Some special features of the Open Bee™ Portal workflow engine:
- The same folder cannot be monitored by two workflows.
- Priorities in triggering workflows initialized by ” directory ” and by “Filing rules”: in case a document can trigger a workflow by “directory” and a workflow by “Filing rules”, it is the workflow by “directory” that will be triggered.
The triggering of workflows enabled by the addition of documents to an Open Bee™ Portal folder therefore takes precedence over the triggering of workflows enabled by the filing rule.
Example:
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- Workflow 1 is activated when filing documents in the “Supplier Invoices” folder
- Workflow 2 is enabled when filing PDF documents.
When adding a PDF invoice to the “Vendor Invoices” folder, both workflows are eligible to process this document.
In practice, it is workflow 1, triggered by the addition of a document in a “directory” that will be applied.
- Moving a document that has already been processed by a workflow to a subfolder monitored by that workflow does not re-trigger the validation process.
- For performance reasons, the following limitations apply: – a maximum of 10 workflows can be created in Open Bee™ Portal – A maximum of 10 tasks/transitions can be created in a workflow