Geocortex Workflow Help
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Welcome to Geocortex Workflow, the easy way to automate your business processes so you can use them in web mapping applications.
Geocortex Workflow allows you to integrate geographic information and processing with other business tasks to create sophisticated functionality for your applications. For example, you could create a workflow that produces a tax parcel report for the user, or you could create a workflow that gets information about the geology and nearby features of a survey location specified by the user. The possibilities are endless—from automated reporting, to complex spatial analytics, to specific and tailored search experiences, you can use Geocortex Workflow for almost any process that you want to streamline and automate for your users.
Workflows are authored using a web-based tool called Geocortex Workflow Designer. Workflow Designer includes a library of pre-built activities that you use to build your workflows. Each activity represents a unit of work, for example, one activity sets the visibility of a layer, while another activity adds a new feature to a feature layer. Workflow Designer's activities include many specialized web mapping and GIS tasks, like buffering, geocoding, querying, geoprocessing, and routing activities, as well as activities to make decisions, repeat actions, gather user input, and more.
Gathering user input is central to Geocortex Workflow—the primary use of Workflow is to automate processes that require user input. Create custom web forms using Workflow Designer's pre-built form elements like auto-complete boxes and date pickers, or ask the user to draw on the map or select a feature from a list, and then use this information in the workflow to guide the user through the task.
To build a workflow, you drag activities onto the design surface, configure the activities' settings, and connect the activities into a flowchart. As you add activities, use Workflow Designer's validation feedback to correct syntactic errors. When the workflow is complete, save it and run it. Workflows save to your ArcGIS Online or Portal for ArcGIS account. You can run workflows in Geocortex HTML5 viewers and in applications created using Web AppBuilder for ArcGIS. With the Geocortex Mobile App Framework, workflows can also run on mobile devices when there is no network connectivity.
Compared to Geocortex Essentials Workflow
Some of the most important characteristics of Geocortex Workflow are:
Available Online or on Premises: Geocortex Workflow is available as a standalone service (SaaS), so there's nothing to install. Alternatively, install Geocortex Workflow on premises and use it with your native Portal for ArcGIS installation.
Easy-to-Use Design Tool: Geocortex Workflow Designer's drag-and-drop interface makes creating workflows quick and easy.
Pre-Built Activities: Geocortex Workflow Designer includes a library of pre-built activities that you use to build your workflows. You can also create custom activities.
Custom Forms: Create custom forms to gather user input. Workflow Designer provides pre-built form elements like drop-down lists and number sliders. Drag form elements onto the design surface to create custom forms.
No Programming: Geocortex Workflow provides a configuration approach to automating business logic in applications—drag predefined activities to the design surface, configure their settings, and connect them into a flowchart. Save the workflow and it is ready to run from a web application.
Works with Geocortex Applications: You can run workflows in Geocortex HTML5 viewers and in the Geocortex Mobile App Framework. Workflows can run Geocortex reports.
Works with Web AppBuilder Apps: You can run workflows in applications created using Esri's Web AppBuilder (Developer Edition or Web AppBuilder in Portal for ArcGIS).
Offline: Workflows can run offline in the Geocortex Mobile App Framework, for example, when a user is in the field using a mobile device like an iPad or an Android device and there's no wireless or 3G connectivity.
Save to ArcGIS: By default, Geocortex Workflow uses Portal for ArcGIS or ArcGIS Online for storage and sharing of workflows. You can also save workflows locally.
Upwardly Compatible: Workflows are upwardly compatible, so you don't need to worry about versioning. A workflow that works in this version of the Geocortex Viewer for HTML5 or Web AppBuilder for ArcGIS will work in future versions.
Works with Geocortex Analytics: You can use Geocortex Analytics to collect usage data from your workflows.