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Objective

Develop a workflow that enables users to modify individual attributes, manage group affiliations (including addition and removal), and assign individuals to a management role.

User ID: Test

Password: P@$$w0rd

  1. Start the 20331B-NYC-DC-05 virtual machine. Wait for the virtual machine to display the Desktop.

  2. On your Desktop, Right-click Workflow Studio (WFS), and then click Run as administrator.

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  3. Wait for WFS to start and enter your credentials.

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  1. In Solution Explorer, right-click on the Developer Packages folder, create a new folder called DemoLabs, and click the Ok button.

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  1. Add New Folder dialog box will appear from it; select the following options.

  • User Interface > Lookup Control

  • User Interface > Forms

  • Workflows > Applications

And click the Ok button.

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  1. Expand the Developer Packages folder, find the DemoLabs folder, expand it under the DemoLabs folder, expand the User Interface folder right-click on the Lookup Controls folder, hover your mouse on the New User Interface option and Click on Lookup

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  1. Wait for the Lookup designer to be loaded.

  2. Click on the Save button to save your Lookup and give it the name DemoPersonSingleLookup.

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  1. On your lookup control set following properties

Component Object: PersonView

Data Method: GetAllSearchAdvanced method which has resourceTag as a parameter.

Decisions: Next

Set Grid Type: Person

Type: Single

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  1. Publish your Lookup Control.

  2. Create a form and add the following properties to it.

Sections: Add three sections (Name, Organization, Advanced)

RBAC

...

Components: Person (rename it to TargetPerson)

First Section (Name): Drag these fields FirstName, LastName, Description

Second Section (Organization): Drag these fields Company, Department, ValidUntil

Third Section (Advanced): Keep it empty for now.

Approval Decision: Next

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