Process Flow Example: Capture Documents from OneDrive Storage

Last Updated: Version R2510

Follow these steps to create a task within a process flow that automates the import of documents from OneDrive storage.

  1. Start a new process flow from within the New Batch Type screen.

  2. Drag and drop the Task from the Steps to a + symbol location on the Process Flow.

  3. Enter a name for this task.

  4. From the Type list, select New Batch.

  5. Enter a name for the task.

  6. From the Type list, select Import.

  7. From the Destination list, select a Microsoft OneDrive location.

  8. Optionally, select a folder path using a combination of system or batch variables. For example, if you set the folder path to today's date, only documents in the folder with that date will be imported, and the value can change each day.

  9. Set the maximum number of files to process in a single batch. By default, the selection is 1.

  10. Set the Interval in minutes .The interval value works with the max number per page. For example, if the max number of files is set to 10, and the interval is set to 5 minutes, yet after 5 minutes only 7 files are available, the batch will be created with 7 files.

  11. Configure a file mask. The mask is useful if you want to import only a certain file type, for example. If you want to only import TIFF files, you can create a mask that ignores PDF and Word documents.

  12. Determine what should happen to the file in the original import location once the import is complete. You can either delete the document or move the document. If you select Move document, ensure you choose a different location than the folder location that was used for the initial import.

  13. Save the task, and then continue to complete the process flow with further steps. For example, you may need a data extract task, business rules, etc. depending on what you need to do with the imported documents.

From the end-user viewpoint, this is the workflow: 

  1. A document is added to the target folder. The document meets the file mask and the folder interval settings are met.

  2. The Batch type is triggered and the document is imported to RICOH IA.

  3. If the process flow contains other tasks (review, validation, etc.), each task will appear as a stage within the Work Queue.