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…
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Tag Archive: Workflow Scripts
KBA-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….
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Excluding 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…
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ATC: ATTACH MAKEPDF
ATC: ATTACH MAKEPDF FILTER filter; This command selects the first attached Microsoft Word file that matches a filter and creates…
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KBA-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),…
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KBA-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…
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ATC: ATTACH UPDATE
ATC: ATTACH UPDATE options This command changes matching attachments on a target document. options are optional. There are several options…
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December 2017 – Look Ma, No Hands! Automated Workflows
Do you have a task that requires a checklist taped under your keyboard so you don’t forget any steps? Ever…
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ATC: SEND
ATC: SEND FROM email TO email SUBJ text; BODY variable options This command sends an email to the person or…
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ATC: TARGET
ATC: TARGET tablename option This command sets the Target table row for subsequent ATC: IF and ATC: SET commands. tablename is required…
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