Plug-ins Guide

On this page

• Add a Plug-in to a Workflow
• Plug-in List

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 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. Data examples: the number of 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, including descriptions for each.
   
5. Configure the plug-in parameters. See below for a list of plug-ins, including descriptions for each.

List and Description of Plug-ins

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

Plug-in	Excel/ Form/ Both	Description
Add Attachment	Form	Attach a document automatically at a given point in a workflow.
Copy Attachments	Form	Copies one or more attachments from an Attachment Form Element in a form and places the copied file(s) into a file system.
Copy Document	Excel	Create a copy of a document or supporting document and place it in a file system directory.
Copy Form	Form	Copy a specified Form View as a Read Only copy and place it in a File Library.
Database Query	Both	Create, update, and/or delete database records in a database (using ODBC or OLEDB connection).
Deferred Column Update	Both	Set values in a form field or a solution field within the current process. Values will be placed in a queue for processing.
Deferred Copy Document	Excel	Create a copy of a document or supporting document(s) and place it in a processing queue, from which it will be placed to a file system or a folder inside a File Library.
Deferred Set Form Data	Form	Set a value in a form field through an asynchronous processing queue.
Deferred Update Due Date	Both	Updates the due dates of a running process or of assignments within the running process.
Delete Attachments	Form	Delete an attachment from the Attachment Form Element in a form.
Delete File	Both	Allows users to delete file(s) from the folder of a File Library.
Execute Command Line	Both	Run a command line within a workflow.
Execute Powershell	Both	Run a Powershell command or script within a workflow.
Export Form Data to Database	Form	Export form data to a database that supports ODBC and OLEDB connections.
Export Process State	Both	Export the current status of a workflow to solution fields.
Export Repeating Group	Form	Export the values in a repeating table or section to Solution Data Library.
Export Repeating Group to File	Form	Export the values in a repeating table or section to a file.
Form Monitor	Form	Automatically launch a new form with a designated process when a certain start date is reached.
Form Process Launch	Both*	Launch a separate form and corresponding process during the workflow.
Process Form Data	Form	Extract form data and write it to a file or insert part or all of the data into a file or database (using an ODBC or OLEDB connection).
Rename Process	Both	Change the name of a process from its default <process name> - <Date> format.
Send Email	Both	Send an email at a specified point within a workflow.
Set Column	Both	Set values in one or more Solution Fields.
Set Column with Process Inheritance	Both	Set values in a Solution Field of a particular Parent or Child process that is currently running.
Set Form Data	Form	Set a value in a form field at a particular point in the process.
Update Due Date	Both	Update the due dates of a running process or assignments within the process.
Update Item Permission	Both	Add, overwrite, and/or remove view permissions on the document, for any user(s) or group(s).
Update Solution Data Library	Both	Allows to insert, update, or delete items from a Solution Data Library.
Wait	Both	Wait for a specified period of time from the current time.
Wait for Child Processes	Both	Pauses a process until all or specified child processes are complete.
Winshuttle AutoRun	Excel	Automatically post data instead of posting through a built-in workflow.
Winshuttle Update	Form	Add a Winshuttle Web service to a workflow to run SAP data operations within the workflow.
XSL Transformation	Form	Run an Extensible Stylesheet Language (XSL) style sheet on XML and store the results in a file on the file system.