Relay Lite is an easy way to automate routine and repeatable business processes that are centered around content.
There are two types of triggers from which you can choose to begin a workflow in Relay Lite:
- File events
- Task events
You have different subsequent sets of options, depending on which trigger you choose.
You can only create workflows that involve folders you own, co-own, or edit.
File event options
Here, you are starting the workflow by specifying the type of event that happens to or with a file.
This workflow begins when a file is uploaded, copied, or moved. Your next choice is to specify where this event is to take place -- that is, in which folder the file resides or to which it will be moved or copied. To do this, click the Select a folder box and follow the prompts to specify the folder you want.
Task event options
Here, you are starting the workflow when the assignee must complete a task.
The next step, regardless of what trigger you have chosen, is to specify an outcome. Although the choices in selecting an outcome vary slightly, with file events the process of specifying an outcome is essentially the same as that of selecting a trigger.
Task outcomes, however, are a bit different. As the result of a trigger event, you can assign a task. For example, when a vendor uploads a contract proposal to the folder you specify, you can configure Relay Lite to assign a specific individual with the task of reviewing the contract.
Any trigger can result in a task outcome.
To create a task outcome
- In the Outcome box, click Assign a Task.
- Under What are the task details? click the Assignee(s) box and begin typing the name or email address of the assignee. Relay Lite displays a list of possible assignees. Click the assignee you want.
- You can assign a task to multiple individuals.
- In the Message box, enter a specific description of the task.
- Optionally, enter the number of days or hours you want to allow the individual to complete this task.
- In the Related File box, specify on which file the task is to be assigned.
Continue with the workflow until it is complete.