Publicado Mon, 21 Oct 2019 21:13:43 GMT por Steve Shriver Application Specialist
It is easy enough to start a workflow for new documents. Where I need clarification is with a workflow that should trigger for new or changed documents. 
Since a new document has no previous value in any index field, how should the 'before' section be filled out, or is that simply skipped over for new documents?
If the conditions for both are the same, it would seem that no documents would trigger, as the requirements for the 'After' section seem to imply that a change must be made.

Example, I need a document with Status "New" and a document type of "This" OR "That" and a start date of "<="Today" whether it has just now been stored or these fields have been updated (manually or by an AutoIndex process).

Clues for the clueless appreciated. Or a link to a FAQ if available.
 
Publicado Tue, 22 Oct 2019 07:03:30 GMT por Simon H. Hellmann Toshiba TGIS GmbH | IT-Consultant - Document Management Solutions

Hello Steve,

in this case you should mark "for new Documents" and "for changed Documents".
Then, put all your requirements (Status "New", Doctype "This" OR "That" and the start date) into the "after" section. Leave the "before" section empty.

I do not know if/how it would work if you put something in there, but without an entry there your new documents should be fine.

Greetings from Germany,
Simon H. Hellmann

DocuWare System Consultant

Publicado Tue, 22 Oct 2019 14:13:55 GMT por Steve Shriver Application Specialist

Simon,

Thank you for that info. I suspected that it would work this way as well.

I believe the I would only need a "Before" condition if in fact I want to limit the response to only those documents that actually had a certain value prior to the change.

For example; A BEFORE status of 'Removed from workflow' and an AFTER status of 'New Document' would trigger if I specify that BEFORE status value. Whereas changing the Status to 'New Document' from 'Processed' would not trigger as I have not specified that value as a BEFORE condition.

Is my assumption correct?

Publicado Tue, 22 Oct 2019 15:51:16 GMT por Simon H. Hellmann Toshiba TGIS GmbH | IT-Consultant - Document Management Solutions
Good morning Steve,

that is exactly how it works. Conditions before:"Removed from workflow" and after: "New Document" would only trigger for documents which already had "Removed from workflow" in the status field, but then it gets changed to "New Document".
changing from anything else to "New Document" or actually storing a new document which contains "New Document" as status, would not trigger the Workflow.

However, changing the Document from "Processed" to "Removed from workflow" and then in a second step to "New Document" would trigger the start condition.

Greetings from Germany,
Simon H. Hellmann
DocuWare System Consultant
Publicado Tue, 22 Oct 2019 17:03:16 GMT por Steve Shriver Application Specialist

Simon, I get it but are we sure about this part? 

"...or actually storing a new document which contains "New Document" as status, would NOT trigger the Workflow."

Storing a New Document with a Status of "New Document", and having the workflow trigger, is a requirement in my case.

Are you saying that since new documents have no previous values in any field, any BEFORE conditions would exclude new documents entirely?

Is that right? It would make the New Documents option irrelevant. That is unless I checked each before condition with EMPTY() or "Removed from Workflow". 

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