ATC: DISPATCHATC: DISPATCH

ATC: DISPATCH as $Variable | Status  Code x freeform note This command routes a document forward or backward and can include the Route Response code and Note. The command also

ATC: ASSIGNATC: ASSIGN

ATC: ASSIGN role TO who ON project This command assigns a specified role to a specific user, optionally for specific projects. role is required. The role must exist in the

ATC: ATTACH DUPLICATEATC: ATTACH DUPLICATE

ATC: ATTACH DUPLICATE [full filename] COMMENT text This command attaches a clone of a file already in the Spitfire Catalog to a document being created or modified by the workflow

December 2022: Build Your Workflow Script Library!December 2022: Build Your Workflow Script Library!

Open Google Slides of this Presentation View Recording of this Presentation Build Your Workflow Script Library! This webinar is the practical-minded among you who want to automate some processes in

KBA-01836: Acquiring the GUID Key for a ContactKBA-01836: Acquiring the GUID Key for a Contact

Question: I am writing a workflow script and need to add the key for a person in my ATC: command. How do I find this information? Answer: There are two

Excluding Weekends from Due DatesExcluding Weekends from Due Dates

Question: I want to use a workflow script to set Due dates on new document automatically, but I don’t want those Due dates to ever fall on a Saturday or

ATC: ADD INCLUSIONATC: ADD INCLUSION

ATC: ADD INCLUSION @ | fieldname value | WITH filter; [V2020+] This command adds one or more items from a document’s Incl/Excl tab to the current target document. No save is

ATC: ATTACH MAKEPDFATC: ATTACH MAKEPDF

ATC: ATTACH MAKEPDF FILTER  filter; This command selects the first attached Microsoft Word file that matches a filter and creates a corresponding PDF file. The Word file is changed to

KBA-01768: Why an Attachment (Auto) Template Doesn’t AttachKBA-01768: Why an Attachment (Auto) Template Doesn’t Attach

Problem: If you have set up an Attachment (auto) type of template in your Template library (on the Manage Dashboard), you may open a newly created document of the appropriate

KBA-01759 Validation and Document Logic OverviewKBA-01759 Validation and Document Logic Overview

Questions: How do ATC Workflow and Save Extensions interact? Can I use both ATC Workflow and Save Extensions? I want to add some validations.  Where do I do that? Answer: sfPMS