Get Started

Anyone can build a workflow, without writing any code. This tutorial shows you how to build a simple workflow that displays a message to the end user. Once you have built the workflow, you will run the workflow in the built-in test environment, the Sandbox.

This tutorial is intended to get you started building and running workflows quickly. The tutorial skips some of the steps that you will follow when creating production workflows, like sharing workflows and configuring host applications to run workflows. The complete steps are given in Create Workflows.

Before you Begin

Geocortex Workflow can run in two environments—in the cloud or on premises. To do this tutorial, you must have access to one of these environments.

Quick Steps to Create and Run a Workflow

The steps to create and run your first workflow are:

  1. Build the workflow in Geocortex Workflow's authoring tool, Geocortex Workflow Designer.

  2. Run the workflow in the Sandbox.

Tutorial - Create your First Workflow

Step 1: Build the Workflow

This step shows you how to build a simple workflow that displays a message to the end user.

  1. Launch Geocortex Workflow Designer and click Let's get started. Sign in if you are prompted.

    If you are using Geocortex Workflow in the cloud, you can access Workflow Designer here. If you are using on-premises Geocortex Workflow, use your organization's deployment of Workflow Designer.

  2. Sign in if you are prompted.

    If this is the first time that you have used Designer, the Welcome panel opens. The Welcome panel is a good place to familiarize yourself with some of Geocortex Workflow's main features.

    When you close the Welcome panel, Designer will have a new, blank workflow ready for you to work on. The Start block is the beginning of the workflow.

    The Toolbox at the left contains activities, the building blocks of a workflow. Each activity represents a unit of work, for example, one activity sets the map extent, while another activity buffers a point on the map. To build a workflow, you drag activities from the Toolbox onto the design surface and connect them into a flowchart.

    In this tutorial, you will use a single activity, the Display Form activity. The main function of the Display Form activity is to gather input from the user, but you can also use it to display information to the user.

  3. Find the Display Form activity in the Toolbox.

    An easy way to find a particular activity is to 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.

  4. Drag the Display Form activity to the design surface and drop it on the Start block.

    Dropping an activity on the last item in the workflow automatically positions and connects the activity. In this case, the Start block is the last item in the workflow. You can also connect and disconnect activities manually.

    The Display Form activity's properties show at the right. These properties apply to the form as a whole. You can edit the activity to configure the contents of the form.

  5. Double-click the Display Form activity.

    The form opens for editing. In this view, you add whatever elements you want to include in the form. Instead of activities, the Toolbox shows the building blocks of forms, form elements. Initially, the form has a title and buttons for the user to submit or cancel the form.

  6. Find the Text element in the Toolbox.

    The Text element allows you to display instructions and other information within the form.

  7. Drag the Text element from the Toolbox to a position between the form title and the buttons.

    The Text element's properties show at the right.

  8. In the Description box, type the message that you want to display.

    Your text appears in the form preview as you type.

  9. Save the workflow.

    To save the workflow, press Ctrl-S or click Save or Save As in the File panel and enter a name for the workflow file.

    The workflow is saved as an ArcGIS item. You can access it from your Content page in ArcGIS.

Step 2: Run the Workflow in the Sandbox

Follow the instructions to run the workflow in the Sandbox, Workflow Designer's built-in test environment.

  1. Click Info in Workflow Designer's sidebar.

  2. Click Run in Sandbox.

    If the Info panel does not have a Run in Sandbox option, make sure you have saved the workflow. The Run in Sandbox option shows for saved workflows only.

  3. In the Sandbox's sidebar, select the environment that you want to use to run the workflow.

    The Sandbox will remember your selection for the next time you run a workflow.

  4. Click Run Workflow.

    The workflow opens the form that displays the message. Click either of the form's buttons to close the form.

Authoring Tips

When you author a workflow, you go back and forth between Designer and the application to modify and re-test the workflow. If your workflow fails when it runs, use your browser's console to view the error. Click F12 to open the console.

To save yourself from having to refresh the page each time you re-run a workflow in a Geocortex Viewer for HTML5 viewer, add the dev=true parameter to the URL. For example:

http://host.domain.com/viewer/index.html?viewer=site.viewer&dev=true

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Documentation Version 5.10