Build Workflows using the Script Canvas

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Creating a Sample Scripted Workflow

The simplest way to learn how to create execution engine plans is to work through an example. This guide takes you through steps for...

First posted: April 6th, 2022 1458 views 0 likes
Create a Simple Execution Engine Plan

You can create an execution engine plan from the sharedo modeller area to begin configuration of your workflow. Select Launchpad > Modeller > Workflow...

First posted: April 6th, 2022 1202 views 0 likes
Create an Execution Engine Step

When a plan is triggered the 'main' or first step will be invoked. To add some actions into your plan you need to set...

First posted: April 6th, 2022 1127 views 0 likes
How to Get Work-type ID from an Event

When a plan is triggered, the event object (ev) carries data about the event, such as the related sharedo id. It is useful to...

First posted: April 6th, 2022 2098 views 0 likes
How to Get Work-type ID from an Event

When a plan is triggered, the event object (ev) carries data about the event, such as the related sharedo id. It may be useful...

First posted: April 6th, 2022 1153 views 0 likes
Create a Task with Action Plan Items

The snippet manager in the execution engine provides lots of different snippets that help you to create tasks, change phase, and other common activities...

First posted: April 6th, 2022 1226 views 0 likes
Create a Final Execution Engine Step

To mark an execution engine plan as complete you need to create a final step. In the step configuration this is marked as 'End...

First posted: April 6th, 2022 701 views 0 likes
Using Calls to Action in Workflow

What is a Call to Action? Calls to action (C2A) are created using Execution Engine plans, or workflows, as part of an action plan....

First posted: April 6th, 2022 3576 views 0 likes
Creating a call to action to open a sharedo

To create an action plan item in an execution engine plan use the following snippet to create the call to action ctx.sharedoId - should...

First posted: June 8th, 2022 832 views 0 likes
Creating a call to action to open key dates

Use this snippet to create a call to action on your task that opens up the key dates blade for you piece of work....

First posted: June 8th, 2022 810 views 0 likes
Create a call to action to open an email

To create a call to action which opens up an email and passes in an email template then use the following snippets. The email...

First posted: June 8th, 2022 847 views 0 likes
Creating a decision / choice action plan item

When a task is created via an execution engine plan you are able to define action plan items that allow the user to make...

First posted: June 8th, 2022 798 views 0 likes
Create a call to action to open a custom blade

Within you task action plan list you may need to open a custom blade from your call to action. Step 1 - Identify the...

First posted: June 8th, 2022 876 views 0 likes
How to set a form attribute from an Execution Engine Plan

To set an attribute within an EE plan use the following snippet replacing the "my-attribute-name" with the system name of the field on your...

First posted: June 8th, 2022 1151 views 0 likes
Creating a document expectation in an execution engine plan

To create a document expectation in an execution engine plan use the following snippet var docexpLandlordsSolicitorConfirmation = function(ev, ctx, log) { //use...

First posted: June 8th, 2022 768 views 0 likes
Adding a 'To' Participant on an Email from a Call to Action

Call to action commands can of course be used to create emails. Where there is the requirement to pass through the 'To' participant, this...

First posted: June 29th, 2022 882 views 0 likes

ShareDo Knowledge

Build Workflows using the Script Canvas

Learn how to build and extend workflows using the javascript canvas

Creating a Sample Scripted Workflow

Create a Simple Execution Engine Plan

Create an Execution Engine Step

How to Get Work-type ID from an Event

How to Get Work-type ID from an Event

Create a Task with Action Plan Items

Create a Final Execution Engine Step

Using Calls to Action in Workflow

Creating a call to action to open a sharedo

Creating a call to action to open key dates

Create a call to action to open an email

Creating a decision / choice action plan item

Create a call to action to open a custom blade

How to set a form attribute from an Execution Engine Plan

Creating a document expectation in an execution engine plan

Adding a 'To' Participant on an Email from a Call to Action