In this lesson, we'll learn how to create a Workflow Project using the "workflow dialog", "send e-mail," and "form builder" components.
Let's do it!
When you open the Altiris WorkFlow designer and click the new button you will see the window shown below. Enter the name of your project (we will create one called IT Support Request) and enter where to save it. In this project, the user will enter his name, his department, and the problem he's having with his PC.
After you click OK, you will see the page shown below. In the LHS you can see a tree view.
Now drag and drop the component called "Dialog Workflow" to the working area and connect it to the START and END components as illustrated below.
On the "Dialog Workflow" Component right-click and Select "Edit Component" as illustrated below.
On the "Interaction Setup" tape, select the small box beside the dialog model.
Now it will open a new window. Note the title of this window "Edit Embedded Decision Model".
As you can see there is a small red icon on the components. If you put the cursor on the component, it will show you the reason of this error.
Now search for the component called "Form Builder". Drag and drop it to the work area. Then right-click on the "form Builder" and select "Web Form Editor".
Open the form window and read the message "the form does not have an outcome component. Do you wish to add one now". Click yes.
After that it will open another window. This is the action for the output value. Click Submit then OK.
Now we start to add items to our form so we need labels. On the search component we will search for a "label". When you find it drag and drop it on the work area. We need three labels as illustrated below.
On the "Label" Component right-click and select "Edit Component".
Now you will see a new window. Navigate the "appearance" tape and on the "Text" field enter "Please Enter Your Name". Then click OK.
Do the same for the other label components. Enter the text "Please Enter your Department" and "Description" respectively.
Now search for a "TextBox". When you find it, drag and drop it on the working area (as you see, there is a small red icon on the textbox because it is not configured yet). To solve this, right-click on the Textbox and choose "Edit Component".
Now you will see the edit component window. Navigate to "functionality tap" and in the "Text" field enter "Name". Here the user will enter his/her name. Make it required to enter the name then press OK.
Now we need a "DropDown List" for the department field. Search for it and drag it to working area. Then right-click on the DropDown List and Select "Edit Component".
The editing window will appear. Navigate to the functionality tape and click the small box in the "Items" field.
Now enter the department items (HR, IT, Sales, Finance and Marketing). Then click OK. On the output part enter "Department" because the output will be the department of the employee. Then press OK.
Now we will insert my customized background. Our form will be like the one below. (See part two for more information.)
Press OK two times to return to the main project page.
Now we need to send e-mail to the IT support person after the employee completes the forms. Search for the "Send e-mail" component and drag it to the working area and connect it to the other components.
We need to configure the send e-mail components. Right click and select "Edit Components".
On the e-mail Contents tape, enter the sender e-mail part and enter the sender e-mail (you can enter more than one). Do the same for the (TO, CC, BCC) parts (the CC & BCC is optional), then click OK.
On the contents part, click the right square beside the subject, and enter the subject message for the e-mail. As you can see below the Name, Department and Description are variables so it is automatically changed. Click OK.
Do the same for the body field (you can copy the Subject and copy it to the Body field).
Now press OK and connect all component together.
Now press the RUN icon (the orange icon on the upper left corner).
Important Notes
Note 1:
When you run the project, you might see a ServerIP error like the one here:
To solve this, on the project field navigate to the project name (upper left corner), then to the properties tape, then to the ServerIPAddress field, and click on small box on the right-hand side.
Now enter new random password in the two boxes and press OK.
Now after you run the project, right-click on the Composer.aspx and select "Open Browser".
Note 2:
If the Composer.aspx does not appear!? To solve this, on the project field navigate to the project name (upper left corner) then to the "Publishing Tape" on the "workflow field Type" select "from start". Then run the project again.
Now you will see our form, enter your name, your department and, what your PC's problem. Then submit.
As you can see below we can see where the process is.
After that you will see a window that indicates the process is complete. (To edit this page see part two of this series.)
After you close the complete page the process is complete. The process path will be yellow.
Now the e-mail arrived and the variables are filled.
Note 3:
If your e-mail component does not send the e-mail or you see the error below...
Right click the "send e-mail" component and select the "e-mail Settings" tape. On the "SMTPserver Name" field enter your mail server name.