Built-in Automation Action plugins
| Name | Apply at | Parameter | Description | Restriction |
|---|---|---|---|---|
| AddCategory | Post | Category | Adds a category to the node that triggered the event. | Applicable to all node types. |
| AddCategoryToWizard | Post | Shows a category pop-up as part of the process of uploading a new document. Only takes effect when a user uploads a new document from the user interface. |
Applicable to documents. | |
| AddKeyword | Post | Keyword name | Adds a keyword to the node that triggered an event. | Applicable to all node types. |
| AddKeywordToWizard | Post | Shows a keyword pop-up as part of the process of uploading a new document. Only takes effect when a user uploads a new document from the user interface. |
Applicable to documents. | |
| AddPropertyGroup | Post | Metadata group name | Adds the metadata group. | Applicable to all node types. |
| AddPropertyGroupToWizard | Post | Metadata group name | Shows a metadata group pop-up as part of the process of uploading a new document. Only takes effect when a user uploads a new document from the user interface. |
Applicable to documents. |
| ExecuteScripting | Pre Post |
Code | Executes a script. | Applicable to all node types. |
| GrantRole | Post | Role name Permission |
Grants a role permission to the node that triggered the event. | Applicable to all node types. |
| GrantUser | Post | User name Permission |
Grants a user permission to the node that triggered the event. | Applicable to all node types. |
| MoveToAZFolder | Post | Folder destination Folder depth |
Creates a folder hierarchy based on the name of the node and depth, and moves the node into it. Document named “Testing.pdf” Folder destination = /okm:root/move/into With depth = 3 The document will be moved to /okm:root/move/into/T/E/S/Testing.pdf |
Applicable to all node types. |
| MoveToFolder | Post | Folder destination | Move the node to a new location. | Applicable to all node types. |
| MoveToYearMonthDayFolder | Post | Folder destination | Move the node to a new location with a subfolder structure year/month/day. Document named “Testing.pdf” Folder destination = /okm:root/move/into Current date = 2020-05-08 The document will be moved to /okm:root/move/into/2020/05/08/Testing.pdf |
Applicable to all node types. |
| RevokeAllRoles | Post | Revokes all roles granted to the node that triggered the event. | Applicable to all node types. | |
| RevokeAllUsers | Post | Revokes all users granted to the node that triggered the event. | Applicable to all node types. | |
| RemoveCategory | Post | Category | Removes the category from the node that triggered the event. | Applicable to all node types. |
| RemoveKeyword | Post | Keyword name | Removes the keyword from the node that triggered the event. | Applicable to all node types. |
| RevokeRole | Post | Role name | Revokes the role granted to the node that triggered the event. | Applicable to all node types. |
| RevokeUser | Post | User name | Revokes the user granted to the node that triggered the event. | Applicable to all node types. |
| Send Mail | Post | Role names User names Message |
Sends mail to the selected users and roles. The message format is the same as used in notification messages. For more information, take a look at Notification configuration parameters. |
Applicable to all node types. |
| SetAutoStartToWizard | Pre, Post | Sets the autostart for the wizard. | Applicable to all node types. | |
| SetInQuarantine | Post | When the antivirus engine detects a virus in a document, it moves the document into the quarantine folder /okm:root/quarantine. | Applicable to documents. | |
| SetLanguage | Post | Language | Sets the language of the document node that triggered the event. Language value is based on ISO 639-1. For example, for Spanish the value is “es”, for English “en”, etc. |
Applicable to documents. |
| SetSummarization | Post | Sets the document summarization. The KEA Summarization service must be enabled. |
Applicable to documents. | |
| SetTextExtracted | Post | String | Replaces the original extracted text content of the document node that triggered the event. | Applicable to documents. |