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Manage Person Workflow

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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.

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

 

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

  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.

  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

 

  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.

 

  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

  1. Publish your Lookup Control.

  2. Create a form and do the following configurations on 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

  1. Right-click on Data Sources and select the Add Data Source option. Keep the Create New Data Source option selected, then click Next. In the Data Source Name textbox, provide a name for your datasource (e.g., dsDepartment). From the DataSource Type dropdown, select the CustomList option, and add the following values.

Name Value

  • IT IT

  • Marketing Marketing

  • Sales Sales

  • Finance Finance

  • HR HR

  1. Click on the Finish button.

  1. Right-click on the Description field, select the Edit option, go to the Control Types tab, and choose the MultiLineTextBox option. Check the Is Double ColumnSpan option and click OK.

  2. Right-click on the ValidUntil field and click on the edit option and go to the Standard Properties tab and set the following properties.

Min Date: 15 -----> (It implies that the earliest selectable date from the calendar control will be 15 days beyond the current date.)

Max Date: 30 -----> (It signifies that the maximum selectable date from the calendar control is set at 3 months beyond the current date.)

Default Value: 90

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