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...
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Learn how to build and extend workflows using the javascript canvas
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...
You can create an execution engine plan from the modeller area to begin configuration of your workflow. Select Launchpad > Modeller > Workflow and...
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...
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 ...
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...
The snippet manager in the execution engine provides lots of different snippets that help you to create tasks, change phase, and other common activities...
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...
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...
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...
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 ...
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...
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 ...
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 ...
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...
To create a document expectation in an execution engine plan use the following snippet var docexpLandlordsSolicitorConfirmation = function(ev, ctx, log)...
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...