Visual Workflow Toolbox

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Adding an action plan to a task - Workflow Toolbox

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 1478 views 0 likes
Adding a call to action button - Workflow Toolbox

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 1238 views 0 likes
Add Participant - Workflow Toolbox

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 660 views 0 likes
Action plan choice branch - Workflow Toolbox

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 500 views 1 likes
Audit Event - Workflow Toolbox

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 136 views 0 likes
Business Rule - Workflow Toolbox

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 156 views 0 likes
Progress Milestone (Change Phase) - Workflow Toolbox

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 600 views 0 likes
Creating a new visual workflow step - Workflow Toolbox

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 855 views 0 likes
Create task - Workflow Toolbox

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 494 views 0 likes
Create notification - Workflow Toolbox

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 699 views 0 likes
Create a Work Item - Workflow Toolbox

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 620 views 0 likes
Creating Visual Workflows

The Sharedo Workflow canvas provides a rich environment for you to automate business processes

First posted: May 14th, 2022 1609 views 0 likes
Create outbound email - Workflow Toolbox

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 641 views 0 likes
Create reminder - Workflow Toolbox

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 555 views 0 likes
Create key date - Workflow Toolbox

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 908 views 0 likes
Date Calculations - Workflow Toolbox

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 1740 views 0 likes
Each - Workflow Toolbox

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 1300 views 0 likes
Event Information - Workflow

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 130 views 0 likes
Event - Phase Change - Workflow

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 127 views 0 likes
Existing Instance Branch - Workflow Toolbox

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 711 views 0 likes
Existing Instance Branch - Workflow Toolbox

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 115 views 0 likes
Get key date - Workflow Toolbox

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 115 views 0 likes
Using the JavaScript toolbox item to call Sharedo API's - Workflow Toolbox

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 1283 views 0 likes
Loop Controller - Workflow Toolbox

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 686 views 0 likes
Load work item data - Workflow Toolbox

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 482 views 0 likes
Log Variables - Workflow Toolbox

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 597 views 0 likes
Managing Workflow Versions

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 741 views 0 likes
Naming a Workflow Instance - Workflow Toolbox

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 97 views 0 likes
Null Check - Validating if something is blank - Workflow Toolbox

Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Null...

First posted: September 7th, 2022 689 views 0 likes
Placeholder - Workflow Toolbox

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 661 views 0 likes
Prepare Document - Workflow Toolbox

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 891 views 0 likes
Run Allocation Rule - Workflow Toolbox

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 1068 views 0 likes
Start Step - Workflow Toolbox

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 608 views 0 likes
Start Workflow - Workflow Toolbox

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 730 views 0 likes
Searching the text of EE plans within the User Interface

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 847 views 0 likes
Set key date done & Set key date missed - Workflow Toolbox

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 440 views 0 likes
Update due date - Workflow Toolbox

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 453 views 0 likes
Update work item attribute - Workflow Toolbox

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 646 views 0 likes
Using If in a workflow - Workflow Toolbox

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 1626 views 0 likes
When - Workflow Toolbox

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 676 views 0 likes
Work Item Search - Workflow Toolbox

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 127 views 0 likes
Create Outgoing SMS - Workflow Toolbox

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 157 views 0 likes

Adding an action plan to a task - Workflow Toolbox

Adding a call to action button - Workflow Toolbox

Add Participant - Workflow Toolbox

Action plan choice branch - Workflow Toolbox

Audit Event - Workflow Toolbox

Business Rule - Workflow Toolbox

Progress Milestone (Change Phase) - Workflow Toolbox

Creating a new visual workflow step - Workflow Toolbox

Create task - Workflow Toolbox

Create notification - Workflow Toolbox

Create a Work Item - Workflow Toolbox

Creating Visual Workflows

Create outbound email - Workflow Toolbox

Create reminder - Workflow Toolbox

Create key date - Workflow Toolbox

Date Calculations - Workflow Toolbox

Each - Workflow Toolbox

Event Information - Workflow

Event - Phase Change - Workflow

Existing Instance Branch - Workflow Toolbox

Existing Instance Branch - Workflow Toolbox

Get key date - Workflow Toolbox

Using the JavaScript toolbox item to call Sharedo API's - Workflow Toolbox

Loop Controller - Workflow Toolbox

Load work item data - Workflow Toolbox

Log Variables - Workflow Toolbox

Managing Workflow Versions

Naming a Workflow Instance - Workflow Toolbox

Null Check - Validating if something is blank - Workflow Toolbox

Placeholder - Workflow Toolbox

Prepare Document - Workflow Toolbox

Run Allocation Rule - Workflow Toolbox

Start Step - Workflow Toolbox

Start Workflow - Workflow Toolbox

Searching the text of EE plans within the User Interface

Set key date done & Set key date missed - Workflow Toolbox

Update due date - Workflow Toolbox

Update work item attribute - Workflow Toolbox

Using If in a workflow - Workflow Toolbox

When - Workflow Toolbox

Work Item Search - Workflow Toolbox

Create Outgoing SMS - Workflow Toolbox