Appendix C Node Types and Properties

A node represents a step in a workflow. Winshuttle Designer provides a set of standard node types for which you can set properties specific to your workflow. The table below alphabetically lists each node type and its purpose. The following sections of this appendix describe each node type in detail, including the properties you can set for each.

NOTE: for instructions on how to include a node in your workflow and set its properties, see Using Winshuttle Designer.

Node Types

Node	Name	Purpose
	Activity node	A single step or task in a workflow.
	And/Join node	A step to evaluate an Approval node and to move on to the next step in the workflow.
	Approval node	A step or task that requires approval or consent before proceeding.
	Decision node	A step that branches to more than one path in the workflow.
	End node	The last step in a workflow.
	Loop block node	A sub process within a main workflow.
	Notification node	A notification to alert participants to an event or status.
	Plug-in action node	A step that you can customize to integrate your own functionality into a workflow.
	Start node	The beginning of a workflow.
	Value Setter node	A step that allows you to set values in fields or list columns to manipulate a workflow route.
	Xor/Join node	A step to evaluate an Approval node and to move on to the next step in the workflow.

Activity Node

The Activity node is used to represent a single logical step or task in a workflow.

Property	Description
AllowBulkApproval	Whether or not assignees should have the option of bulk, approving their assignments based on this node in the Winshuttle Task List detail view.
Allow OverrideDuration	Allows the initiator of the form to set a new duration (time in which the task must be completed), other than the default (set from the Duration property). A reference to a column must be entered in the property, either as an expression (e.g. $date(today()+[//my:numberofdaysallowed])) or a single column (e.g. [overrideDuration]). NOTE: This option works in conjunction with a SharePoint list or document library column. The column can be created from an InfoPath control in the form that has been exported as Form Library Column or manually created in the document library properties. The overriding value must be in a date format (such as 12/07/2010). Make sure that End Users are aware of the format. Using a date picker control ensures that users enter a correctly formatted value.
Allow Reassignment	Allows the task assignee to reassign their task to someone else.
AllowReplacement	Allows the task assignee to replace a process-controlled document that is being routed.
AllowTeamAddition	Allows the task assignee to add team members (members of his/her SharePoint Group) to the task. New team additions receive an email notifying them that they have a task. This setting converts an assignment to a single user into a team assignment.
AssignmentCompletionText Link	Text displayed as the hypertext link directing the assignee to their task.
CommentRequirement	Requires the task assignee to enter a comment prior to completing their assignment. Possible values are: None — does not require comments. Always — a comment is always required. OnReject — a comment is only required if the assignee is rejecting (their disposition in an Approval task is Reject).
DefaultCompletionPeriod	The time (in days or hours) that a task will automatically be completed if the assignee does not complete it. NOTE: The task will only be automatically completed once the value (amount of time) of this setting and the Duration property setting have elapsed.
Description	A description of the task/assignment.
Duration	The time (in days or hours – see DurationUnit) within which the task must be completed. Reminder emails are sent out one DurationUnit before the assignment due date, unless the Duration is set to 1 unit. Overdue emails are sent out after the assignment due date.
DurationUnit	The time unit (Days or Hours) for the duration of the task.
EmailApproval	Allows the task assignee to complete the assignment (approve or reject) via email. This usually does not apply to the Activity node.
EmailFormattingType	Type of notification that goes out when the task is assigned. Possible values are: HTML— the email notification is sent in HTML format. HTML and Text — the email notification is sent in both HTML and text format, and the mobile device automatically determines which view (text or HTML) to display. Text — the email notification is sent in text format. NOTE: In order to support as many devices as possible, there are two email options that specifically address mobile devices, HTML/Text or Text Only. Some devices fully support HTML/text emails, rendering the correct view of the notification, while other devices do not. The Text Only option should be used for devices that do not support HTML/Text email. Run a few tests with your workflow and mobile device(s) to determine which option is best for your users.
FormAttachmentFormat	Whether to use MHTML or JPEG as the format for the email form attachments.
FormHiddenFields	List of fields to remove from the form XML that is sent to the client when the FormHiddenFieldType is List. This option can be used to avoid sending sensitive information in a form to the browser. NOTE: Option maintains sensitive information on the server only.
FormHiddenFieldType	None is the default, and does not exclude any fields. List allows the Process Designer to specify a comma-separated list of columns to remove from the form XML. Auto attempts to compute only the fields that should be shown based on the view assigned to the task, and it will then send only those fields.
FormView	The InfoPath form view visible to the task assignee when the assignment is accessed.
IncludeAssignment CompletionLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to their task (see AssignmentCompletionText Link).
IncludeHistoryInNotification	Toggles the appending of workflow history associated with the form or document.
IncludeItem	Attaches the form and/or file attachments to the email.
IncludeItemLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the form or document pertaining to the task (see ItemLink Text).
IncludeMainPageLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the forms site where the task originated (see MainPageLink Text).
ItemLevelPermissions	The name of the SharePoint permission set that should be ascribed to the Originator for the SharePoint item against which the workflow will run.
ItemLevelPermissionsType	Can be one of the following: None — does nothing with respect to permissions. Add — adds the given permission to the item. Replace — replaces the current permission sets with the given permission set.
ItemLinkText	Hypertext link directing the assignee to the form or document pertaining to the task.
LinkOrder	The order in which to place the links in the automatically generated email notifications.
MainPageLinkText	Hypertext link directing the assignee to the forms site where the task originated.
ManagedAttributes	SharePoint list fields exposed to the task assignee.
Name	The name of the task/assignment.
OverdueReminderFrequency	The interval (in hours or days) to send the overdue notices for an assignment. NOTE: The default value of this property (0) sends only one reminder after the assignment is past due.
PastDueEmailCC	Takes a comma-separated list of email addresses and/or swimlane names that will be carbon copied when a past due email is sent.
RequireReview	Requires that the assignee view the task’s supporting document/file by clicking on the link to it prior to completing their assignment.
SendAssignmentEmail	Whether or not to send an email to the workflow participant who receives an assignment based on this node.
SendDefaultApprovalEmail	Whether or not to send an email to the workflow participant should a default assignment approval happen based on this node.
SendPastDueEmail	Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment becomes overdue.
SendReminderEmail	Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment will soon become overdue.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Swimlane	The swimlane assigned to the task.
Type	Read-only type of the node.

And/Join Node

The And/Join node is used to evaluate Approval node dispositions and move on to the next step in a workflow based on the property setting of the Approval nodes.

Property	Description
Assignment CompletionLinkText	A hypertext link directing the assignee to their task. This usually does not apply to the And/Join node.
Description	A description of the task/assignment.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the And/Join node.
MainPageLinkText	A hypertext link directing the assignee to the forms site where the task originated. This usually does not apply to the And/Join node.
Name	The name of task/assignment.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Type	Read-only type of the node.

Example

In the following example, the And/Join node requires that ALL managers approve, before going on to approve and complete the process. By contrast, the Xor/Join node requires a single rejection from any of the managers to reject and end the process.

Approval Node

The Approval node is a step within a workflow that requires the consent or decision of its assignees to proceed to the next step in the workflow.


Property	Description
AllowBulkApproval	Whether or not assignees should have the option of bulk approving their assignments based on this node in the Winshuttle Task List detail view.
AllowOverrideDuration	Allows the initiator of the form to set a new duration (time in which the task must be completed), other than the default set from the Duration property. A reference to a column must be entered in the property, either as an expression (e.g. date(today()+[//my:numberofdaysallowed])) or a single column (e.g. [overrideDuration]). NOTE: This option works in conjunction with a SharePoint list or document library column. The column can be created from an InfoPath control in the form that has been exported as a Form Library Column or manually created in the document library properties. The overriding value must be in a date format (e.g. 12/07/2010). Make sure that users are aware of the format. Using a date picker control ensures that users enter a correctly formatted value.
AllowReassignment	Allows the task assignee to reassign their task.
AllowReplacement	Allows the task assignee to replace a process controlled document that is being routed.
AllowTeamAddition	Allows the task assignee toadd team members (members of his/her SharePoint Group) to the task. New team additions receive an email notifying them that they have a task. This setting converts an assignment to a single user into a team assignment.
ApprovalType	Type of approval required to complete this task. Possible values are: Unanimous — all must agree for approval. SingleAproval — a single approval is required for approval. SingleRejection — a single rejection is required for rejecting. ApprovedVote — approval is based on a vote (see VoteCount). RejectedVote — rejection is based on a vote (see VoteCount). SingleDecision — single approval or rejection is required to complete the task.
Assignment CompletionLinkText	Text displayed as the hypertext link directing the assignee to their task.
CommentRequirement	Requires that the task assignee enter a comment before completing the assignment. Possible values are: None — comments are not required. Always — a comment is always required. OnReject — a comment is only required if the assignee is rejecting (their disposition in an Approval task is Reject).
DefaultApprovalPeriod	The time (in days or hours) in which a task will automatically be approved if the assignee does not complete it. NOTE: The task will be automatically completed only when the value (amount of time) of this setting and the Duration property setting have elapsed. The workflow continues along the transition or transitions that meets the criteria. If you have a task and there is a single transition, it will go down that path. If you have an approval node and a reject node, it will move down the approved transition. Best practice when you use this function is to have a transition node that is set to condition "AutoApproved" and one that is labeled "ExplicitlyApproved" and a transition that is labeled "Rejected."
Description	A description of the task/assignment.
Duration	The time (in days or hours – see DurationUnit) within which the task must be completed. Reminder emails are sent out one DurationUnit before the assignment due date, unless the Duration is set to 1 unit. Overdue emails are sent out after the assignment due date.
DurationUnit	The time unit (days or hours) for the duration of the task.
EmailApproval	Allows the task assignee to complete the assignment (approve or reject) via email.
EmailFormattingType	Type of notification that goes out when the task is assigned. Possible values are: HTML — the email notification is sent in HTML format. HTML and Text — the email notification is sent in both HTML and text format, and the mobile device automatically determines which view (text or HTML) to display. Text — the email notification is sent in text format. NOTE: in order to support as many devices as possible, there are two email options that specifically address mobile devices, HTML/Text or Text. Some devices fully support HTML/text emails, rendering the correct view of the notification, while other devices do not. The Text option should be used for devices that do not support HTML/Text email. Run a few test with your workflow and mobile device(s) to determine which option is best for your users.
FormAttachmentFormat	Whether to use MHTML or JPEG as the format for the email form attachments.
FormHiddenFields	List of fields to hide from the task assignee. NOTE: This option maintains sensitive information on the server only.
FormHiddenFieldType	Type of fields to hide from the task assignee.
FormView	The InfoPath form view visible to the task assignee when the assignment is accessed.
IncludeAssignment CompletionLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to their task (see AssignmentCompletionLinkText).
IncludeHistoryIn Notification	Toggles the appending of workflow history associated with the form or document.
IncludeItem	Attaches the form and/or file attachments to the email.
IncludeItemLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the form or document pertaining to the task (see ItemLinkText).
Include MainPageLink InNotification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the Designer site where the task originated (see MainPageLink Text).
ItemLevelPermissions	The name of the SharePoint permission set that should be ascribed to the Originator for the SharePoint item against which the workflow will run.
ItemLevelPermissions Type	Can be one of the following: None — does nothing with respect to permissions. Add — adds the given permission to the item. Replace — replaces the current permission sets with the given permission set.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task.
LinkOrder	The order in which to place the links in the automatically generated email notifications.
MainPageLinkText	A hypertext link directing the assignee to the Designer site where the task originated.
ManagedAttributes	SharePoint list fields exposed to the task assignee.
Name	The name of the task/assignment.
OverdueReminder Frequency	The interval (in hours or days) to send the overdue notices for an assignment. NOTE: The default value of this property (0) sends only one reminder after the assignment is past due.
PastDueEmailCC	Takes a comma-separated list of email addresses and/or swimlane names that will be carbon copied when a past due email is sent.
RequireReview	Requires that the assignee view the task’s supporting document/file by clicking on the link to it prior to completing their assignment.
SendAssignmentEmail	Whether or not to send an email to the workflow participant who receives an assignment based on this node.
SendDefaultApproval Email	Whether or not to send an email to the workflow participant should a default assignment approval happen based on this node.
SendPastDueEmail	Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment becomes overdue.
SendReminderEmail	Whether or not to send an email to the workflow participant who receives an assignment based on this node when the assignment will soon become overdue.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Swimlane	The swimlane assigned to the task.
Type	Read-only type of the node.
VoteCount	Percentage that must be reached by the participants assigned to the node for approval or rejection to be granted.

Decision Node

The Decision node is used as a visual reference point in the process to indicate branching in the workflow.

Property	Description
Assignment CompletionLink Text	A hypertext link directing the assignee to their task. This usually does not apply to the Decision node.
Description	A description of the task/assignment.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the Decision node.
MainPageLinkText	A hypertext link directing the assignee to the Winshuttle Workflow site where the task originated. This usually does not apply to the Decision node.
Name	The name of task/assignment.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Type	Read-only type of the node.

End Node

The End node is used as a visual reference in a workflow to indicate where it ends. An End node is required to conclude a process or sub-process (loop).


Property		Description
Assignment CompletionLink Text		A hypertext link directing the assignee to their task. This usually does not apply to the End node.
Description		A description of the task/assignment. This usually does not apply to the End node.
Disposition		The value of the End node. There are three possible values: Completed — indicates that the process has been completedand flags it as completed. This is the default value. Approved — indicates that the process has been completed and flags it as approved. Rejected — indicates that a process was not completed and flags it as rejected.
ItemLinkText		A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the End node.
MainPageLink Text		A hypertext link directing the assignee to the Winshuttle Workflow site where the task originated. This usually does not apply to the End node.
Name		The name of task/assignment. This usually does not apply to the End node.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Type	Read-only type of the node.

Loop Node

The Loop node allows you to integrate sub processes within a main workflow.

NOTE: Complex workflows can contain multiple sub workflows, whose framework is contained in a separate canvas in Winshuttle Designer. Multiple canvases for sub workflows are presented in a tabbed stacking order and are accessed by clicking the corresponding tab.

Property	Description
Assignment CompletionLink Text	A hypertext link directing the assignee to their task. This usually does not apply to the Loop node.
Condition	The condition that must be met in order for the LoopType property to function.
Description	A description of the task/assignment.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the Loop node.
LoopType	The type of loop. Possible values are: While_Cond — the loop will continue while the condition assigned to it is met. Repeat_Until_Cond — the loop will continue until the condition assigned to it is met. None—the loop is executed without a condition.
MainPageLink Text	A hypertext link directing the assignee to the Designer site where the task originated. This usually does not apply to the Loop node.
Name	The name of task/assignment.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Type	Read-only type of the node.

Notification Node

The Notification node is used to send notifications at a specific point informing team members of an action, event, or statusin a workflow.

Property	Description
Description	A description of the task/assignment. This usually does not apply to the Notification node.
EmailFormattingType	Type of notification that goes out when the task is assigned. Possible values are: HTML — the email notification is sent in HTML format. HTML and Text — the email notification is sent in both HTML and text format, and the mobile device automatically determines which view (text or HTML) to display. Text — the email notification is sent in text format. NOTE: in order to support as many devices as possible, there are two email options that specifically address mobile devices, HTML/Text or Text. Some devices fully support HTML/text emails, rendering the correct view of the notification, while other devices do not. The Text option should be used for devices that do not support HTML/Text email. Run a few test with your workflow and mobile device(s) to determine which option is best for your users.
FormAttachmentFormat	Whether to use MHTML or JPEG as the format for the email form attachments.
FormView	The name of the form view to use in the case where a form is attached to the email.
IncludeItem	Attaches a form and/or file attachments to the email.
IncludeHistoryIn Notification	Toggles the appending of workflow history associated with the form or document.
IncludeItemLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the form or document pertaining to the task (see ItemLink Text).
IncludeMainPageLinkIn Notification	Toggles the inclusion/exclusion of a hypertext link in the task notification, directing the assignee to the Winshuttle Workflow site where the task originated (see MainPageLinkText).
ItemLinkText	Hypertext link directing the assignee to the form or document pertaining to the task.
MainPageLinkText	Hypertext link directing the assignee to the Winshuttle Workflow site where the task originated.
Message	The message in the notification. NOTE: HTML code can be used to format the email notification.
Name	The name of task/assignment. This usually does not apply to the Notification node.
OverrideSendDelay	The name of the SharePoint column that should be used to set the send delay of the email.
SendDelay	Time (in days or hours) to wait until sending out the notification.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Swimlane	The swimlane assigned to the task.
Type	Read-only type of the node.

Plug-in Node

The Plug-in node is used to automate tasks in a workflow, such as:

Copy a form or document to another location
Interface with a Web Service
Design, add, or integrate your own functionality into a process.

See the Winshuttle Actions Reference Guide for detailed information about each plug-in type, settings, and configuration examples. for details on using plug-ins.

Property	Description
Assignment CompletionLink Text	A hypertext link directing the assignee to their task. This usually does not apply to the Plug-in node.
Description	A description of the task/assignment.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the Plug-in node.
MainPageLink Text	A hypertext link directing the assignee to the Winshuttle Workflow site where the task originated. This usually does not apply to the Plug-in node.
Name	A name of the task/assignment.
PluginType	The type of Plug-in node being used.
Sync	Indicates whether or not the system should wait until the plug-in completes to continue execution of the workflow engine.
Type	Read-only type of the node.
ValuePairs	Property settings for the Plug-in node.

Start Node

The Start node is used as a visual reference in a workflow to indicate where it begins. A Start node is required to initiate a process.

Property	Description
Assignment CompletionLinkText	A hypertext link directing the assignee to their task. This usually does not apply to the Start node.
Description	A description of the task/assignment. This usually does not apply to the Start node.
ItemLevelPermissions	The name of the SharePoint permission set that should be ascribed to the Originator for the SharePoint item against which the workflow will run.
ItemLevelPermissionsType	Can be one of the following: None — does nothing with respect to permissions. Add — adds the given permission to the item. Replace — replaces the current permission sets with the given permission set.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the Start node.
MainPageLinkText	A hypertext link directing the assignee to the Winshuttle Workflow site where the task originated. This usually does not apply to the Start node.
Name	The name of the task/assignment. This usually does not apply to the Start node.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Type	Read-only type of the node.

Value Setter Node

The Value Setter node allows you to set values in a form field or list column.This functionality can be used to manipulate a workflow route, based on the setting of values in a form field or list column.

Property	Description
Assignment CompletionLink Text	A hypertext link directing the assignee to their task. This usually does not apply to the Value Setter node.
Description	A description of the task/assignment.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the Value Setter node.
MainPageLink Text	A hypertext link directing the assignee to the Winshuttle Workflow site where the task originated. This usually does not apply to the Value Setter node.
Name	The name of task/assignment.
Type	Read-only type of the node.
ValuePairs	Values that the Value Setter node will set.

Example

The workflow below uses a hidden form field titled Review that gets exported as form library columns. The Value Setter node sets the value of the field to OFF on the main workflow, to direct the routing in the Factory Approval Loop to the Vendor Manager Approval and AP Planner Approval tasks. If one of those task participants rejects the form, the route proceeds to the Rejects route and a Value Setter node sets the value of the Review field to OFF. The loop restarts and the workflow is routed to the Revise PD task.

TIP: When working with Winshuttle Designer, always use the XPath (e.g. [//my:Review]) to the field in the form. When working with Process Controlled Document Workspaces (DocEx), always use the column (e.g. [Review]) as a reference.

Xor/Join Node

The Xor/Join node is used to evaluate Approval node dispositions and move on to the next step in a workflow based on the property setting of the Approval nodes.

Property	Description
Assignment CompletionLinkText	A hypertext link directing the assignee to their task. This usually does not apply to the Xor/Join node.
Description	A description of the task/assignment.
ItemLinkText	A hypertext link directing the assignee to the form or document pertaining to the task. This usually does not apply to the Xor/Join node.
MainPageLinkText	A hypertext link directing the assignee to the Winshuttle Workflow site where the task originated. This usually does not apply to the Xor/Join node.
Name	The name of task/assignment.
SetValues	Allows you to set a value in a form field or SharePoint list item, after the task has been completed.
Type	Read-only type of the node.

Example
In the following example, the Xor/Join node requires the approval of a single manager before going on to approve and complete the process. The And/Join node requires a single rejection from any of the managers to reject and end the process.