Host and Run Workflows in Geocortex Mobile

Host and Run your First Workflow

There are a couple of ways to host a workflow in Geocortex Mobile, the most common of which is the I Want To menu. The procedure below shows you how to configure the I Want To menu to host and run a workflow.

To use the I Want To menu to host and run a workflow:

Step 1: Configure the menu item

  1. In Geocortex Mobile Designer, click I Want To Menu in the Configure Components panel () and then click Add Menu Item ().

  2. In the Title box, type the text that you want to appear as an item in the I Want To menu, for example, Inspect Hydrant.

    If you want to use the name of the workflow as the menu item's title, skip this step. The title will automatically be set when you select the workflow.

  3. Click Select Icon and choose an icon to show beside the menu item's text, for example, .

  4. In the Command box, start typing the name of the workflow that you want the app to host.

    A list of the workflows with matching names displays.

    To see the workflows that you own, search for your user name.

  5. Select the workflow from the list.

    The JSON to run the workflow displays.

  6. If you want to hide the menu item completely when it is not available, rather than having it grayed out, turn on Hide when Disabled.

    Menu items are unavailable when the app is in a state that prohibits the item's command from running.

  7. Press Ctrl+S on your keyboard or click File | Save to save the app.

Step 2: Run the workflow

  1. Run the app.

    Example Geocortex Mobile app running in Geocortex Go

  2. Click I Want To. If necessary, click Refresh App () to show the new menu item ().

  3. Click the item in the I Want To menu () to run the workflow ().

Recommended Hosting Methods

Geocortex Mobile offers a couple of methods to host and run workflows:

The recommended hosting method depends on the inputs that the workflow takes. Workflow inputs are values that the host application passes to the workflow for the workflow to operate on. For more information, see Workflow Inputs.

The following recommendations prevent the situation in which the user has to select a feature or map location to run a workflow that doesn't require a feature or map location:

For more information about inputs, see Workflow Inputs.

Follow the instructions for the type of menu you want to use:

Use the I Want To Menu to Host and Run a Workflow

The I Want To menu cannot run workflows that take the currently selected feature as input. Use the Feature Actions menu instead.

To configure a Geocortex Mobile app to host and run a workflow from the I Want To menu:

Step 1: Configure the I Want To menu

  1. In Geocortex Mobile Designer, click I Want To Menu in the Configure Components panel () and then click Add Menu Item ().

  2. In the Title box, type the text that you want to appear as an item in the I Want To menu, for example, Inspect Hydrant.

    If you want to use the name of the workflow as the menu item's title, skip this step. The title will automatically be set when you select the workflow.

  3. Click Select Icon and choose an icon to show beside the menu item's text, for example, .

  4. In the Command box, start typing the name of the workflow that you want the app to host.

    A list of the workflows with matching names displays.

    To see the workflows that you own, search for your user name.

  5. Select the workflow from the list.

    The JSON to run the workflow displays. The JSON has the required arguments for the selected workflow, with the exception of any inputs.

  6. If the workflow takes design-time inputs, type the inputs into the inputs property in the command's JSON.

    The input keys must match the input names used in the workflow.

    Example workflow inputs specified in the command's JSON

  7. If you want to hide the menu item completely when it is not available, rather than having it grayed out, turn on Hide when Disabled.

    Menu items are unavailable when the app is in a state that prohibits the item's command from running.

  8. Press Ctrl+S on your keyboard or click File | Save to save the app.

Step 2: Run the workflow

  1. Run the app.

    Example Geocortex Mobile app running in Geocortex Go

  2. Click I Want To. If necessary, click Refresh App () to show the new menu item ().

  3. Click the item in the I Want To menu () to run the workflow ().

Use the Feature Actions Menu to Host and Run Workflows

Components with a Feature Actions Menu

The following components have feature actions:

The user accesses feature actions from a feature's Details panel. For more information, see Configure a Feature Action in the Geocortex Mobile Designer Help.

Configure the Feature Action and Run the Workflow

To configure a feature action to host and run a workflow:

Step 1: Configure the feature action

  1. Follow the instructions for the component you want to use:

  2. Click Add Menu Item.

  3. In the Title box, type the text for the feature action.

  4. In the Map component only, optionally enter a description for the feature action.

    The description appears in Designer only. It does not appear in the running app.

  5. Click Select Icon and choose an icon that represents what the workflow does.

    Feature actions with the default workflow icon and title "Run Workflow"

  6. In the Command box, begin to type the name of the workflow that the feature action will run, and then select the workflow from the drop-down list.

    To see the workflows that you own, search for your user name.

    The JSON to run the workflow displays. The JSON has the required arguments for the selected workflow, with the exception of any inputs.

  7. If the workflow takes design-time inputs, type the inputs into the inputs property in the command's JSON.

    The input keys must match the input names used in the workflow.

    Example design-time inputs specified in the command's JSON

  8. Press Ctrl+S on your keyboard or click File | Save to save the app.

Step 2: Run the workflow

  1. Run the app.

  2. Follow the instructions that apply to you:

  3. Click the feature action to run the workflow.

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Documentation Version 5.11