Plug-ins Guide

Note:

Notes: The Plug-ins Guide covers all plug-ins supported in Evolve 20.2. Please consult with Winshuttle Customer Support if you would like to introduce changes to an existing plug-in or add a new custom plug-in.

When you deploy solutions that include plug-ins, App Name, Solution Name, and Library Name parameters are validated. If one or more of these parameters is not found, you will receive an error message within a dialog box.

When configuring many of the plug-ins, you can select fields for parameters using drop-down menus.

Related topic: Plug-in Action Node

Plug-ins are nodes within a workflow that are used to automate a variety of tasks within the workflow. Examples of such tasks include: 

  • 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, under Elements, double click Plug-in. This adds the Plug-in Action node to the workflow.
  2. Click the Plug-in Action node.
  3. 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.
  4. Configure the plug-in parameters. See below for a list of plug-ins.

Plug-ins Table

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.
Create Folder Both Create a folder in a File Library or File System.
Data Connection Adapter Form Execute the field mapping created for data connections. And, execute updates for form data that is defined in the field mapping.
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 are 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 added - either to a File System or to a folder in 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.
EnterWorks Rest API Form Execute APIs provided by the EnterWorks application.
Excel Process Launch Both

Start an Excel solution process on a specific Excel document.
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 Process History Both Export the process history to SAP as an attachment.
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 Form Launch a separate form and corresponding process during the workflow.
Manage Swim Lanes Both Update the swim lane participant of the current process.
Manage Users Both Manage Evolve users from 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).

Replace Strings

Both

Search and replace text within files in text format (for example, .txt or .xml). Search is case sensitive.
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 users or groups.
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 through Solution Designer instead of posting through the built-in Evolve 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.