProcessServer.Actions.Synergize.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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SourceFile |
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Cascading Lookup Action
Queries a data source and uses the results to query another data source.
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Microdea.ProcessServer.Actions.Core.dll |
Version |
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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CascadingMapping |
True |
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MaxResults |
True |
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Timeout |
True |
Cast Entity Type
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Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Version |
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
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Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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StringValue |
String |
True |
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Change Line Endings
Converts the line endings of an ASCii file to either Windows or UNIX line endings.
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Microdea.ProcessServer.Actions.Core.dll |
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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ConvertToWindows |
Boolean |
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Overwrite |
Boolean |
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SourceFile |
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Change String Case
Converts a string to upper or lower case.
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Microdea.ProcessServer.Actions.Core.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
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Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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SourceText |
String |
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Checkin Entity Action
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Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Version |
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
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Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
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Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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EntityNumber |
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True |
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EntityType |
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Choice of: Load, Order, Quote, Invoice, FreightBill |
True |
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OrganizationName |
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True |
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DocumentFormat |
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True |
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DocumentId |
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True |
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DocumentType |
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True |
Clone Existing Document
Creates a new local document based on the properties of an existing one.
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Microdea.ProcessServer.Actions.Synergize.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
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Outbound Properties
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Base Properties (All Actions)
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Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
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Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
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NewFilename |
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OriginalDocument |
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Example Process Flow
Graphic of process flow with this action included.
Coded File Name
Creates a new Synergize document and sets some fields based on the file name.
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Microdea.ProcessServer.Actions.Synergize.dll |
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Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Elements |
|||
|
Filename |
Example Process Flow
Graphic of process flow with this action included.
Concatenate Field Values
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Microdea.ProcessServer.Actions.Core.dll |
Concatenates (joins) values from a field in a specified table.
Prerequisite Actions
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Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
AntiNull |
Boolean |
||
|
Filter |
|||
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KeyField |
|||
|
MaxLength |
|||
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MaxResults |
|||
|
Separator |
|||
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SortOrder |
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|
Table |
|||
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Timeout |
Example Process Flow
Graphic of process flow with this action included.
Container
Holds actions in a logical group that can be minimized in the Process Designer. A container can be used as a single point of entry when a preceding action is limited to a single child action.
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Microdea.ProcessServer.Actions.Core.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Convert to PDF Action
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Microdea.ProcessServer.Actions.Core.dll |
|
Converts an image to a PDF file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceFile |
|||
|
ForceToBitonal |
|||
|
ForceColorToGrayscale |
Example Process Flow
Graphic of process flow with this action included.
Convert to TIFF Action
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Microdea.ProcessServer.Actions.Core.dll |
|
Converts a document image to TIFF format.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
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Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConvertToBitonal |
Boolean |
||
|
ForceColorToGrayscale |
Boolean |
||
|
SourceFile |
|||
|
RenderTimeout |
|||
|
EnsureMaximumSize |
|||
|
MaximumHeight |
|||
|
MaximumWidth |
Example Process Flow
Graphic of process flow with this action included.
Copy File Action
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Microdea.ProcessServer.Actions.Core.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
FaultIfNotFound |
Boolean |
||
|
DestinationFolder |
|||
|
OutputName |
|||
|
SourceFile |
Example Process Flow
Graphic of process flow with this action included.
Create Document
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Creates a new document in the Synergize repository from a file and a list of properties.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentID |
|||
|
Filename |
Example Process Flow
Graphic of process flow with this action included.
Create Document Group
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Creates a group of documents.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Create Document Link
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Create Document Package Link
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
IntegrationWebRoot |
|||
|
KeyValue |
|||
|
PackageName |
|||
|
SecurityTag |
Example Process Flow
Graphic of process flow with this action included.
Create Document Version
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Saves a specified document version to the Synergize repository.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
VersionName |
Example Process Flow
Graphic of process flow with this action included.
Create ReportSource Text Report
|
|
|
Produces a text report based on a ReportSource file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ReportSource |
Example Process Flow
Graphic of process flow with this action included.
Create Stamp Annotation
|
|
Creates a stamp on the document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Bold |
Boolean |
||
|
FontSize |
|||
|
ForegroundColor |
|||
|
Location |
|||
|
Size |
|||
|
Text |
|||
|
Document |
Example Process Flow
Graphic of process flow with this action included.
Create Thumbnail Pages
|
|
|
Creates a multi-page image of thumbnail images of the documents in a list.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ThumbnailDocument |
|||
|
|||
|
|||
|
|||
|
|||
|
|||
|
|||
|
ActionResult |
|||
|
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CompressionLevel |
|
|
|
|
Documents |
|
|
|
|
HorizontalAlignment |
|
|
|
|
ImagesAcross |
|
|
|
|
ImagesDown |
|
|
|
|
MarginSizeInInches |
|
|
|
|
|
|
|
|
|
|
|
|
PaddingSizeInInches |
|
|
|
|
|
|
|
|
|
|
|
|
PageSizeInInches |
|
|
|
|
|
|
|
|
|
|
|
|
Resolution |
|
|
|
|
VerticalAlignment |
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Crop Image
|
|
|
Crops an image.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Area |
|||
|
ImageFile |
|||
|
PageNo |
|||
|
ConvertToBitonal |
Boolean |
||
|
Overwrite |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
CSV Line Extractor
|
|
Microdea.ProcessServer.Actions.Core.dll |
Extracts field values from a line of comma-separated values (CSV).
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Fail if Not All Fields Found |
Boolean |
||
|
Line |
|||
|
Elements |
Example Process Flow
Graphic of process flow with this action included.
Database...
Database Connection
|
|
Synergize.ProcessServer.Actions.Core.dll |
Version |
Makes a connection to any database. This action is a container and all actions within the container have access to the database to which it is connected.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConnectionParameters |
String |
Provider=<PROVIDER>; Data Source=<SERVER>; Initial Catalog=<DATABASE>; User Id=<USERNAME>; Password=encrypted; Timeout=30; |
False |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Database Delete Row Action
|
|
Microdea.ProcessServer.Actions.Core.dll |
Version |
Deletes a row identified by a query from a table.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filter |
|||
|
Table |
|||
|
Timeout |
Example Process Flow
Graphic of process flow with this action included.
Database Insert Row
|
|
Microdea.ProcessServer.Actions.Core.dll |
Version |
Inserts a row into a specified table in the connected database.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Table |
|||
|
Timeout |
Example Process Flow
Graphic of process flow with this action included.
Database Row Query
|
|
Synergize.ProcessServer.Actions.Core.dll |
Version |
Queries any table or view in the connected database and loops through each row in the result set.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Date Difference
|
|
Microdea.ProcessServer.Actions.Core.dll |
Adds days to a given date and returns a new date.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ResultDate |
|||
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DaysToAdd |
|||
|
StartingDate |
Example Process Flow
Graphic of process flow with this action included.
Date Time Formatter
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Applies a format to a given date-time value.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DateTimeValue |
|||
|
Format |
Example Process Flow
Graphic of process flow with this action included.
Define Counter
|
|
Microdea.ProcessServer.Actions.Core.dll |
Sets up a counter for use within a loop.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Counter |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
From |
|||
|
ResetOnProcessStart |
Boolean |
||
|
To |
Ending value for the counter. Use -1 to count indefinitely. |
Example Process Flow
Graphic of process flow with this action included.
Define ReportSource
|
|
Produce a blank ReportSource file for use by downstream actions in the process.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Counter |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
None.
Example Process Flow
Graphic of process flow with this action included.
Define Variable
|
|
Microdea.ProcessServer.Actions.Core.dll |
Defines a new variable.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Variable |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Value |
Example Process Flow
Graphic of process flow with this action included.
Define Variable String
|
Action image |
DLL name |
Version |
Main action description.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Variable |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Delay Trigger Execution
|
|
Microdea.ProcessServer.Actions.Core.dll |
Waits for a specified amount of time.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
EnabledWindowEndTime |
|||
|
EnabledWindowStartTime |
|||
|
TimeoutDuration |
Example Process Flow
Graphic of process flow with this action included.
Delete Document from Synergize
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Delete Document Image
|
|
Deletes the actual file stored in association with a document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
Example Process Flow
Graphic of process flow with this action included.
Delete Document Group Images
|
|
|
Main action description.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Delete File
|
|
|
Deletes a specified file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filename |
Example Process Flow
Graphic of process flow with this action included.
Delete Folder
|
|
Deletes a specified folder and its contents.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Directory |
Example Process Flow
Graphic of process flow with this action included.
Document Branch
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Tests any document property to determine if execution should continue down a path. If the result is false, execution does not continue.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Document Group Text Formatter
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Formats text using values from a document group.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Extension |
|||
|
WriteToFile |
|||
|
DocumentGroup |
|||
|
FooterFormat |
|||
|
HeaderFormat |
|||
|
LineFormat |
Example Process Flow
Graphic of process flow with this action included.
Document Text Formatter
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Formats text using values from a document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
Format |
Example Process Flow
Graphic of process flow with this action included.
Document Type Lookup
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Finds the document type name from its ID.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentTypeID |
Example Process Flow
Graphic of process flow with this action included.
Document Type from Alias Lookup
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Finds the document type name from its alias.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentTypeAlias |
Example Process Flow
Graphic of process flow with this action included.
Double Are Equal Action
|
|
|
Determines if two values are equal.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Value1 |
|||
|
Value2 |
|||
|
Epsilon |
|
||
|
Negate |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
Double Math Action
|
|
|
Performs a calculation based on Double values.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Operation |
|||
|
Value1 |
|||
|
Value2 |
Example Process Flow
Graphic of process flow with this action included.
Download HTTP Request Action
|
|
MicrodeaProcessServer.Actions.WebService.dll |
1.0.0.0 |
This action was originally designed to support document pulls in the 2023 Omnitracs One platform; however, it can also be used to support other download scenarios from other platforms and services. The 2023 Omnitracs integration API pull SPS action gets document images from a Solera Omnitracs One platform solution and puts them in a folder in your own on-prem or SaaS instance of Transflo Synergize 14.4.12 or a newer release.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Authentication.Credentials |
|
|
|
|
Definitions
|
|
|
|
|
Key-Value Pairs
|
|
|
|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Basic Authentication |
Boolean |
|
|
|
Content-Type |
String |
|
|
|
Service.Action URL |
String |
Source system for the document. |
|
|
Files.Filename |
String |
Examples: PDF or TIFF |
|
Example Process Flow
Graphic of process flow with this action included.
Dynamic Property Extractor
|
|
|
Serves as an intermediate binding point for use by the ActionCondition.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
BooleanValue |
Boolean |
|
|
|
DateValue |
|
|
|
|
DecimalValue |
|
|
|
|
DoubleValue |
|
|
|
|
IntegerValue |
Integer |
|
|
|
TextValue |
String |
|
|
Elapsed Time
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Calculates the difference between start and end times.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
EndTime |
|||
|
StartTime |
Email Document Group Deluxe
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Sends a group of documents by email. The document group is split up by email addressee. Then the individual documents that need to go to each addressee are split into individual attachments. If no documents are found, a email can be sent with a general message and no attachments.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
Any action that produces a Document List. Typically, this is Synergize Document Search. The images for the documents in the document list must also be available. |
Nested or Un-nested |
Outbound Properties
|
Activity |
Type |
Description |
|---|---|---|
|
ActionResult |
ActionResult |
Shows results of this action; includes a boolean for success and an error message if any. |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Password |
String |
Password for the mail server's username. |
No |
|
Username |
String |
Username for accessing the mail server. |
No |
|
DocumentGroup |
DocumentList |
A collection of Synergize documents. |
Only |
|
EmailAddressField |
String |
A Synergize Document Property containing a valid email destination for the recipient of the document. This is usually dynamically populated with Set Document Properties, as opposed to actually being stored with the document, so you can look up the current customer email address in a preceding step. |
Yes |
|
GroupingField |
String |
The DocumentGroup is split based on the value of this Document Property, creating a new attachment. |
Yes |
|
Bcc |
String |
Valid email destination for blind courtesy copy recipients. |
Yes |
|
DefaultEmailAddress |
String |
An email address to use if no attachments are created and SendIfNoDocuments is set to True. |
Yes |
|
EmailBody |
String |
The full text of the message. |
Yes |
|
SendAsHtml |
Boolean |
If true, allows for the message to be formatted in HTML. |
No |
|
Sender |
String |
Name or valid email address of the sender. |
Yes |
|
Subject |
String |
Text to include on the subject line of the email. |
Yes |
|
AttachmentFormat |
String |
The text to use for naming the attachment. This is usually derived from the document (like a bill number). |
No |
|
ConvertToPDF |
Boolean |
Convert the attachment image to PDF prior to sending. |
Yes |
|
ForceBitonal |
Boolean |
Use only a bitonal format for images in the PDF. |
Yes |
|
ForceColorToGrayscale |
Boolean |
Use grayscale images wherever color ones appear in the PDF. |
No |
|
MaximumEmailSize |
Integer |
Specify the upper limit of size for the email, in bytes. |
Yes |
|
SendIfNoDocuments |
Boolean |
Send the email even if there are no attachments. |
No |
|
EmailPort |
Integer |
Port number of the email server. |
Yes |
|
EmailServer |
String |
Hostname or IP address of the email server. |
Yes |
|
HeloDomain |
String |
The fully-qualified domain name of the email server initiating the connection. This needs to be an externally available server. |
Yes |
|
UseSSL |
Boolean |
Does the connection require Secure Sockets Layer (SSL)? |
No |
Example Process Flow
Ensure Message Recipients
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Message |
Error Container
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Traps or helps contain an error that has happened with any of the actions used within the Error Container.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ActionResult |
|||
|
|||
|
Exception |
|||
|
|||
|
|||
|
|||
|
|||
|
|
||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Event Log Writer
|
|
|
Writes a message to the event log.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
EventID |
|||
|
EventType |
|||
|
Message |
Execute Stored Procedure
|
|
Microdea.ProcessServer.Actions.Core.dll |
Version |
Executes a stored procedure.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Execute Simple Stored Procedure
|
|
Microdea.ProcessServer.Actions.Core.dll |
Version |
Calls a stored procedure that has no output parameters and no return value.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Parameters |
|
|
|
|
StoredProcedure |
|
|
|
|
Timeout |
|
|
|
|
UseDefaultValues |
Boolean |
|
|
Extract Document Field
|
|
|
|
Extracts a value from a document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
|
|
|
|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
PropertyName |
Extract Document in Group By Index
|
|
|
Finds and returns a document in a document group by using an index value.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentGroup |
|||
|
Index |
Extract Document Properties
|
|
|
|
Returns values for specified fields for a document from the Synergize repository.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
ExtractFields |
Extract Entity Properties
|
Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentEntity |
True |
Extract Page Range
|
|
Extracts a series of pages from a document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
FirstPage |
|||
|
LastPage |
|||
|
Source |
Example Process Flow
Graphic of process flow with this action included.
Extract Results
|
Action image |
Microdea.ProcessServer.Actions.Grimshaw.dll |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
False |
||
|
Documents |
False |
Example Process Flow
Graphic of process flow with this action included.
Extract Value from PDF Document
|
|
Microdea.ProcessServer.Actions.Pdf.dll |
Version |
Parses text in a searchable PDF, finds a match, and takes the value of the text to the right of the match.
If the PDF contains no searchable text, no match can be found.
You can also search by zone without a keyword, or narrow down the keyword search by combining it with a zone.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Page |
|||
|
SpecificPageNo |
|||
|
Zone |
|||
|
|||
|
|||
|
|||
|
Boolean |
Read-only |
Example Process Flow
Graphic of process flow with this action included.
Filename Creator
|
|
|
Assembles a filename from various sources. This SPS action also includes a complete path designation.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
OutputDirectory |
|||
|
UseTempPath |
Boolean |
||
|
Extension |
|||
|
MainPortion |
|||
|
Prefix |
|||
|
Suffix |
Example Process Flow
Graphic of process flow with this action included.
Find Document in Group
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Find Document Type By Name Lookup
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Gets information about the document type from its name.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentTypeName |
|||
Example Process Flow
Graphic of process flow with this action included.
For each...
Iterative looping actions.
For Each Attachment
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Iterates through each attachment to an email.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
AllowedAttachments |
|||
|
Message |
Example Process Flow
Graphic of process flow with this action included.
For Each Barcode
|
|
Microdea.ProcessServer.Actions.Barcode.dll |
1..0.2.6 |
Finds all barcodes on a page or pages of a document, then iterates through the collection of barcodes, performing the actions in the container.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Use Code 128 |
Boolean |
||
|
Use Code 39 |
Boolean |
||
|
Use Ean 13 |
Boolean |
||
|
Use Interleaved 2 of 5 |
Boolean |
||
|
Filename |
|||
|
ForceReadWithEngine |
Boolean |
||
|
Mask |
|||
|
Page |
The page to examine for barcodes. Set to 0 for all pages. |
Example Process Flow
Graphic of process flow with this action included.
For Each Document
|
|
Loops through the document group, allowing per document processing.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentDocument |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Documents |
Collection |
Example Process Flow
Graphic of process flow with this action included.
For Each Document Child
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
For Each Document Group
|
|
Loops through a list of document groups, allowing per group processing.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentDocumentGroup |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
For Each Email
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Version |
Iterates through each email in a folder.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentDocumentGroup |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Folder |
|||
Example Process Flow
Graphic of process flow with this action included.
For Each File
Loops through each file in a directory, performing the actions contained in the loop.
|
|
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SearchPattern |
|||
|
WorkingDirectory |
|||
|
ProcessedDirectory |
|||
|
ErrorDirectory |
|||
|
SourceDirectory |
|||
|
CurrentFile |
|||
- - Extension - - FullName - - Name |
|||
|
|||
|
|||
|
|||
|
|||
|
OriginalFilename |
|||
|
OriginalRelativeFilename |
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ErrorDirectory |
|||
|
ProcessedDirectory |
|||
|
SourceDirectory |
|||
|
WorkingDirectory |
|||
|
MinimumFileAge |
|||
|
OnFailureAction |
|||
|
OnSuccessAction |
|||
|
PreserveDirectoryStructure |
Boolean |
||
|
Recursive |
Boolean |
||
|
SearchPattern |
|||
|
UseWorkingDirectory |
Boolean |
For Each Folder
|
|
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ProcessedDirectory |
|||
|
ErrorDirectory |
|||
|
SourceDirectory |
|||
|
CurrentFolder |
|||
|
|||
|
|||
|
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ErrorDirectory |
|||
|
OverwriteExistingFiles |
Boolean |
||
|
ProcessedDirectory |
|||
|
SourceDirectory |
Example Process Flow
Graphic of process flow with this action included.
For Each Line
|
|
Loops through each line in a text file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceFile |
|||
|
ErrorFile |
|||
|
LineText |
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceFile |
|||
|
ContinueOnError |
Boolean |
||
|
ErrorFile |
|||
|
HeaderLineCount |
|||
|
SkipBlankLines |
Boolean |
||
|
SkipHeaderLine |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
For Each Lookup Entity
|
Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
MaxErrorCount |
False |
||
|
NotificationEmail |
False |
||
|
CreatedBy |
False |
||
|
DebugMode |
Boolean |
False |
|
|
ModifiedDate |
Read-only |
False |
|
|
RestartOnFault |
Boolean |
False |
|
|
Version |
False |
||
|
ProcessID |
Read-only |
False |
Example Process Flow
Graphic of process flow with this action included.
For Each Mail Store
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
|
Supports actions associated with a particular email account and folder. The actions are associated by nesting them inside this action. Despite the name, currently this function does not iterate through each email account in the profile.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConnectionType |
Menu |
Choose one of: None, Outlook, EWS, IMAP, LotusImap, GmailImap |
No |
|
ExchangeDomain |
String |
The Exchange domain |
Yes |
|
ExchangeMailBox |
String |
The Exchange mailbox name |
Yes |
|
ExchangePassword |
String |
The password to connect to the Exchange Server |
Yes |
|
ExchangeUserName |
String |
The user to connect to the Exchange Server |
Yes |
|
IMapInitialFolder |
String |
The Exchange server name |
Yes |
|
IMapPassword |
String |
The IMap initial folder name |
No |
|
IMapPort |
Integer |
The IMap port (cannot be NULL) |
No |
|
IMapServer |
String |
The IMap server address to connect to |
No |
|
IMapUserName |
String |
The username to connect to the IMap server |
No |
|
IMapUseSSL |
Boolean |
Use SSL to connect to the IMap server |
No |
|
IMapUseStartTLS |
Boolean |
Use TLS to connect to the IMap server |
No |
|
CacheImapConnection |
Boolean |
No |
|
|
MailStores |
String |
Select the mail store to iterate |
No |
|
CacheOutlookConnection |
Boolean |
No |
|
|
Password |
String |
Password for the Outlook profile |
No |
|
Profile |
String |
The Outlook profile to use |
No |
|
SmtpPort |
|
The SMTP port (cannot be NULL) |
No |
|
SmtpServer |
|
The SMTP server name |
No |
|
SmtpUseSSL |
Boolean |
Use SSL to connect to the SMTP server |
No |
|
SmtpUseStartTLS |
Boolean |
Use TLS to connect to the SMTP server |
No |
Example Process Flow
Graphic of process flow with this action included.
For Each TripPak...
For Each TripPak Archive or Folder
|
|
Microdea.ProcessServer.Actions.Trippak |
2.0.1.4 |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ErrorDirectory |
|||
|
ImageDirectory |
|||
|
ProcessedDirectory |
|||
|
WatchDirectory |
|||
|
WorkDirectory |
|||
|
TemplateHeader |
|||
|
DocumentFileNameIndex |
|||
|
FirstRowContainsHeaders |
Boolean |
||
|
GroupingField |
|||
|
InDocTypeNameIndex |
|||
|
AlternateFieldsNodeName |
|||
|
MergeImageFiles |
Boolean |
||
|
TransactionNumber |
Example Process Flow
Graphic of process flow with this action included.
For Each TripPak Index File
|
|
Microdea.ProcessServer.Actions.Trippak |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentBatch |
Example Process Flow
Graphic of process flow with this action included.
For Each TripPak Transaction
|
|
Microdea.ProcessServer.Actions.Trippak |
Main action description.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentIndexFile |
|||
|
Mapping |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
For Loop
|
|
Microdea.ProcessServer.Actions.Core.dll |
Loops from a minimum value to a maximum value, incrementing by one each time.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
MaxValue |
|||
|
MinValue |
Example Process Flow
Graphic of process flow with this action included.
Forward Message
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
|
Sends the message to another recipient.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ForwardAddress |
|||
|
ForwardMessage |
|||
|
Message |
Example Process Flow
Graphic of process flow with this action included.
Get...
Get Active Version
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
|
|
|
|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Get Document Image
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Get File Info Action
|
|
Gets information about a file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filename |
|||
|
FileInfo |
|||
|
|||
|
|||
|
|||
|
|||
|
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filename |
Example Process Flow
Graphic of process flow with this action included.
Get HTTP Request
|
|
MicrodeaProcessServer.Actions.WebService.dll |
1.0.2.23 |
The Web service action allows you to perform a GET request.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
Define Credentials |
No |
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Key Definitions |
Collection |
A series of key definitions. |
Yes |
|
Key Values |
A series of key-value pairs. |
||
|
Action Uri |
URI |
The URI that will accept the collection as defined. Usually this includes the "function" that is being called. |
Yes |
|
Credentials (Optional) |
Collection |
The login credentials previously defined. Two keys: username and password, and their values. |
Yes |
Example Process Flow
Get Images for Document Group
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
|
|
|
|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Get Single Document Image
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Get Synergize ID
|
Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentDocument |
True |
Example Process Flow
Graphic of process flow with this action included.
Group and Merge...
Group Documents
|
|
Groups documents based on a property value.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceDocumentGroup |
|||
|
OutputDocumentGroup |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
GroupingField |
|||
|
SourceDocumentGroup |
Example Process Flow
Graphic of process flow with this action included.
Group Documents By Size
|
|
Groups a document list based on document size.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentDocumentGroup |
|||
|
DocumentGroup |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentGroup |
|||
|
MaximumFileSize |
|||
|
UseRawFileSize |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
Group and Merge
|
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceDocumentGroup |
|||
|
OutputDocumentGroup |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
GroupingField |
|||
|
SourceDocumentGroup |
|||
|
MaximumFileSize |
Example Process Flow
Graphic of process flow with this action included.
Merge Backup Supporting Documents
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Merge Document Group
|
|
|
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentGroup |
|||
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document Group |
|||
|
ConvertToPDF |
Boolean |
||
|
ForceBitonal |
Boolean |
||
|
ForceColorToGrayscale |
Boolean |
|
|
Example Process Flow
Graphic of process flow with this action included.
Merge Documents by Size
|
|
|
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceDocumentGroup |
|||
|
ConvertToPDF |
Boolean |
||
|
ForceBitonal |
Boolean |
||
|
ForceColorToGrayscale |
Boolean |
||
|
MaximumFileSize |
Example Process Flow
Graphic of process flow with this action included.
Image Cleanup
|
|
Microdea.ProcessServer.Actions.Imaging.dll |
1.0.2.6 |
For any particular image (page) within a document, this action straightens (deskews) it correctively. You can also use this action to rotate the image.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Deskew and Rotate |
Boolean |
||
|
Deskew Minimum |
|||
|
Input Image File |
|||
|
Trim White Space |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
Increment Counter
|
|
Synergize.ProcessServer.Actions.Core.dll |
v 1.0.0.15 SP38 |
Increments a given counter by a specified amount.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Increment |
|||
Example Process Flow
Graphic of process flow with this action included.
InfoTypes
|
Action image |
DLL name |
Version |
Main action description.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Integer Math
|
|
|
Performs a calculation based on integer values.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Operation |
|||
|
Value1 |
|||
|
Value2 |
|
Example Process Flow
Graphic of process flow with this action included.
Load Balance Mail Folder
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Moves messages in the selected folder to sub-folders.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Folder |
Example Process Flow
Graphic of process flow with this action included.
Log Activity
|
|
|
Logs information using Synergize Logging Web Services.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Application |
|||
|
DetailTable |
|||
|
Message |
|||
|
MessageType |
|||
|
MetricName |
|||
|
MetricValue |
Example Process Flow
Graphic of process flow with this action included.
Lookup Entity
|
Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DeliveryDate |
True |
||
|
PickupDate |
True |
||
|
EntityNumber |
True |
||
|
EntityType |
Choice of: Load, Order, Quote, Invoice, FreightBill |
True |
|
|
OrganizationName |
True |
||
|
BOLNumber |
True |
||
|
PRONumber |
True |
||
|
ReferenceNumber |
True |
Example Process Flow
Graphic of process flow with this action included.
Mercury Gate...
Mercury Gate Indexing
|
|
Microdea.ProcessServer.Actions.MercuryGate.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Password |
|||
|
Url |
|||
|
Username |
|||
|
DetailsMappings |
|||
|
HeaderMappings |
|||
|
ReferenceType |
|||
|
RequestType |
Choose one of: none, shipment, transport, enterprise, carrier, or contract |
||
|
SearchValue |
Example Process Flow
Graphic of process flow with this action included.
Mercury Gate Non-Query Post
|
|
Microdea.ProcessServer.Actions.MercuryGate.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Password |
|||
|
Url |
|||
|
Username |
|||
|
XmlInput |
Example Process Flow
Graphic of process flow with this action included.
Merge
See Group and Merge.
Move...
Move File
|
|
|
|
Copies a file from one location to another and then deletes the original file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
FaultIfNotFound |
Boolean |
|
|
|
DestinationPath |
|||
|
OutputName |
|||
|
SourceFile |
Example Process Flow
Graphic of process flow with this action included.
Move EMail Message
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Moves a mail message to a new folder.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
|
|
|
|
|
|
|
|
|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Folder |
|
|
|
|
MailMessage |
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Omnitracs One API Pull Images Action
See Download HTTP Request Action.
Overlay Image
|
|
|
Places an image onto a background image.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
OutputColorMode |
|||
|
Overwrite |
Boolean |
||
|
BackgroundImageFile |
|||
|
OverlayImageBounds |
|||
|
OverlayImageFile |
|||
|
PageNo |
|||
|
PositionOnBackground |
|||
|
TransparentColor |
Example Process Flow
Graphic of process flow with this action included.
Parse Date Time
|
|
Microdea.ProcessServer.Actions.Core.dll |
Formats a block of text as a date.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DateFormat |
|||
|
TextValue |
Example Process Flow
Graphic of process flow with this action included.
Post HTTP Request
|
|
MicrodeaProcessServer.Actions.WebService.dll |
1.0.2.23 |
This web service action allows you to perform a POST request.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Key Definitions |
Collection |
A series of key definitions. |
Yes |
|
Key Values |
A series of key-value pairs. |
||
|
Action Uri |
URI |
The URI that will accept the collection as defined. Usually this includes the "function" that is being called. |
Yes |
|
Credentials (Optional) |
Collection |
The login credentials previously defined. Two keys: username and password, and their values. |
Yes |
Example Process Flow
Print...
Print
|
|
|
Prints the specified file on the Synergize configured printer.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
PrinterName |
|||
|
PaperSource |
|||
|
Filename |
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filename |
|||
|
PageEnd |
|||
|
PageStart |
|||
|
PaperSource |
|||
|
PrinterName |
Example Process Flow
Graphic of process flow with this action included.
Print Document Group
|
|
DLL name |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentGroup |
|
|
|
|
PaperTrayDestination |
|
|
|
|
PrinterSettings |
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Print Document Group Advanced
|
|
DLL name |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
| Activity | Type | Description | Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
FirstDocumentTray |
|||
|
Printer |
|||
|
RemainingDocumentTray |
|||
|
AutoSizeAndRotate |
|||
|
Margin |
|||
|
|||
|
|||
|
|||
|
|||
|
DocumentGroup |
|
|
Example Process Flow
Graphic of process flow with this action included.
Process...
Process Documents
|
Action image |
Microdea.ProcessServer.Actions.Grimshaw.dll |
Version |
Depending on how various fields are configured, this action distributes documents by email. You must create a vendor profile in TMW and enter a doctype into the intercompany field. That doctype is used in conjunction with the vendor email entries, to distribute the document to contacts at the vendor.
The following image shows a summary of the actions that are subsumed and performed by this action (everything inside the databaseConnectionAction):
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Process Workflow
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Processes a document by adding it to a specified workflow queue.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
WorkflowQueue |
|||
|
WorkflowScenario |
Example Process Flow
Graphic of process flow with this action included.
Publish Document
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Publishes a document to the Synergize repository.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
Example Process Flow
Graphic of process flow with this action included.
Put HTTP Request
|
|
MicrodeaProcessServer.Actions.WebService.dll |
1.0.2.23 |
This web service action allows you to perform a PUT request.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Key Definitions |
Collection |
A series of key definitions. |
Yes |
|
Key Values |
A series of key-value pairs. |
||
|
Action Uri |
URI |
The URI that will accept the collection as defined. Usually this includes the "function" that is being called. |
Yes |
|
Credentials (Optional) |
Collection |
The login credentials previously defined. Two keys: username and password, and their values. |
Yes |
Example Process Flow
Read Barcode
|
|
Microdea.ProcessServer.Actions.Barcode.dll |
Reads a bar code from an image that matches the specified mask.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Redact...
Redact Document
|
|
DLL name |
Version |
Redacts an image attached to a document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConvertToBitonal |
Boolean |
||
|
Area |
|||
|
Color |
|||
|
Document |
|||
|
PageNo |
Example Process Flow
Graphic of process flow with this action included.
Redact Image
|
|
DLL name |
Version |
Redacts an image.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConvertToBitonal |
Boolean |
||
|
Area |
|||
|
Color |
|||
|
ImageFile |
|||
|
Overwrite |
Boolean |
||
|
PageNo |
Example Process Flow
Graphic of process flow with this action included.
Refresh Children
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Refreshes and synchronizes child documents between lookup results and Synergize document child values.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
Mappings |
|||
|
Filter |
|||
|
Table |
|||
|
Timeout |
Example Process Flow
Graphic of process flow with this action included.
RegEx Parser
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Extracts information from the input string using the specified expression.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Expression |
|||
|
Input |
|||
|
TrimResults |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
Remove Blank Pages
|
|
|
Removes blank pages from a document that has a TIFF or PDF image.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Source |
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Source |
|||
Example Process Flow
Graphic of process flow with this action included.
Render Email
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ForceBitonal |
Boolean |
||
|
ForceColorToGrayscale |
Boolean |
||
|
ForceResolution |
Boolean |
||
|
Landscape |
|||
|
MessageBodyLocation |
|||
|
PaperSize |
|||
|
RenderTimeout |
|||
|
Resolution |
|||
|
EnsureMaximumSize |
|||
|
MaximumHeight |
|||
|
MaximumWidth |
|||
|
AttachmentTypesToIgnore |
|||
|
IncludeAttachments |
Boolean |
||
|
IncludeMessageBody |
Boolean |
||
|
Message |
Example Process Flow
Graphic of process flow with this action included.
Replace Text
|
|
Microdea.ProcessServer.Actions.Core.dll |
Searches for and replaces text in a given string.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ReplaceString |
String |
|
|
|
SearchString |
String |
|
|
|
SourceString |
String |
|
|
Example Process Flow
Graphic of process flow with this action included.
Report Source Collection Container
|
|
|
|
A container for actions using a particular ReportSource file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SuppressErrors |
Boolean |
||
|
KeyName |
|||
|
KeyNameSeperator |
|||
|
ReportSource |
|
Example Process Flow
Graphic of process flow with this action included.
Rethrow Fault
|
|
Microdea.ProcessServer.Actions.Core.dll |
Rethrows a previously captured exception. See also Exception Handling.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Save...
Save Attachment
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Attachment |
Example Process Flow
Graphic of process flow with this action included.
Save As Version
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Creates a new document based on the same image file as an existing document and assigns a version to the new document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
BaseDocument |
|||
|
MakeActive |
Boolean |
||
|
NewDocument |
|||
|
VersionName |
Example Process Flow
Graphic of process flow with this action included.
Save Document
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Saves the specified document in the Synergize repository.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ACL |
|
|
|
|
Document |
|
|
|
|
Storage Profile |
|
|
|
New! Save Documents Directly to Storage Profiles
In Synergize 17.1, you can now specify a document storage profile when adding or saving a document.
In past releases, document migrations required two major steps and required longer processing time. For example, you are migrating 15 million files to a new AWS cloud S3 container. Using the SPS archive action, you first save the documents to a local active storage profile and then archive them to a non-active storage profile configured with an associated S3 bucket. In test trials with just 1,000 document files, your process requires 20 seconds per document.
To continue the example above, you specify a destination storage profile directly in the SPS Save Document action. Using SPS and Synergize Explorer 17.1, your test of 1,000 files results in much better performance. Instead of 20 seconds, each document can be saved directly to your S3 storage profile in under 3.0 seconds per document.
This difference is easily demonstrated by comparing the legacy and new strings in the following API POST commands:
Older Releases:
https://<my-synergize-mobile-fleet-server.net>/SynergizeServices/DocumentService/
API/repo1/documents
New Synergize 17.1:
https://<my-synergize-mobile-fleet-server.net>/SynergizeServices/DocumentService/
API/repo1/documents?storageProfileID=MY-NEW-STORAGE-CONTAINER
The query parameter in the request "storageProfileId=number" that selects which storage profile the image file gets stored in is optional. This query parameter can be specified whether you're using the old payload or the new payload. If not specified, the document is saved to the default active storage profile.
Old payload:
multipart/form-data or multipart/mixed with a file section and a properties section
New JSON payload:
{
"FileName": string (the name of the file including the extension)
"FileData": string (the base64 string value of the file)
"Properties": object (the key value pair of the document properties you want to add)
}
To learn more, see New! Save Documents Directly to Storage Profiles.
Save Email As MSG
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
| Message ID |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Message |
|||
|
Message ID |
|
|
|
Example
Although the Enterprise Management Console (EMC) had a valid transformation to support Outlook Message Format (MSG) files, previous releases of Synergize HTML5 did not support the display of MSG files. Microsoft Outlook e-mail messages saved as MSG files with the .MSG or .msg file type naming extension can be displayed in Synergize HTML5 17.1 or higher.
Select...
Select Branch Action
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Splits the path of execution.
See Branch Conditional Select Branch Action.
Select Document Branch
|
|
Microdea.ProcessServer.Actions.Core.dll |
Splits the path of execution. The branches must each start with a Document Branch action. They are tested from left to right and as soon as a Boolean TRUE is found, execution continues down that branch and no further tests are done.
Example:
-
if the In_DocTypeName is POD use the left branch;
-
if the In_DocTypeName is BOL use the middle branch;
-
any other In_DocTypeName uses the right branch.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Select Email Folder
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
|
Selects a folder in a given mail store.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
FolderMapping |
|||
|
MailStore |
Example Process Flow
Graphic of process flow with this action included.
Select Printer
|
|
|
|
Configures multiple printers.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConfiguredPrinters |
|||
|
PrinterName |
Example Process Flow
Graphic of process flow with this action included.
Set...
Set Document Properties
|
|
Sets values for document properties on a specified document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
DocumentProperties |
|||
|
Filename |
|
|
Example Process Flow
Graphic of process flow with this action included.
Set Document Properties for Group
|
|
|
Sets values for document group properties on a specified document group.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentGroup |
|||
|
DocumentProperties |
Example Process Flow
Graphic of process flow with this action included.
Send Email
|
|
DLL name |
Version |
Sends an email.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Password |
|||
|
Username |
|||
|
Address |
|||
|
BCC |
|||
|
Body |
|||
|
CC |
|||
|
SendAsHtml |
Boolean |
||
|
Sender |
|||
|
Subject |
|||
|
EmailPort |
|||
|
EmailServer |
|||
|
HeloDomain |
|||
|
UseSSL |
Boolean |
Example Process Flow
Graphic of process flow with this action included.
Service Container
|
Action image |
Microdea.ProcessServer.Actions.S3Gtms.dll |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
PublicKey |
False |
||
|
PublicKeyFile |
False |
||
|
PublicKeyPassword |
False |
||
|
Password |
False |
||
|
Username |
False |
||
|
OrganizationName |
True |
||
|
ActionUrl |
True |
||
|
SecurityUrl |
True |
Example Process Flow
Graphic of process flow with this action included.
Set TripPak Transaction Error
|
|
Microdea.ProcessServer.Actions.Trippak |
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
CurrentError |
|||
|
CurrentTransaction |
Example Process Flow
Graphic of process flow with this action included.
Set Variable
|
|
Microdea.ProcessServer.Actions.Core.dll |
Sets the value of a variable or string variable.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Value |
|||
|
Variable |
Example Process Flow
Graphic of process flow with this action included.
Simple...
Simple Boolean Branch
|
|
Microdea.ProcessServer.Actions.Core.dll |
Decision point to allow the process to proceed or fail depending on a configured condition.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Simple Lookup
|
|
Microdea.ProcessServer.Actions.Core.dll |
Version |
Queries any table or view in a connected database inside the process and returns a single row. To return multiple rows, use the Database Row Query action.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
AntiNull |
|||
|
Filter |
|||
|
SortOrder |
|||
|
Table |
|||
|
Timeout |
Example Process Flow
Graphic of process flow with this action included.
Sort Document Group
|
|
|
Sorts the document group in a specified order.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentGroup |
|||
|
SortOrder |
Example Process Flow
Graphic of process flow with this action included.
Split...
Split Batch on Bar Code Separator
|
|
Microdea.ProcessServer.Actions.Barcode.dll |
|
Splits a batch file into individual documents each time a defined bar code value is found.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Split Batch On Blank Page
|
|
|
Splits a batch upon encountering a blank page.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
BlankPageSize |
|
|
|
|
SourceFilename |
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Split Into Fixed Length Documents
|
|
Microdea.ProcessServer.Actions.Barcode.dll |
Splits a batch into documents of a fixed number of pages.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Split Searchable PDF Batch
|
|
Microdea.ProcessServer.Actions.Pdf.dll |
Parses text in a searchable PDF, finds a match, and splits the batch into separate documents at the page where the match is found. If no match is found, does not split the batch. If the PDF contains no searchable text, no match can be found. The batch identifier and the split condition can be a regular expression (regex) or a keyword. The match for either the regex or the keyword can be narrowed down to an area.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
BatchIdentifier |
|||
|
BatchIdentifierPageNo |
|||
|
PageToIncludeIdentifier |
|||
|
PdfBatchFile |
|||
|
SplitCondition |
|
Example Process Flow
Graphic of process flow with this action included.
Strip Spaces Action
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Removes spaces from the given string.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
SourceString |
String |
|
|
|
StripAllSpaces |
Boolean |
If set to false then only leading and trailing spaces are removed. |
Example Process Flow
Graphic of process flow with this action included.
Synergize Connection Action
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Container for all Synergize repository-related actions.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ConnectionParameters |
|||
|
DocumentView |
|||
|
Timeout |
|||
|
WebServiceUrl |
Read-only. |
Example Process Flow
Graphic of process flow with this action included.
Synergize Document Reference Action
The Synergize Document Reference Action creates a link to a document for processing. The Synergize Document Reference Action exposes all 'Main Field' properties for the referenced document.
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
Example Process Flow
Graphic of process flow with this action included.
Synergize Document Search
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Searches the Synergize repository for documents.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
RecordLimit |
|||
|
SearchQuery |
|||
|
SortOrder |
Example Process Flow
Graphic of process flow with this action included.
Synergize Document Search Deluxe
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Searches the Synergize repository for documents, loops through the found set, refreshes documents before processing, and optionally gets document images.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DocumentsPerRefresh |
|||
|
LoadDocumentImages |
|||
|
RecordLimit |
|||
|
SearchQuery |
|||
|
SortOrder |
Example Process Flow
Graphic of process flow with this action included.
Synergize Dynamics GP Export
|
Action image |
DLL name |
Version |
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
CSV File Mappings
|
CSV Entry |
Source |
|---|---|
|
Batch ID |
APBatchID from Syn Doc |
|
Document Type |
DocumentType from Syn Doc |
|
Vendor ID |
VendorCode from Syn Doc |
|
Document Number |
InvoiceNumber from Syn Doc |
|
Invoice Date |
InvoiceDate from Syn Doc |
|
Purchase Amount |
PurchaseAmt from Syn Doc |
|
Document Description |
Description from Syn Doc |
|
Purchase Order |
PONumber from Syn Doc |
|
Currency ID |
Currency Type from Synergize AP |
|
Distribution Account |
GL_Code from Account XML/Remittance Form Data |
|
Distribution Type |
AccountType |
|
Distribution Amount |
LineTotal from GL_Code from Account XML/Remittance Form Data |
|
Distribution Reference |
AccountDescription |
|
InterCompany |
Y or N depending if company code (CompanyName from Syn Doc) is equal to Remittance Company Code (Company Code from GL_Code from Account XML/Remittance Form Data) |
|
Intercompany Code |
CompanyCode from GL_Code from Account XML/Remittance Form Data |
Text...
Text Annotation Action
|
|
|
|
Writes a block of text on an image.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Font |
|||
|
Image |
|||
|
Location |
|||
|
Page |
|||
|
PageScale |
|||
|
Text |
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Text File Writer Action
|
|
|
|
Writes a line to a text file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filename |
|||
|
Text |
|||
|
|||
|
Name |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filename |
|||
|
Text |
Example Process Flow
Graphic of process flow with this action included.
Text Formatter
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Formats a block of text.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
| Format | |||
Example Process Flow
Graphic of process flow with this action included.
Throw COM Exception
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
Throw Fault
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
When an error is detected, this action throws an exception for other parts of the process to catch.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
Graphic of process flow with this action included.
TIFF Merger
|
|
|
Merges two TIFF files into one.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
MergeFromFile |
|||
|
MergeIntoFile |
Example Process Flow
Graphic of process flow with this action included.
Time...
Time Difference
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Adds time to a given date/time value.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
InitialDateTime |
|||
|
TimeDifference |
|
|
|
Example Process Flow
Graphic of process flow with this action included.
Timed Execution Multi Time Trigger
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Fires execution at specific times.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
TriggerTime1 |
Time to execute (HH:MM:SS). Use 00:00:00 to disable. |
||
|
TriggerTime2 |
|||
|
TriggerTime3 |
Example Process Flow
Graphic of process flow with this action included.
Timed Execution Time Trigger with Days
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Fires execution at a specific time, on specific days.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Days |
Pick which days to trigger the execution. |
||
|
TriggerTime |
Time to start execution on all specified Days. |
Example Process Flow
Graphic of process flow with this action included.
Today Date Difference
|
|
Microdea.ProcessServer.Actions.Core.dll |
Adds days to today's date.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ResultDate |
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DaysToAdd |
|||
Example Process Flow
Graphic of process flow with this action included.
TripPak
See For Each TripPak or Set TripPak Transaction.
Update...
Update Child Values
|
|
Updates a set of child values for a specified document.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
ChildRow |
Example Process Flow
Graphic of process flow with this action included.
Update Document Properties
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Modifies document properties, for a document in the Synergize repository.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
WorkflowScenario |
|
|
|
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Update Local Document
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
|
Modifies a document that has not yet been saved to the Synergize repository.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Document |
|||
|
Filename |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Update Rows
|
|
Microdea.ProcessServer.Actions.Core.dll |
Version |
Updates rows in a specified table in the connected database.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Filter |
Filter used to select the rows to update. |
||
|
Table |
|
||
|
Timeout |
|
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
New! Upload HTTP Request
In early 2026, a new UploadHTTPRequest SPS action in Synergize Process Server 15.6.3.0 supports multi-part file data transfer encoding for uploading documents.
|
|
Microdea.ProcessServer.Actions.Synergize.dll |
Action Properties
|
Property |
Type |
Example |
|---|---|---|
|
Credentials |
Credentials |
|
|
Definitions |
Arguments |
(Collection) |
|
|
Headers |
(Collection) |
|
Form |
FileContentType |
image/tif also supported: tif, jpg, gif, png, bmp, pdf |
|
|
FileName |
C:\SPS\my-file-page-2.tif |
|
|
FileProperties |
C:\SPS1\Payload\payload.json |
|
|
FilePropertiesContentType |
application/json |
| Key-value Pairs |
Accept |
application/json, application/hal+json |
|
|
Authorization |
{bearertoken.FormattedText} |
|
Options |
Basic Authentication |
False |
|
|
Content-Type |
multipart/mixed |
|
Service |
Action Uri |
https://my-synergize-deployment.test/SPS-test |
Example Process Flow
Validate Message Attachments
|
|
Microdea.ProcessServer.Actions.InboxMonitoring.dll |
Ensures that the attachments are of a specified type.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
AttachmentTypesToIgnore |
|||
|
Message |
|||
|
MinimumAttachments |
|||
|
ValidAttachments |
By default: tif, jpg, gif, png, bmp, pdf |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Value Mapper
|
|
Microdea.ProcessServer.Actions.Core.dll |
Maps one value to another.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
DefaultValue |
|||
|
Mappings |
|||
|
SourceValue |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Verify Image
|
Action image |
DLL name |
Version |
Checks each page of a TIFF image for validity.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Source |
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
Write to Debug Action
|
|
Microdea.ProcessServer.Actions.Core.dll |
|
Writes an entry to the debugging log.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
XML Report
|
|
|
|
Produces a structured XML file based on a ReportSource file.
Prerequisite Actions
|
Action Name |
Nested? |
|---|---|
|
|
|
Outbound Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
|
|
|
|
Base Properties (All Actions)
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
Name |
String |
Name of the action. |
No |
|
Description |
String |
Description of the action. Maximum 255 characters. |
No |
|
Enabled |
Boolean |
True or False |
No |
Action Properties
|
Activity |
Type |
Description |
Bindable? |
|---|---|---|---|
|
IncludeFailed |
Boolean |
||
|
IncludeSucceeded |
Boolean |
||
|
ContainerName |
|||
|
ItemName |
|||
|
RootName |
|||
|
ReportSource |
|
|
Example Process Flow
To request this missing item, please make your request known using the Feedback button above.
