You are here: User Guide for PaperSave for Dynamics GP > PaperSave Configuration > PaperSave Settings > User Guide for PaperSave for Dynamics GP > PaperSave Configuration > PaperSave Settings > Workflows > Workflow 2.0 > Using Steps and Activities
Using Steps and Activities

The Toolbox in the Design Screen contains pre-defined Steps and Activities which can be used to build a Workflow as shown in the following image. These Steps and Activities are discussed in the respective child topics.

 

Workflow Toolbox WF2

 

Step Activity: This is the activity that you will be using to create basic steps within your Workflow and Event-Driven Activities.

 

Event-Driven Activity: This activity defines events within Step Activities. PaperSave includes a few extra pre-defined Step Activities for common functions to save time which are known as Composite Step Activities. There are three composite step activities as mentioned below:

 

Initial Step Activity: A Step Activity containing an Event-Driven Activity named as Initial Step Activity. The Properties pane includes a Target Step to identify the Step you want the item to go to upon the Create Event. (Right-clicking on a step in the Properties pane and clicking on Set as Initial Step will set the Initial Step of the Workflow.)

 

Data Entry Step Activity: Pre-set with Approve and Reject Event-Driven Activities.

 

Review Step Activity: Pre-set to contain Approve and Reject Event-Driven Activities.

 

All pre-set steps have pre-set container activities you can load from the Properties pane to direct the action/path. Each Event Container contains little steps which appear like a mini-Workflow. These are used to define the steps that occur when an event is triggered.

 

You can use the activities and the events in the Toolbox by simply dragging them into the State Machine Workflow area. Using these activities you can create various states that include different conditions which can be used for processing the documents.

 

Following is the list of Static Constants which can be used while writing a Workflow condition:

 

1.        "ps_smtp_ps"
2.        "ps_smtpuser_ps"
3.        "ps_smtppassword_ps"
4.        "ps_fromemail_ps"
5.        "ps_smtpport_ps"
6.        "ps_queueitem_id_ps"
7.        "ps_queue_id_ps"
8.        "ps_queue_name_ps"
9.        "ps_queueitem_filename_ps"
10.        "ps_document_id_ps"
11.        "ps_document_clickonce_ps"
12.        "ps_user_ps"
13.        "ps_currentstate_ps"
14.        "ps_parentid_ps"
15.        "ps_documenttype_ps"
16.        "ps_transactiontype_ps"
17.        "ps_module_ps"
18.        "ps_hostapplication_ps"
19.        "ps_connectionstring_ps"

 

Example: profile.ps_smtp_ps

     profile.ps_queue_id_ps

 

The above constants can be used in writing conditions for various events, such as the OnEnter Event, OnChange Event, and OnExit Event. The OnEnter Event will perform certain activities once you enter the values to the profile fields for which the OnEnter Event condition is applied.  Similarly, by providing the a particular script for the OnChange Event and OnExist Event, you can also perform certain activities when the values of profile fields change or when you exit a specific profile field.