Geocortex Workflow Help
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There are two types of workflow:
Client Workflows: Client workflows run in a client application (the host application).
Server Workflows: Server workflows run on the Geocortex Workflow server.
Most workflows are client workflows. Server workflows are used in conjunction with client workflows to perform server-side operations like querying an external database or writing to a file. For information about creating server workflows, see Server Workflows.
The main steps to create a client workflow in Workflow Designer are as follows:
Create a new workflow.
Configure the deployment settings.
Build the workflow.
Save the workflow.
If you use Geocortex Web or Geocortex Mobile to host and run workflows, you can create workflows from Web Designer or Mobile Designer. For information, see Create a New Workflow for an App in the Geocortex Web documentation or Use a Built-in Workflow Template in the Geocortex Mobile documentation.
To create a client workflow:
Step 1: Create a new workflow
You can either create a blank (empty) workflow or you can base a new workflow on an existing workflow:
Blank: A blank workflow contains a Start block but no activities.
At any time in Workflow Designer, click File | New, select Blank Workflow, and then click Create.
You can double-click a workflow in the File menu instead of selecting it and clicking the Create button.
When you open Workflow Designer, a new, blank client workflow is already open for you.
Create a new tab in Workflow Designer. The new tab will have a blank client workflow.
Based on a Workflow Designer Template: Workflow Designer provides a selection of built-in workflows (templates) that perform common tasks, like buffering a geometry or looping through the features in a feature set. To base a new workflow on a template in Workflow Designer, click File | New, select a template, and then click Create. This creates a copy of the template.
Based on an Existing Workflow: To base a new workflow on an existing workflow, create a copy of the existing workflow. Open the workflow in Workflow Designer, click File | Save As, and save the workflow under a new title. The copy contains all the activities and configuration of the existing workflow.
Step 2: Configure the deployment settings
Configuring a client workflow's deployment settings filters the Toolbox to show only those activities that work in the type(s) of host applications you will use. This prevents you from accidentally adding an activity that the host application doesn't support. For more information, see Configure Deployment Settings. For information about moving a workflow to a different environment, see Run a Workflow in Different Environments.
Click Info in the sidebar.
Note that the Workflow Type is set to Client Workflow.
Click Deployment to open the Deployment panel.
Select the checkbox for each application you will use to run workflows.
If the workflow needs to be able to run when the device is not connected to a network, select Yes for the second question.
Click in the design area to close the Deployment panel.
The Toolbox is filtered to show only activities that run in the environments you selected.
Step 3: Build the workflow
Build the workflow by adding, connecting, and configuring activities:
Add an Activity: To add an activity, locate the activity in the Toolbox and drag it to the design surface.
To find a particular activity, type part of the activity's name in the Filter box at the top of the Toolbox. The Toolbox will show only those activities that match what you type.
Connect Activities: Connect activities into a flowchart. To connect two activities, drag a connector handle from the first activity to the following activity. To show an activity's handles, hover over the activity.
Dropping an activity on the last activity in the workflow automatically connects the two activities.
Configure an Activity: Select the activity on the design surface to open the activity's properties. Modify the properties as desired. Click on the design surface (not on an activity) to close the properties.
Once you have built the workflow, you can run the workflow in Workflow Designer's test environment, the Sandbox. To open the Sandbox, click Info | Run in Sandbox.
Step 4: Save the workflow
The first time you save a workflow, Geocortex Workflow creates an item for the workflow in your ArcGIS Content area. You can open a workflow's item in ArcGIS by clicking Info | View in Workflow Designer.
The workflow's title in Workflow Designer is the same as the item's title in ArcGIS.
Save the workflow: Click File | Save As or File | Save, or press Ctrl+S.
Enter a title for the workflow item.