Using workflow actions

JungleDocs supports a number of built-in workflow actions that will help you automate your document creation.

Note: if you haven't enabled JungleDocs workflow actions yet, you can find out here how to do this first.


Convert Document workflow action

Once you have selected “Convert Document” action from the drop-down workflow menu, you will be given the following options.

The Convert Document action has the following input parameters:

  • Document item – which   document   to convert. You can choose a document (see picture below for instructions) by specifying a parameter or use the current item on which workflow had been started.
  • Specified document format – document format to convert it to. Supported conversion formats are .pdf and .xps (see picture below).

The output parameters are:

  • ID – ID of the new document;
  • URL – URL of the new document.

You can use output parameters later in other actions. For example, when updating the item property of a converted document or when sending an email to users with the converted document URL attached. 

Choose List Item parameters:

  1. The document library where documents are located.
  2. The document library field for document filter
  3. This shows which document to choose, according to the specified values. In this example, the document chosen for conversion must contain „Proposal“ in its Title. If multiple documents with the title „Proposal“ are present in the library, only the first one will be converted.

You will also need to choose the conversion format. Possible conversion formats are .pdf and .xps.

Update Document workflow action

With JungleDocs it is easy to update document properties by executing JungleDocs rules through Workflow actions.

The update Document action has the following input parameter:

  • Document item –  document  to update. You can choose a document by specifying parameters or by using a current item on which the workflow was started (see example below).

Execute Base Rule workflow action

With JungleDocs you can use workflows to create new documents by executing JungleDocs rules:

The execute Base Rule activity has the following input parameters:

  • Rule name –   name   of JungleDocs base rule to execute;
  • List URL – list URL, where previously specified base rule exists. List URL may be full or site relative, for example:
  • Small Parts to include - comma or semicolon separated small part titles;

The   Ouput   parameters are:

  • ID – ID of the new document;
  • URL – URL of the new document.

Execute From Existing Rule workflow action

You can use workflows to create new documents from existing SharePoint items by executing JungleDocs rules.

The Execute From Existing Rule activity has the following input parameters:

  • Rule name – New From Existing rule name to execute;
  • Small Parts to include - comma or semicolon separated Small Part titles;

The output parameters are:

  • ID – ID of the new document;
  • URL – URL of the new document.

This action can only use list items that were used to trigger a workflow in the list where the item is located. This activity cannot use items from another list.

Execute Report Rule workflow action

You can use workflows to create reports by executing JungleDocs rules. It is easy.

The Execute Report Rule action has the following input parameters:

  • Rule name – Report rule name to execute;
  • List URL – list URL, where previously specified Report rule exists. The   list   URL can be a full URL or a site relative URL. For example:
  • View name – Name of the view, which contains items that need to be exported (for example – All Items, Companies and etc.).

The output parameters are:

  • ID – ID of the new document;
  • URL – URL of the new document.
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