Articles

• Creating Visual Workflows

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

• 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 creating an executi...

• Create a Simple Execution Engine Plan

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

• 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 up subsequent steps. This consists...

• 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 have this data stored for ...

• 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 to enrich this informatio...

• 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...

• 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 State' and this tells the...

• 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. For example, the blue...

• Creating a call to action to open a work item blade

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

• 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. ctx.sharedoId should be set to the id ...

• 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 template can define the to...

• Creating a decision or 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 a choice. Use this snippet to ...

• 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 id of your form Go to the modeller ...

• 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 form you wan...

• 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)...

• 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 can easily be...

• Extending the workflow palette through custom workflow actions

  If you are using the same integration steps across multiple workflows you may wish to create a custom Workflow Action. Within the Sharedo IDE you will n...