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  • 1.  Integrating Webform project into a Workflow Project

    Posted Jan 24, 2011 12:00 PM

    I have been working on a process that basically gathers information from an end user about what their hardware requirements are by presenting a survey, collecting their answers, and getting approval from their line manager. At the beginning of this workflow I want to verify the user taking the survey has an accurate and up to date AD account. The user verification process has many other applications so I am trying to build it in a way that can be easily integrated into other workflows. I have both the Verify User and Survey projects working separately. For the life of me I cannot figure out how to tie one into the other. I have tried building the Verify User project as both a Webform and a Workflow. Building it as a workflow requires the forms to be built in a Workflow Dialog component. However, when imported and linked to the Survey workflow, the processing ends at the end of the user verification process because its waiting for an input action to continue. Since there is none required for the user verification, it doesn't. I have also tried importing the WebForm project into the Survey workflow project. This throws a warning on import and fails when it gets to the first form builder component. I have tried using the External Dialog Step component but I cannot find any useful documentation or training videos that provide enough detail for a newbie like myself to figure out how to use it.

    I realize the easiest solution would be to simply put the user verification portion and survey into the same Dialog Workflow component. This would totally negate the reuse-ability of the verify user process. I have to believe there is a better way to do this. Can anyone provide any insight into the best way to accomplish this?

     

    Thanks in advance,

    Tom



  • 2.  RE: Integrating Webform project into a Workflow Project

    Posted Jan 25, 2011 12:53 PM

    You could do a Terminate and Transfer dialog component and send the user to the new link. If you want to pass a user name, you could use a URL parameter to pass the user account to the survey process.

     

    As for the user verification process, I have created a Decision only process running as a webservice. That webservice has 3 methods, each taking a different value - DOMAIN\LoginName, WWID, or email address. All three return the same strongly typed data set consisting of all the relevant user data that may be needed in a process (for example - full name, email, telephone, manager name & email, etc...)

     

    You could create something like this that takes in the user samAccountName and verrifies all the data is complete, and if not direct the user to some sort of remediation form to correct.
     

    rob