Add custom input panels to create dynamic tabs in the Task Editor

Workflow designers can import a user control that has been designed using third-party software. This control enables additional customized configuration during the task construction phase that task builders use when configuring the final content.

Before you begin

Note: Controls must have been created in Microsoft® Visual Studio and support the IConfigPanel interface. This interface is defined in the Proficy.eSOP.Interfaces assembly.

Procedure

  1. In the navigator, click eSOP.
  2. In the Folders list, click Config Panels, and then click Add Config Panel.
  3. In the Name and Description fields, enter a name and description for the resource.
  4. Click OK.
  5. Select the custom panel you just created, or select an existing panel.
  6. In the Displays panel, click Config Panel Editor.
  7. Click Set next to the .NET or Silverlight Assembly field.
    The Open dialog box appears.
  8. Locate and select the assembly file you want to use, and then click Open.
    The assembly file name appears and the Class Name drop-down list is populated with the classes specific to the selected assembly.
  9. From the Class Name drop-down list, select a class.
  10. Optional: To change assemblies, click Cancel.
  11. Click Save.
  12. In the Folders list, click Task Templates, and then select a template.
  13. In the Displays panel, click Template Editor.
  14. In the Template Workflow area, add a task template.
  15. You can add custom tabs to the Task Editor for both tasks and task steps.
    • To add tabs to tasks, go to the Task Custom Configuration Panels area.
    • To add tabs to task steps, go to the Task Step Custom Configuration Panels area.
    Tip: For viewing preferences, you can move the table columns around. Click and hold the column title and drag it to a new location within the table.
    Click this button...To...
    Addselect an existing panel from Config Panels.
    Removedelete a selected panel from the table.
    move the selected custom panel to a higher level in the Task Editor, so that the tab of the custom panel appears closer to the standard tabs. That is, the tab moves further left.
    move the selected custom panel to a lower level in the Task Editor, so that the tab of the custom panel appears further from the standard tabs. That is, the tab moves further right.
  16. After you select a custom configuration panel, you can make further modifications related to the panel inside the table.
    1. To customize the name of the tab when viewed in the Task Editor, in the Tab Name column, double-click inside the table cell to modify the name.
      The new name reflects the tab name that will be viewed by the Task Builder during task construction in the Task Editor.
    2. To include additional custom configuration information for a panel, in the Configuration column, double-click inside the table cell to modify the content. You can add .csv or .dita text to customize a particular configuration panel instance.
  17. Click Save.