You are here: Getting Started > Tutorials > Tutorial 3: Building advanced forms and workflows > T3-2. Add and change swimlanes

Tutorial 3–Step 2: Add and configure swimlanes

Tutorial 3: Building an advanced from and workflow

Tutorial 3 Overview

  1. Build a form in InfoPath
  2. Add and change swimlanes
  3. Create a starting workflow
  4. Publish the form
  5. Create an intermediate workflow
  6. Create Manager and HR form views
  7. Add functions for form logic
  8. Create an advanced workflow
  9. Create a SharePoint list and data connection
  10. Use transitions and promote fields
  11. Publish Transaction script as a Web service
  12. Add custom controls to InfoPath
  13. Configure custom controls in InfoPath
  14. Configure custom controls in InfoPath (advanced)
  1. Start Winshuttle Designer.
  2. In the Properties Pane, in the Participants area and next to Swimlanes, click the […] button to the right of the Swimlanes property.

  3. The Swimlane Collection Editor appears.

  4. The Members area lists the current swimlanes in your process. You can add as many swimlanes as needed to suit your workflow.

    Swimlanes require that a participant (individual or group) be associated with them in order to assign tasks to a participant.Do not modify or delete the names of the Originator or ProcessOwner Swimlanes.

  5. Add the following swimlanes:

    Name

    Type

    User

    Manager

    Person

    (Select yourself)

    HR

    Person

    (Select yourself)

  6. Rearrange the swimlanes so they are in the following order:
    • Originator
    • Manager
    • HR
    • ProcessOwner

    swimlane collection editor 2

  7. Click OK and verify:
    • the swimlanes appear in the canvas
    • the swimlanes are in the correct order.
  8. Save your workflow.