Importing the reject workflow template

  1. Using your company credentials, sign-in to your Power Automate account.

  2. In the left pane, select My flows > Import > Import Package (Legacy).

    Figure: Importing a package

  3. Select Upload and then select the .zip template file from your file explorer. You will be directed to the next page where you must review the package contents.

    Figure: Reviewing package contents

  4. To complete uploading the templates, choose Select during import to establish a connection for each resource type that has a warning indication beside them.

  5. In the Import setup dialog, select Create new. You'll be directed to the Connections page.

  6. Select New connection. Since you are importing the Reject workflow template, you must have the following resource type connections established:

    • iManage Insight Plus Connection

    • iManage Work Connection

  7. Search for the Insight Plus connector and then select Create. You'll be directed to your cloudimanage.com sign-in page. Enter your company credentials and select Import.

  8. To install the iManage Work connector, repeat the same instructions as mentioned in Step 7.

The connectors are added and displayed on the Connections page.

After importing the workflow template successfully, you must configure the workflow.

Figure: Reject workflow

Stage 1: Trigger the reject new submission workflow

  1. Select the first block in the workflow.

  2. Workflow Display Name: Provide a name to the workflow you are creating. This workflow will be available in the Edit: Workflow routing dialog box.

  3. Description: Specify the description of the workflow you are creating.

  4. Library ID: Specify the Knowledge library ID where the workflow must be available.

  5. Form ID: Specify the ID of the form that is presented to users to collect inputs used by the workflow.

  6. Return Folder ID: Specifies if the document’s folder ID is required by the workflow. This is helpful if you want to use a specific folder where the selected document is located further in your Power Automate script. Set this value to Yes.

  7. Available to users: Specify one or more user IDs separated by semicolons, to whom the workflow is available. Select Everyone if you wish to make the workflow available to all users in your organization.

Figure: Trigger the reject new submission workflow

Stage 2: Running the workflow

You don't need to make any changes in this stage because all the required configurations are already made when the template was built. Here are the different connectors used to build this workflow:

Connector

Figure

Field description

Dynamic content used

iManage Insight Plus connector

Description: Get curation configuration for the Knowledge Library of the selected document

  • Library ID: ID of the library for which a curation configuration is returned.

  • Library ID of the workflow

iManage Work connector

Description: Get permissions set on the Reject folder

  • Object Type: Specifies the type of the object.

  • Object ID: Specifies the ID of the document, folder, or workspace.

  • Rejected Documents Folder ID

iManage Work connector

Description: Get permissions of the current version of the document

  • Object Type: Specifies the type of the object.

  • Object ID: Specifies the ID of the document, folder, or workspace.

  • Document ID

iManage Work connector

Description: Update the workflow state as In progress

  • Library ID: ID of the library for which the workflow is defined.

  • State: Specifies the current state of the workflow run.

  • Status: Specifies the current status for the workflow run.

  • Status Message: Specifies the customized message for the current status of the workflow run.

  • Library ID of the workflow

iManage Work connector

Description: Update default security on the selected document version

  • Document ID: ID of the document.

  • Document Default Security: Specifies the default security access level.

  • Document ID

iManage Work connector

Description: Move the entire document to Reject folder in the knowledge library

  • Parent Folder ID: Specifies folder ID of the parent folder.

  • Document ID: ID of the document.

  • Destination Folder ID: Specifies the destination folder ID to which the document is to be moved.

  • Apply Destination Profile: Specifies if the document profile is to be updated with the destination folder profile.

  • Apply Destination Security: Specifies if the document security is to be updated with the destination folder security.

 

  • Folder ID

  • Document ID

  • Rejected Documents Folder ID

iManage Insight Plus connector

Description: Set curation properties on the selected document

  • Document ID: ID of the document.

  • State: Specifies the current state of the document.

  • Document ID

iManage Work connector

Description: Update workflow state as successfully completed

  • Library ID: ID of the library for which the workflow is defined.

  • State: Specifies the current status for the workflow run.

  • Status Message: Specifies the customized message for the current status of the workflow run.

  • Library ID of the workflow

Stage 3: Reporting errors

You don't need to make any changes in this stage because all the required configurations are already made when the template was built.

Figure: Reporting errors found during workflow execution