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  • Foundation 11.2.12 Release Notes
  • Foundation 11.2 and earlier Release Notes
    • Composer release notes
    • User Governance
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• Foundation 12 Product Availability Matrix
• Foundation 12 System Requirements
• Foundation 12 Help
  • Installing Foundation 12
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  • Foundation configuration - First Tasks
  • User Governance Help
    • Creating custom document libraries
    • Adding a new Foundation Site
    • Managing licenses
    • Managing users, permissions, and roles
    • Managing content
    • Reports and audits
      • Working with audits
      • Viewing reports
    • Configuration
      • All Settings (table)
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  • SAP Int. Server Help
    • Using the configuration Admin Tool
    • Configuring Server settings
    • Configuring Server Manager
    • Configuring the Server Worker
    • Configuring the Worker LaunchGUI
    • Configuring RabbitMQ
    • Creating or migrating SAPIS databases
    • Configuring SAP SSO
    • Configuring SAP SSO for SAP Integration Server
    • Troubleshooting FAQ - Winshuttle SAP Integration Server
  • Workflow Help
    • Upgrading Workflow from a previous version
    • Creating a Winshuttle Form Site
    • Working with workflows
    • Managing workflow tasks
    • Workflow Administration
    • Uninstalling Workflow
  • License Mgmt. System
    • Winshuttle LMS overview
    • Configuring LMS
      • Configuring IIS/LMS for custom host names
      • Changing the async export path
      • Configuring the LMS Proxy
    • Activating an installation
    • Connecting a client application
    • Changing Personal Settings
    • Managing notifications & ordering licenses
    • Managing users and permissions
    • Viewing Reports
    • Managing Licenses
    • Winshuttle LMS lease periods and offline use
  • Reference Guides
    • Winshuttle Workflow SVConfigurator Options quick table
    • Winshuttle Workflow SV Configurator Options table with descriptions
    • Winshuttle Workflow SVService Types (A-Z)
  • Reporting APIs
    • Reporting Dashboard
    • Set up the Reporting Data Warehouse
    • Mark Fields for Reporting
    • REST API Responses By Operation
    • Reporting APIs - Overview
    • APIs
      • Assignment API
      • Forms API
      • Forms Metadata API
      • Process API
      • Solutions API
      • Users API
• Foundation 11 Product Availability Matrix
• Foundation 11 System Requirements
• Foundation 11 Help
  • Installing Foundation 11
  • Foundation 11 Menu overview
  • Foundation 11 configuration - First Tasks
  • User Governance Help
    • Creating custom document libraries
    • Adding a new Foundation Site
    • Managing licenses
    • Managing users, permissions, and roles
    • Managing content
    • Reports and audits
      • Working with audits
      • Viewing reports
    • Configuration
      • All Settings (table)
      • Personal settings
        • My Settings
        • Manage SAP Credentials
      • Server settings and connections
        • Database connections
        • Log and report settings
        • SAP Application Servers
        • Foundation Setup
        • Workflow Administration
      • Product settings
        • Authorization Fields
        • Client Features
        • Developer Proficiency Levels
        • Policies
        • Preferences
        • System Usage Level
      • Foundation settings
        • Company Logo
        • Email Templates
        • Backups
        • Restore
        • Manage Scheduled Jobs
        • Department/Job Title
        • Out of office delegations
        • SAP Integration Server Infrastructure
        • SAP Integration Server Tasks
  • SAP Int. Server Help
    • Using the configuration Admin Tool
    • Configuring Server settings
    • Configuring Server Manager
    • Configuring the Server Worker
    • Configuring the Worker LaunchGUI
    • Configuring RabbitMQ
    • Creating or migrating SAPIS databases
    • Configuring SAP SSO
    • Configuring SAP SSO for Server 11.x
    • Troubleshooting FAQ - Winshuttle SAP Integration Server
  • Workflow Help
    • Upgrading to Workflow 11.x from a previous version
    • Creating a Winshuttle Form Site
    • Working with workflows
    • Using the Form Library
    • Managing workflow tasks
    • Workflow Administration
    • Uninstalling Workflow 11.x
  • License Mgmt. System
    • Winshuttle LMS overview
    • Configuring LMS
      • Configuring IIS/LMS for custom host names
      • Changing the async export path
      • Configuring the LMS Proxy
    • Activating an installation
    • Connecting a client application
    • Changing Personal Settings
    • Managing notifications & ordering licenses
    • Managing users and permissions
    • Viewing Reports
    • Managing Licenses
    • Winshuttle LMS lease periods and offline use
  • Reference Guides
    • Winshuttle Workflow SVConfigurator Options quick table
    • Winshuttle Workflow SV Configurator Options table with descriptions
    • Winshuttle Workflow SVService Types (A-Z)
• Composer Help
  • Getting started with Composer
    • Running Composer and opening solutions
    • Composer interface overview
    • Composer solution overview (video)
    • Composer preferences
    • Importing from Designer
    • Tutorial - Vendor Master
      • Vendor Master Tutorial
      • Tutorial file downloads
  • Working with Solutions
    • What is a Winshuttle Composer Solution?
    • Recommended solution architecture
    • Solution tab overview
    • Creating/Opening a Solution
    • Adding data connections
      • Data connection overview
      • Adding database connections
      • Adding SharePoint data connections
      • Adding SOAP Web service connections
      • Adding SQL data connections
    • Working with deployment profiles
    • Working with name templates
    • Deploying solutions
    • Working with Web services and scripts
    • Working with field packs
      • Field Pack overview
      • Creating a field pack
      • Adding fields to field packs
      • Adding a field pack to a solution
      • Editing field pack elements
      • Field pack scope and versioning
    • Saving your solution
    • Solution best practices
      • Best practices for solution development
      • Migrating Composer solutions
  • Working with Workflows
    • Workflow tab overview
    • Designing an Excel workflow (Overview)
    • Working with swim lanes
    • Task locking in TeamFromRole swimlane type
    • Working with transitions
    • Working with expressions
    • Working with loops
    • Working with messages
    • Working with nodes
  • Working with Forms
    • Form tab overview
    • Working with groups
    • Working with elements
    • Working with views
    • Working with fields
      • Promoting form fields
      • Adding instructions to form fields
    • Working with labels
    • Working with rules
    • Working with arguments
    • Working with functions
      • Form functions
      • Workflow functions (Transitions)
      • Global helper functions
    • Changing layout and look
    • Translating forms to other languages
  • Composer Reference Guides
    • Workflow Nodes (A-Z)
    • Form Elements (A-Z)
    • Rules Reference Guide
      • Types of rules and rule properties
      • Rule Conditional Operators (table)
    • Plugins Guide
    • Participant Resolvers Guide
    • Developer references
      • Javascript Reference Guide
        • JavaScriptReference Guide (home)
        • JavaScript Wrappers
        • Form Functions
        • Global Helper Functions
        • JQuery Functions
        • Debugging Help
      • Developer Process Extensions
      • Working with external storage
    • Troubleshooting Composer Forms
      • Improving Form Performance
      • Tools for Troubleshooting Forms
      • Viewing Composer Log Files
    • Composer Glossary of terms
    • Solution Development Best Practice Guide
• Foundation 10 Help
  • Foundation 10 release notes
    • Central release notes
    • Server release notes
    • Workflow release notes
  • Foundation 10 system requirements
    • Winshuttle Central System Requirements
    • Winshuttle Server 10.5-10.6 system requirements
    • Winshuttle Server 10.6.1+ system requirements
    • Workflow 10.8 system requirements
    • Workflow 10.5-10.7 system requirements
  • Find Foundation 10.x product version numbers
  • Winshuttle Central Help
    • Installation
      • Before you begin
      • Step 1 - Creating a Web application
      • Step 2 - Installing the Central binaries
      • Step 3 - Creating a site collection
      • Installing Journal Entry
      • Activation
        • Activating Central
        • Assigning Central Admin Permissions
        • Activating Central Site License
      • Upgrade, Repair, or Uninstall
        • Repairing a Winshuttle Central installation
        • Uninstalling Winshuttle Central 10.x
        • Uninstalling the Journal Entry plugin
    • Configuration
      • First Tasks
      • Implementing Custom Workflows
    • Backup, Restore, Migration
      • Backup / Restore Overview
      • Backing up a Winshuttle Central site
      • Deleting Winshuttle Central backup jobs
      • Monitoring Winshuttle Central backup jobs
      • Restoring a Central site
      • Migration
        • Migration overview
        • Migrating Winshuttle Server data
        • Migrating Workflows
    • Site tasks
      • Site Menu Overview
      • Manage LDAP Connection
      • Activate Licenses
      • Backup Restore
      • Database Connection
      • Email Templates
      • Log Settings
      • Manage Application Settings
      • Manage Licenses
        • Licensing Overview
        • Assigning licenses
        • Viewing Licenes
        • Searching for users
        • Revoking or deleting licenses
        • License overview
      • Manage Master Pages
      • Manage SAP Credentials
      • Manage Scheduled Jobs
      • Workflow Configurations
    • Transaction Menu tasks
      • Transaction menu overview
      • Policies (Transaction)
      • Preferences
      • SAP Application Servers
      • Manage Client Features
      • Transaction Developer Scenarios
      • ROI charts
    • Query Menu tasks
      • Query Menu Overview
      • Policies
      • Preferences
      • SAP Application Servers
      • Developer Proficiency Level Settings
      • Authorization Field Settings
      • System Usage Level Settings
      • Query Developer Scenarios
    • Audit & Reports tasks
      • Audits & Reports Menu Overview
      • Audit Configuration
      • SharePoint Audit Report
      • Active Users
      • Client log viewer
      • Web Services Log Viewer
      • Central Roles by User
      • Central Administration Audit
    • Server Menu tasks
      • Server Menu overview
      • Transaction services
      • Query services
      • Published Web services
    • User and Group Management
      • User/group management overview (video)
      • Adding/Removing users
      • Assigning Central site/license administrators
      • Managing Central users and groups
      • Winshuttle Central Permissions table
    • SharePoint-specific tasks
      • Creating new document libraries
      • Customizing Master Pages
      • Limiting file access
      • Reviewing workflow history
  • Winshuttle Server Help
    • Installation
      • Before you begin
      • Installing Winshuttle Server 10.6.1
      • Installing Server 10.6 and earlier
      • Upgrading Winshuttle Server
      • Uninstalling Winshuttle Server
    • Configuration
      • Finding the Winshuttle Server Manager URL
      • Assigning access rights to the database (SQLite)
      • Configuring the server database
      • Configuring SAP single sign on
        • Configuring Kerberos SAP SSO logon
        • Configuring X509 SAP Netweaver SSO
        • Enabling Secure Socket Layer (SSL)
    • Server Admin Tool Guide
      • Loading the web.config configuration
      • Changing RabbitMQ settings
      • Configuring the Server Database
      • Changing Allowed User Identities
      • Query caching tab options
      • Enabling Integrated Logon
      • Configuring Execution Settings
      • Migrating databases with the Server Database Migration Tool
      • Deployment Options tab
  • Winshuttle Workflow Help
    • Workflow 10.8 and later Admin Guide
      • Installation & Activation
      • Logs & Reporting
        • Logs & Reporting Overview
        • Charts
        • Excel Workflow Data
        • Log File Viewer
        • Logging
        • Health Monitor
      • Processes
        • Processes Overview
        • Manage Background Jobs
        • Process Control
        • SVService Types (table)
      • Server Administration
        • Server Administration Overview
        • Admin Commands
        • Configuration Options
        • Database Usage Status
        • Extending Workflow
        • Farm Configuration
        • Front End Configuration
        • Licenses
        • Scheduler
        • Workflow Design Configuration
    • Workflow 10.5-10.7 Admin Guide
      • Installation
        • Preparation & Account Requirements
        • Installing
        • Configuring SVService
        • Creating a Workflow Site
        • Configuring Kerberos
          • IIS configuration
          • DNS, Active Directory, SPNs, Delegation, & SharePoint Server
          • Verifying Kernel Mode is activated
        • Upgrading/Removing Workflow
      • Configuration
        • Entering a License Key
        • Enable Page Loading
        • Configuring Email Approvals
        • Configuring Offline Forms
        • Configuring Single Sign-On
        • Configuring Dynamic Refresh
      • Workflow Administration
        • Configuring Workflow Administration
        • Running Workflow Administration
        • System Maintenance
        • Reporting (10.5-10.7)
        • Logging
        • Exporting Workflow Data
          • Export Workflow 10.5-10.7 data to SharePoint
          • Export workflow 10.5-10.7 to a Database
          • Manually Exporting Process Data
        • Migrating Solutions
        • How to mark inactive processes
        • Configuring SVService
        • Disabling email notifications
        • Migrating Data
      • FAQ
    • Workflow Participant Guide
      • Workflow particpant overview
      • Working with form workflows
      • Working with document workflows
    • Winshuttle Workflow SVAdm command guide
  • Designer Help »
  • Reference Guides
    • Winshuttle Workflow SVConfigurator Options quick table
    • Winshuttle Workflow SV Configurator Options table with descriptions
    • Winshuttle Workflow SVService Types (A-Z)

Tutorial: Creating an Excel-based workflow with Winshuttle Composer