Workflow Soluiton

I am new to Worklfow development.  I am trying to create a workflow project that checks exceptions form a database, imports into a collection and emails each exception recipient a questionaire form to fill out.

Here is what my workflow looks like.

Where can I specify who the Form in the Dialog Worklfow goes to?   Can I send an email with the ResponseURL of the form if needed?   I can't seem to get it from the Email component before the Dialog Workflow component.

Also, am I setting up the workflow correctly if I want to get reports of all the recipients who've responded in a report?

Thanks

The Task Assignments under the Assignments section is where you specify who "gets" the task. If you're using the Process Manager portal, you can specify Process Manager as a task source, and do lookups into PM to find the appropriate person to assign the task to.

If you're not using PM, just use the Default task source. The Response link is available in the dialog component to send in and email to the assignee, so that there's a starting point.

Take a look at these two videos on the WorkflowSWAT site:

• Basic Workflow "How To"
• Concurrent Workflow - Majority Approval

The first video will show you how to setup the Start Process in the Dialog Workflow to send an email to a recipient with a link to kickoff the form. I point out the second video because it shows how to loop through multiple recipients into one dialog workflow and how to use a merge component afterward to wait for all (or a majority in the video example) to respond before the Workflow exits. You may or may not want to use an Embedded Merge. You could use other Merge components like the "Wait for all Workflow.." or "Wait for Specified Workflow.." components. You can get access to these 3 components by importing the Workflow.Advanced.dll into your project.

One other thing to mention is that since your Workflow project isn't a Form Start project (someone is not manually kicking off an initial Workflow Dialog form to then path to a following Workflow Dialog where the task emails are sent) you'll want to probably make your Workflow an Auto Start workflow. You can do that under the project's Publishing tab by ticking 'Auto Start' under the Workflow Type section. Then in the primary model, delete the 'Start' component and replace it with 'Configurable Auto Start' component. In the embedded model for the Auto Start component, copy your ReadRecords component in there, copy the End component once and then for the DataFound path, connect it to one End component and set its StartWorkflowFlag mapping to Create Value and check the box that appears. This will be the "True" path to start your Workflow. Map the DataNotFound path of the ReadRecords component to the other End component and setup the StartWorkflowFlag mapping the same except leave the checkbox unchecked. This will be the "False" path to keep the Workflow from starting (since there is no data). You can setup the schedule when the project will run under the project's Publishing tab in the 'Auto Start Settings' section. You'll also still need the Read Record component outside of the Configurable Auto Start since you can't pass that data if found, outside the Auto Start embedded model.

reecardo, matzebru, thank you for your help.   I was able to add the email recipient in the Assignments section.

matzebru, i purposely set the Workflow to 'Form Start' for debugging.   Once I release to Production, I will set it to 'Auto Start'.   I did not understand the second half of your paragraph.   Why is it a good idea to have an embedded model?