Designer User Guide

The pages in this section cover essential 'how to' information for using Winshuttle Designer, such as:

• What is Winshuttle Designer?
  A brief overview of what Designer is, how it works, and what you can do with it.
• Installation and configuration
  This section covers how to install, upgrade, and/or configure Winshuttle Designer for your environment.
• Working with Designer
  All of Designer's core features and functions are included in this section, including an overview of the user interface and how to create and configure workflows with nodes, transitions, swimlanes, etc.
• Working with Form Workflows
  This section covers how to use Designer in conjunction with Microsoft InfoPath and SharePoint to build form-based workflows.
• Node Types and Node Properties
  This section provides an overview of each Designer workflow Node and its configurable properties.
• Advanced and Administrative features
  This section includes a variety of more advanced functions, such as how to use name templates, email-based approvals, and out of office delegations.
• Troubleshooting FAQ
  This page includes some basic troubleshooting for common problems.

Running Winshuttle Designer

1. To start Designer for the first time, click Start, point to All Programs, and then click Winshuttle Designer.
2. The first time that you start Designer, the Select Application Mode dialog box appears.
3. Select one of the following:
   • Winshuttle Workflow with SAP extensions: Select this mode if you have a Winshuttle Enterprise license. This license includes Winshuttle Central and Winshuttle Server, and allows you to work with SAP.

     -or-

   • Winshuttle Workflow: Select this mode to design and publish workflows to SharePoint sites. This license does not allow you to use Winshuttle Central or Winshuttle Server to work with SAP.