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When you first add a workflow, its only steps are Start and Complete. To build the workflow, drag and drop steps from the right panel onto the + symbols on the workflow, and fill in parameters that are required or optional for each step.  

Most steps are available to all types of workflows, but a few are only included as choices in workflows triggered by a share activity.

The following table explains the behavior of each type of workflow step and defines its parameters.

StepDescriptionParametersWorkflow types (triggers)
StartBegins running the workflow when the specified trigger occurs.Depends on the trigger

See Workflow Triggers
All
ConditionA condition defined by the user. If the condition is true, an action occurs; if it is not true a different action occurs

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Query - Query that checks for the condition. You can either enter the query using the query builder provided or choose Text Editor (Advanced) and enter the query freehand. 

All
Assign Variable ValueSets a variable to a value that may be used within the workflow.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Variable Name - A variable you define for the workflow.

Value - A value you give to the variable from system or workflow data, such as the file path or the current date, or that you enter freehand.

All
Copy File

Copies the file from Source Path to Target Path.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Source Path - Current path of the file. 

Target Path - Path to copy the file to. 

Override - Check to overwrite file of the same name if it exists; leave unchecked to save both existing and new files.

All
Move FileMoves the file from the Source Path to Target Path.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Source Path - Current path of the file. 

Target Path - Path to move the file to. 

Override - Check to overwrite file of the same name if it exists; leave unchecked to save both existing and new files.

All
Create DirectoryCreates the directory specified in Target Path

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Target Path - Choose existing path to create the directory in and append the new directory name. 

All
Wait for File ApprovalRequests approval for a file action. Approvers are automatically notified in their user portals.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Approver Emails - Emails of users who may approve the action. Approval Count Number determines how many of these users must approve the action.

Custom Message - The default message is Please, approve this file. Select this text and type over it to change the message. 

Approval Count Number - Number of approvals required for the file action to occur. 

All except Automatically on a share activity
Wait for Share ApprovalRequests approval for a file or folder share. Approvers are automatically notified in their user portals. See Share Approval Workflows.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Approver Emails - Emails of users who may approve the share. Approval Count Number determines how many of these users must approve the share.

Custom Message - The default message is Please, approve this share. Select this text and type over it to change the message. 

Approval Count Number - Number of approvals required for the share to become active. 

Automatically on a share activity
Share ApproveThis action is triggered if a share in Wait for Share Approval is approved. It makes the share available to recipients. See Share Approval Workflows.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Automatically on a share activity
Share RejectionThis action is triggered if a share in Wait for Share Approval is rejected. It deletes the share. See Share Approval Workflows.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

Automatically on a share activity
Send EmailSends an email message to the To recipients.

Node Name - Name of the node.

Node Description - For informational purposes; describes the node.

To - Recipient email addresses

Subject - Subject of email. 

Body - Body of email. 

All
CompleteExits workflow processingnoneAll
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