Search found 2 matches

by brunoc68
Wed May 26, 2021 7:55 pm
Forum: General topics
Topic: UI and handling of metadata = nonsense ?
Replies: 1
Views: 650

UI and handling of metadata = nonsense ?

Dear all, I need help or advices on something which sounds ridiculous easy, but I do not manage it on my own. I have a very simple workflow : everytime my colleague or I come back from customers, we scan our handwritten intervention forms. So type of document = intervention form, with 2 metadata : -...
by brunoc68
Tue May 25, 2021 8:53 pm
Forum: Guides
Topic: Mayan EDMS Workflow Concepts Introduction and an Example Workflow to Send an Email on Every Document Upload
Replies: 9
Views: 8855

Re: Mayan EDMS Workflow Concepts Introduction and an Example Workflow to Send an Email on Every Document Upload

Hi Rob, In the introduction, you mention as an example : |When the metadata value of "Paid" is added to any document of the type "Pending Invoice", change the document type to "Paid Invoice", add a tag with |the value of "Paid" and add today's date to the Docu...