Adding actions to a workflow
Click Add Action to open the Add Action dialog. Actions are grouped according to a particular application or function. The five most recently used actions automatically appear at the top of the Add Action dialog for easy access. Locate the action you want to use and click its name to add it to the workflow.
Choosing an input
To select an input for an action, click Choose File to browse for a file on the Typefi server (click Browse within the Choose File dialog to browse for a file on your local computer). Some actions require specific file types while other actions are generic and can work with any file type. An action acts on its inputs and then passes its output to following actions. Actions added later will automatically select from the outputs of earlier actions.
Some actions allow you to use variables within inputs, outputs, or other settings. A variable is a shorthand notation for referencing a known or unknown value, such as a user name, a file or folder name, or the current date and time. Click Add Variable to display a menu of available variables, and then select the variable you want to use.
||The name without extension from the first action input||
||Prompts for a value or file selection when the workflow is run|
||The current date and time formatted using patterns as defined by the Java SimpleDateFormat class||
||The name of the job folder (as UTC time; yyyy-MM-dd hh.mm.ss)||"2015-06-15 19.34.03"|
||The name of the user running the workflow||"John Doe"|
||The name of the workflow||"Hello World"|
||The value of the name project field||
If your workflow uses the Edit Metadata workflow action or has an InDesign template that includes project fields, those project fields will also be listed in the Add Variable menu. If Typefi can resolve the project fields to actual values (for example, a real Content XML file is an input in the workflow), the description shown in the Add Variable menu will be the actual value; otherwise, only the project field name will be shown. Project fields are grouped below named variables, while relevant outputs from previous actions are grouped at the top of the Add Variable menu for quick access.
Changing the order of actions in a workflow
You can change the order of actions in a workflow by toggling the Reorder button, which minimizes the actions and exposes Move Down and Move Up controls. As you make changes, the workflow graph will automatically update. Click Reorder again to hide the reordering controls and restore the actions to an editable state.
Using the Action menu
The Action menu is displayed at the top right corner of every action. Click the Action menu icon to save a copy of the action, disable the action, or delete the action.
Saving a copy of an action
Choose Save a copy… from the action menu to save a copy of the action and its current settings for reuse as a preconfigured action in a future workflow. This is useful for actions with many options such as Create InDesign Document and Export to EPUB.
Choose Disable from the action menu to run a workflow without a particular action. Disabled actions are automatically minimized and are ignored when running a workflow.
When you want to use the action in the workflow again, choose Enable from the action menu.
Note: If you disable an action whose output is required as an input later in the workflow, the workflow will fail.
Deleting actions from a workflow
Choose Delete from the action menu to delete an action from a workflow.
Note: Deleting an action from a workflow will also delete any changes made to the action settings.