There are a number of toolbox items that create tasks. These tools allow you to specify an action plan as part of your task....
First posted: September 6th, 2022 1370 views 0 likes
There are a number of places within workflow modeller where you may add in a checklist to a workitem, or within data quality rules...
First posted: September 6th, 2022 1124 views 0 likes
The add participant tool allows you to add a new participant onto your piece of work. Common Uses The add participant tool can be...
First posted: September 7th, 2022 604 views 0 likes
The Action plan choice branch toolbox item provides the ability to branch a workflow, based on the user's selection on a 'Choices' action plan...
First posted: November 17th, 2022 442 views 1 likes
The Audit Event workflow toolbox item allows you to log new audit events. The system automatically logs a whole host of audit events in...
First posted: December 3rd, 2024 88 views 0 likes
Within the toolbox, it is now possible to use the evaluation of a Business Rule to guide your workflow. This acts similarly to using...
First posted: December 2nd, 2024 98 views 0 likes
The progress milestone tool box item allows you to add the ability to change the phase (status) of one of the work items you...
First posted: September 6th, 2022 537 views 0 likes
When creating you workflow you will need to have different steps in the process. A step contains one or more actions that need to...
First posted: September 6th, 2022 779 views 0 likes
The Create task toolbox item is a simple method to create a task against a work item. Common Uses There are many types of...
First posted: November 17th, 2022 428 views 0 likes
The Create notification toolbox item will add a system notification for one or more users/teams. Users can choose how to receive the notification by...
First posted: November 16th, 2022 629 views 0 likes
The Create a work item toolbox item will do exactly what it says on the tin, trigger a work item to be created for...
First posted: November 16th, 2022 560 views 0 likes
The Sharedo Workflow canvas provides a rich environment for you to automate business processes
First posted: May 14th, 2022 1500 views 0 likes
The Create outbound email toolbox item is a simple method to create an outbound email task against a work item. Common Uses There will...
First posted: November 17th, 2022 566 views 0 likes
The Create reminder toolbox item allows you to add a reminder to an existing task/key date at a given time in the workflow. Common...
First posted: November 17th, 2022 477 views 0 likes
The Create key date toolbox item allows you to create (or set) a Key Date at a given time in the workflow. Common Uses...
First posted: November 17th, 2022 804 views 0 likes
The Date Calculations tool is an extremely useful tool that allows you to calculate a date either as an offset of an existing date...
First posted: September 7th, 2022 1610 views 0 likes
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Each...
First posted: September 6th, 2022 1165 views 0 likes
What is it? When you use an Event to trigger a workflow, you often want to pass in values from that event to give the workflow...
First posted: December 19th, 2024 88 views 0 likes
What is it? When you use an event to trigger a workflow, you can use a phase change or phase transition as the trigger....
First posted: December 19th, 2024 77 views 0 likes
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Existing...
First posted: September 7th, 2022 653 views 0 likes
Work Instance Query The Existing Instance Branch toolbox item is a conditional block which will give you more granular control over what to do...
First posted: September 24th, 2024 61 views 0 likes
This item looks for an existing Key Date belonging to a work item and makes it available to be manipulated inside the Workflow. Prerequisites...
First posted: December 4th, 2024 55 views 0 likes
Whilst ShareDo toolbox provides access to a variety of blocks to assist you in building your workflows, there will be occasions where you require...
First posted: August 16th, 2022 1176 views 0 likes
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Loop...
First posted: September 7th, 2022 615 views 0 likes
The Load work item data toolbox item provides you with the ability explore data relating to the work item and map these to a...
First posted: November 17th, 2022 418 views 0 likes
The Log Variables toolbox item will log the value of one or more variables at a given time in the workflow which will be...
First posted: November 17th, 2022 540 views 0 likes
Overview Each time you save and publish a workflow edited in the visual workflow builder, the system creates a new version of that workflow....
First posted: May 14th, 2022 635 views 0 likes
You may have many instances of a Workflow kicked off due to a bulk import or some other scheduled task. This feature allows you...
First posted: December 5th, 2024 56 views 0 likes
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Null...
The Placeholder toolbox item provides you with the ability to create a simple placeholder within your workflow. Common Uses Workflows often require annotation, perhaps...
First posted: November 16th, 2022 601 views 0 likes
The Prepare Document toolbox item allows you to create a prepared document within the system. Details on how to configure document templates can be...
First posted: September 6th, 2022 828 views 0 likes
Within the toolbox there are a goup of tools that help to control the data used in the workflow. What is the Run Allocation...
First posted: September 7th, 2022 973 views 0 likes
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Start...
First posted: September 7th, 2022 549 views 0 likes
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. The Start Workflow tool...
First posted: September 7th, 2022 670 views 0 likes
To search the text of Execution Engine Plans there are two ways in which this can be done. 1. If the internal configuration service...
First posted: July 1st, 2022 780 views 0 likes
The Set key date done & Set key date missed toolbox items provide a simple method of marking a key date on a work...
First posted: November 17th, 2022 387 views 0 likes
The Update due date toolbox item provides you with the ability to update the due date on any task. Common Uses TBC Pre-requisites Work...
First posted: November 17th, 2022 389 views 0 likes
The Update work item attribute toolbox item allows you to update fields and attributes related to a work item. Pre-requisites Work item ID To...
First posted: November 17th, 2022 571 views 0 likes
Within the toolbox is a group of tools that help control the workflow's direction and flow. What is the IF tool used for? The...
First posted: September 7th, 2022 1468 views 0 likes
The When toolbox item is designed to work in tandem with the Each toolbox item. It instructs the workflow to continue only when either...
First posted: November 17th, 2022 595 views 0 likes
This workflow block is a wrapper for the ShareDo public API, which can be used to search for articles based on a number of...
First posted: December 5th, 2024 78 views 0 likes
The Create outgoing SMS visual workflow toolbox item is a simple method for creating an outgoing SMS task against a work item. Common Uses...
First posted: July 17th, 2025 80 views 0 likes