Plug-ins Reference Guide

On this page

• Add a Plug-in to a Workflow
• List and Description of Plug-ins

Plug-ins are nodes within a workflow that are used to automate a variety of tasks within the workflow. For example, you can use plug-ins to do things such as:

• Automatically send email notifications.
• Copy files to a local directory or shared network folder.
• Copy files attached to forms to a library or other file system.

In addition, you can perform more advanced operations such as:

• Execute a Powershell scripts to perform specific operations.
• Launch a secondary child form from a parent form when the user clicks a button in the parent form.
• Update a SQL database with data, such as how many times a form was submitted, how many users have used a form, or the Start and End dates for a process.

Add a Plug-in to a Workflow

1. On the Workflow Tab, click Plug-in Action.
   
2. Click and draw the Plug-In Action in your workflow.
3. Click the Plug-In Action node.
   
4. In the Properties Pane, click the Plug-In Name drop-down field, and select the desired plug-in from the list. See below for a list of plug-ins and description for each.
   
5. Configure the plug-in parameters. See below for a list of plug-ins and description for each.

 

List and Description of Plug-ins

Click a plug-in name for more information, settings, and usage examples.

Plug-in	Description
Add Attachment	Attach a document automatically at a given point in a workflow.
Autorun	Automatically post data instead of posting through a built-in workflow.
Copy Attachments	Copies one or more attachments from an Attachment Form Element in a form and places the copied file(s) into a file system.
Copy Attachment URL	Copy the URL of an attachment in an Attachment Form Element and place it into a Document Library.
Copy Document	Create a copy of a document and place it in a file system directory.
Copy Form	Copy a specified Form View as a Read Only copy and place it in a File System Directory or a SharePoint Document Library/List.
Deferred Column Update	Set values in a form field or SharePoint list column. Values will be placed in a queue for processing.
Deferred Copy Document	Create a copy of a document and place it in a processing queue, from which it will be placed in either a SharePoint document library or a file system directory.
Deferred Set Form Data	Set a value in a form field through an asynchronous processing queue.
Deferred Update Due Date	Updates due dates for a running process or assignments within a process.
Delete Attachments	Delete an attachment from the Attachment Form Element in a form.
Excel Workflow Set Permission	Enables you to set read-only permissions for the users or groups associated with the data file and/or supporting documents in the custom workflow.
Execute Command Line	Run a command line within a workflow.
Execute Powershell	Run a Powershell command or script within a workflow.
Export Form Data to Database	Export form data to a database that supports ODBC.
Export Form Data to OLEDB	Export form data to a database that supports OLEDB.
Export Process State	Export the current status of a workflow to a column in a SharePoint list.
Export Repeating Group	Export the values in a repeating table or section to a SharePoint list.
Export Repeating Group to File	Export the values in a repeating table or section to a file.
Form Monitor	Automatically launch a new form with a designated process when a certain start date is reached.
Form Process Launch	Launch a separate form and corresponding process during the workflow.
ODBC Query	Create, update, and/or delete database records in a SQL database.
OLEDB Query	Create, update, and/or delete database records in a database.
Process Form Data	Extract form data and write it to a file or insert part or all of the data into a database.
Rename Process	Change the name of a process from its default <process name> - <Date> format.
Replace Strings	Search and replace strings in a document, and then write the document back to a SharePoint document library or file system location.
Send Email	Send an email at a specified point within a workflow.
Set Column	Set values in one or more SharePoint list columns.
Set Column with Process Inheritance	Set values in a SharePoint list column for a running process.
Set Form Data	Set a value in a form field at a particular point in the process.
Update Item Permission	Sets the permissions for the current item being routed or another specified item.
Update Due Date	Update the due dates of a running process or assignments within the process.
Upload Document	Copies a file from the file system to a SharePoint document library.
Wait	Wait for a specified period of time from the current time.
Wait for Child Processes	Pauses a process until all child processes are complete.
Winshuttle Update	Add a Winshuttle Web service to a workflow to run SAP data operations within the workflow.
XSL Transformation	Run an Extensible Stylesheet Language (XSL) style sheet on XML and store the results in a file on the file system.