Automatisation of Workflows

Note: this document is currently a draft and it is subject to changes.

Starting version 4.12.0, CIB pdf brewer can extract data from the document itself.

To enable such behavior, we must adjust the profile. To do so, we can edit the profile and add the new workflow action called "Workflow automation". With this setting enabled we then save the profile.

All commands are delimited by @@ at the beginning and ending. Commands may be cumulative, meaning that several references to the same command will be joined together. The commands found in the document will be redacted, so they will not appear in the final output.

List of possible embedded commands:

• Sending mails (any mail command will automatically launch the mail workflow):
  • @@mailto:example@example.com@@
  • @@mailcc:example@example.com@@
  • @@mailsubject:test@@
  • @@mailbody:test@@
  • @@maildialog:false@@
  • @@mailsignaturefile:d:\signatures\greetings.htm@@
• Saving the document:
  • @@docname:test@@
  • @@savinglocation:<path>@@
• Launch workflows:
  
  • @@action:openinexplorer@@
  • @@action:openviewer@@
  • @@action:cibfairbrief@@
  • @@action:cibdoxiview@@
  • @@action:cibdoxisafe@@

Note: CIB pdf brewer macros inside the values are supported.

Note 2: This is a post-creation action. If docname/savinglocation is used, we recommend changing the profile so a saving path is not asked.