Send to Dispatcher Phoenix

3 minute read Last updated on September 06, 2024


Use this node to send documents from Dispatcher Stratus to any connected Dispatcher Phoenix installation. In this way, you can combine the People-based workflow capabilities of Dispatcher Stratus with the powerful document processing tools of Dispatcher Phoenix.

Send to Dispatcher Phoenix Node

Configuring the Send to Dispatcher Phoenix Node

To open the Send to Dispatcher Phoenix node’s configuration window (shown above), add the node to your workflow and double-click on it. The following options are available:

  • Enabled - To enable this node in the current workflow, select the toggle until “Enabled” displays. The default setting is “Enabled”. If you disable the node:

    • The workflow will ignore the node.

    • The node will not check for logic or error conditions.

    Important! If you disable this node, and no other distribution nodes are enabled, it will not cause the workflow to fail validation, but no processed documents will output and they may be lost.

  • Name - The name in this field appears below the node’s icon in the workflow. The node’s name defaults, but you can edit it. For example, you can specify a name that indicates the node’s function in the workflow.

  • Description - Enter a description for this node that details its purpose in the workflow, and/or to distinguish it from other nodes in the workflow. If the description is long, you can hover the mouse over the field to read its entire contents.

    This field is optional and is for internal use. That is, it appears only in this window and not in the workflow.

Buttons

  • Help - To access Online Help, click this button.
  • Cancel - To exit the window without saving any changes, click this button.
  • Save - To preserve your node configuration and exit the window, click this button.

Configuration Options

This node does not contain any configuration options. All configuration occurs in the corresponding Dispatcher Stratus In node, which is described in the Dispatcher Phoenix Online Help.

Using the Send to Dispatcher Phoenix Node

The Send to Dispatcher Phoenix only sends documents and metadata to a linked Dispatcher Phoenix workflow. It does not support any user interaction during the workflow.

Metadata

The Send to Dispatcher Phoenix node can export metadata from Dispatcher Stratus workflows into Dispatcher Phoenix. However, note the following:

  • At this time, only file-level and page-level metadata is passed between Dispatcher Stratus and Dispatcher Phoenix.

  • When sharing metadata between Dispatcher Phoenix and Dispatcher Stratus, metadata keys generated by one system will not be available for selection in the other system’s Metadata Browser or Metadata to File node. However, in either situation, you can manually select the metadata groups.