@if (formGroup.get('type').value === WorkflowTriggerType.Scheduled) {

Set scheduled trigger offset and which date field to use.

@if (formGroup.get('schedule_date_field').value === 'custom_field') {
}
@if (formGroup.get('schedule_is_recurring').value === true) { }
}

Trigger for documents that match all filters specified below.

@if (formGroup.get('type').value === WorkflowTriggerType.Consumption) { } @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) { @if (matchingPatternRequired(formGroup)) { } @if (matchingPatternRequired(formGroup)) { } }
@if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
Advanced Filters
    @if (getFiltersFormArray(formGroup).length === 0) {

    No advanced workflow filters defined.

    } @for (filter of getFiltersFormArray(formGroup).controls; track filter; let filterIndex = $index) {
  • @if (isTagsFilter(filter.get('type').value)) { } @else if ( isCustomFieldQueryFilter(filter.get('type').value) ) { @if (!isCustomFieldQueryValid(filter)) {
    Complete the custom field query configuration.
    } } @else { }
  • }
}
@switch(formGroup.get('type').value) { @case (WorkflowActionType.Assignment) {
Edit permissions also grant viewing permissions
} @case (WorkflowActionType.Removal) {
Remove tags
Remove correspondents
Remove document types
Remove storage paths
Remove custom fields
Remove owners
Remove permissions
Edit permissions also grant viewing permissions
} @case (WorkflowActionType.Email) {
} @case (WorkflowActionType.Webhook) {
@if (formGroup.get('webhook').value['use_params']) { } @else { }
} @case (WorkflowActionType.PasswordRemoval) {

One password per line. The workflow will try them in order until one succeeds.

} @case (WorkflowActionType.MoveToTrash) {

The document will be moved to the trash at the end of the workflow run.

} @case (WorkflowActionType.RemoteOcr) {

The document will be sent to the configured remote OCR service. May incur costs.

} @case (WorkflowActionType.ApplyAiSuggestions) {

The document will be sent to the configured AI service for suggestions. Consider costs and privacy.

This action runs in the background, so the suggestions may be applied after the other actions of this workflow have finished.

} }