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@ -322,6 +322,8 @@ fields and permissions, which will be merged.
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### Workflow Triggers
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### Workflow Triggers
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#### Types
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Currently, there are three events that correspond to workflow trigger 'types':
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Currently, there are three events that correspond to workflow trigger 'types':
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1. **Consumption Started**: _before_ a document is consumed, so events can include filters by source (mail, consumption
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1. **Consumption Started**: _before_ a document is consumed, so events can include filters by source (mail, consumption
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@ -380,25 +382,49 @@ Workflows allow you to filter by:
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### Workflow Actions
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### Workflow Actions
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There are currently two types of workflow actions, "Assignment", which can assign:
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#### Types
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- Title, see [title placeholders](usage.md#title-placeholders) below
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The following workflow action types are available:
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##### Assignment
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"Assignment" actions can assign:
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- Title, see [workflow placeholders](usage.md#workflow-placeholders) below
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- Tags, correspondent, document type and storage path
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- Tags, correspondent, document type and storage path
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- Document owner
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- Document owner
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- View and / or edit permissions to users or groups
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- View and / or edit permissions to users or groups
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- Custom fields. Note that no value for the field will be set
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- Custom fields. Note that no value for the field will be set
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and "Removal" actions, which can remove either all of or specific sets of the following:
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##### Removal
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"Removal" actions can remove either all of or specific sets of the following:
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- Tags, correspondents, document types or storage paths
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- Tags, correspondents, document types or storage paths
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- Document owner
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- Document owner
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- View and / or edit permissions
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- View and / or edit permissions
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- Custom fields
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- Custom fields
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#### Title placeholders
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##### Email
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Workflow titles can include placeholders but the available options differ depending on the type of
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"Email" actions can send documents via email. This action requires a mail server to be [configured](configuration.md#email-sending). You can specify:
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workflow trigger. This is because at the time of consumption (when the title is to be set), no automatic tags etc. have been
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- The recipient email address(es) separated by commas
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- The subject and body of the email, which can include placeholders, see [placeholders](usage.md#workflow-placeholders) below
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- Whether to include the document as an attachment
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##### Webhook
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"Webhook" actions send a POST request to a specified URL. You can specify:
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- The URL to send the request to
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- The request body as text or as key-value pairs, which can include placeholders, see [placeholders](usage.md#workflow-placeholders) below.
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- The request headers as key-value pairs
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#### Workflow placeholders
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Some workflow text can include placeholders but the available options differ depending on the type of
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workflow trigger. This is because at the time of consumption (when the text is to be set), no automatic tags etc. have been
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applied. You can use the following placeholders with any trigger type:
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applied. You can use the following placeholders with any trigger type:
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- `{correspondent}`: assigned correspondent name
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- `{correspondent}`: assigned correspondent name
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@ -424,6 +450,7 @@ The following placeholders are only available for "added" or "updated" triggers
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- `{created_month_name_short}`: created month short name
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- `{created_month_name_short}`: created month short name
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- `{created_day}`: created day
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- `{created_day}`: created day
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- `{created_time}`: created time in HH:MM format
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- `{created_time}`: created time in HH:MM format
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- `{doc_url}`: URL to the document in the web UI. Requires the `PAPERLESS_URL` setting to be set.
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### Workflow permissions
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### Workflow permissions
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