WORKFLOW CONDUCTOR SANDBOX GETTING STARTED WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE 2 The Workflow

  • View
    0

  • Download
    0

Embed Size (px)

Text of WORKFLOW CONDUCTOR SANDBOX GETTING STARTED WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE 2 The...

  • WORKFLOW CONDUCTOR

    SANDBOX GETTING

    STARTED GUIDE

    Thank you for evaluating Workflow Conductor. This guide will step you through

    configuring your Conductor site. Please note that your sandbox will expire 30 days from

    the date you signed up. If you require more time for evaluation, or would like to request

    a fully functional trial for installation, please Contact Us.

    http://store.bamboosolutions.com/sharepoint-workflow-conductor.aspx mailto:sales@bamboosolutions.com

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    1

    Table of Contents

    Create a workflow that sends an email notification……………………………………………3

    Creating a “Request Approval” Workflow………………………………………………………..6

    Creating an “Expense Approval” with Conditional Branching Workflow…………………13

    Workflow Conductor Web Parts ..…………………………………………………………………24

    Workflow Conductor Control Panel………………………………………………………………26

    Additional links and resources for Workflow Conductor ……………………………………..28

    ************MUST ACTIVATE FEATURES PRIOR TO USE OF SOLUTION*************

    Navigate to Site Actions, Site Settings, under Site Collection Administration click Site

    Collection Features

    Activate these four features

    Please read before utilizing the Workflow Conductor Sandbox.

    Workflow Conductor Sandbox Limitations

     Group E-mail notifications will not be sent

    a. This is due to the requirement to configure an SMTP server. To fully

    evaluate Workflow Conductor capabilities, please install and trial

    Workflow Conductor in a local environment.

     Only 1 user account will be created for each Workflow Conductor Sandbox

    Due to the sandbox environment not all features and functionalities are available.

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    2

    The Workflow Conductor Control Panel will provide users with the ability to view settings

    captured for Workflow Conductor. These settings are not editable and are designed for

    viewing status only. Further details can be found at the end of this guide.

    Use the account credentials provided in your confirmation email to access your SP2010

    Workflow Conductor sandbox Site. At this time, you can create workflows in Bamboo

    Solutions Workflow Conductor Sandbox.

    This guide will help you get familiar with Workflow Conductor solution. We have

    provided instructions to build and deploy 3 workflows in the sandbox. These next steps

    will walk you through these exercises.

    Create a workflow that sends an email notification

    The first workflow we will build is a simple “Send Email” to get you familiar with the

    solution. The Send Email widget sends a custom e-mail to a user or group of users, for

    more information about this widget please click here.

    1. From the main sandbox page please click on Business Contacts on the left from

    the Quick Launch bar.

    2. Once in the Business Contacts list please select List Tab from the ribbon bar. Then

    navigate down the ribbon bar to find “Create or Edit Workflows” icon.

    https://hosting.bamboosolutions.com/hosting/WorkflowConductor/SitePages/Conductor%20Control%20Panel.aspx http://store.bamboosolutions.com/onlinedoc/default.aspx#AppID=1703

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    3

    3. Now that you are in the Workflow Solution we will create a workflow that sends

    an email to yourself. This email will be sent when we modify an existing item in

    our SharePoint List. From the “Frequently Used” group on the left you will find a

    widget identified as “Send Email”. Please drag and drop this over to the

    designer screen.

    4. Once we have the Send Email widget on the designer screen the next step is to

    enter the Widget Properties. You may have to click on the Send Email Widget for

    the Widget Properties tab to become available. Please fill in the fields as shown

    below, for the To: field please use your own personal email address. Most

    importantly click “Apply” when finished to save your settings.

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    4

    5. Once complete click the “Workflow Settings” to the right of the “Workflow

    Properties” tab to provide a title and description for your workflow. If you have

    multiple users testing the sandbox you may want to add your initials in the

    workflow title. Then be sure to check the two start options as shown below in the

    image. Choosing these will allow the workflow to start based on new items or

    changes to existing items. Lastly click Apply to save your changes.

    6. Now we are almost complete, the last steps are to save the workflow and finally

    use the Publish tool to allow SharePoint to utilize the workflow.

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    5

    7. To save the workflow, choose the “Save As” command under the Workflow Tab

    and fill out the Name and Description as shown below. You may not need to as

    it copies the Title and Description you provided earlier.

    8. The last step is to “Publish” the workflow to SharePoint. Click the “Publish” tab

    from the top menu bar and then click “Publish to Site Collection”.

    9. During the process of publishing the Workflow it will ask for a Content Type. This

    does not need to be changed you can continue and click the Publish button.

    10. Once the workflow has been published it will put you back on the “Business

    Contacts” list. We will leave it up to you if you wish to enter a new contact or

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    6

    modify an existing one. Either option you choose to perform will send you or the

    email address entered a notification. See below for email.

    Creating a “Request Approval” Workflow

    The Request Approval widget assigns one or more users or groups a task to review and

    approves an item in a list or library, and then branches the workflow based on whether

    the item is approved or rejected. You will create a simple request approval workflow for

    our HR team to approve documents uploaded to this library. For more information

    about this widget please see here.

    1. Click the “Human Resources” link from the quick launch bar on the left.

    http://store.bamboosolutions.com/onlinedoc/default.aspx#AppID=1700

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    7

    2. In this SharePoint Library will find various documents typically associated with an

    approval process for a HR Department. Click on Library from the ribbon bar and

    then click “Create or Edit Workflows”.

    3. From the “Frequently Used” group on the left you will find a widget identified as

    “Request Approval”. Please drag and drop this over to the designer screen.

    4. Next we need to fill out the Workflow Properties of the Request Approval. For the

    Approvers entry use your sandbox account “online\user” for example. The other

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    8

    properties can be filled in as the screen shot (next page) shows. Be sure to click

    the after you type in your sandbox account to resolve the name.

    5. Before moving to the next step click “Apply” to save your settings.

    6. Click to the right of the “Widget Properties” and choose the “Workflow Settings”

    Tab. Provide a Workflow Title, Workflow Description and choose your start

    options as shown below. Click “Apply” when finished.

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    9

    7. Now it is time to save the workflow, click “Save As” from the Workflow Tab on the

    menu bar. Provide a Workflow Name and Description, it will pull from the

    Workflow Settings tab and populate for you.

    8. Please go to the Menu Bar and Choose Publish, then choose the option to

    “Publish to List”.

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE

    10

    9. During the process of publishing the Workflow it will ask for a Content Type. This does

    not need to be changed you can continue and click the Publish button.

    10. When complete it will drop you back in your Human Resources library. From here

    upload a new document, this will kick off the workflow we put together just a

    moment ago.

    11. At this stage if your sandbox account was tied to your personal email you would

    receive an email for the request approval to take action on. Unfortunately due to the

    sandbox environment this is not feasible, therefore to approve/reject the task must be

    driven from within SharePoint. From the Human Resources list click on the “In Progress”

    link.

  • WORKFLOW CONDUCTOR SANDBOX GETTING STARTED GUIDE