The goal of this document is to guide IT users through the Workflow Builder installation process.
To use Workflow Builder, make sure you meet the following prerequisites:
You need to use the OutSystems Basic, Standard, or Enterprise edition. Personal Environments can't use Workflow Builder.
Ensure your development environment uses Platform Server 11.7.2 (January 2020) or later. Refer to the release notes.
Ensure your development environment allows inbound traffic from
https://workflowbuilder.outsystems.comin port 443 to communicate with Workflow Builder. Refer to the Workflow Builder network requirements for detailed information.
If your infrastructure is on OutSystems Cloud and you didn't configure an internal network for the environment, you already meet this prerequisite.
- You must have an IT user with Create Applications and Change and Deploy Application permissions for the environment.
You can access Workflow Builder with the latest versions of the following desktop browsers only:
- Google Chrome
Log in for the first time
Before logging in for the first time, make sure you have IT user accounts for your users in your OutSystems infrastructure. Learn how to create IT users in OutSystems.
When you log in to Workflow Builder for the first time you enter the following welcome screen:
To log in to Workflow Builder, perform the following steps.
Enter the address of your OutSystems development environment in the Environment field.
Use a non-production environment with Experience Builder, preferably your development environment.
When you publish an app in Workflow Builder, it publishes the app in the environment you entered in the login.
Enter your username and password.
Register your infrastructure
As a first user from your organization logging in, you first need to register your environment. The registration procedures vary, depending on your OutSystems platform version.
To begin registering your infrastructure in Workflow Builder, perform the following steps:
Click Register environment.
Read the Workflow Builder disclaimer and GDPR information carefully. To proceed, click Accept and continue.
Check your OutSystems Platform Server release version.
Platform Server release 11.8.0 onwards
For OutSystems releases later than 11.8.0 (April 2020), Workflow Builder collects all data from your infrastructure automatically, including Activation Code.
Check the information displayed, and click Register.
Proceed to the Final steps section.
Platform Server releases 11.7.2 until 11.8.0
For Platform Server releases between 11.7.2 and 11.8.0 (April 2020), perform the following steps:
Enter your activation code, and click Register. Check how to Find the Activation Code of your infrastructure.
Workflow Builder collects all data from your infrastructure automatically. Check the information displayed, and click Register.
After collecting the activation code and related data from your infrastructure, your environment is successfully registered. A new installation begins in the background for the Case Management framework.
Case Management framework
At this point, the installation of Case Management framework starts automatically. Case Management framework is an OutSystems solution, a set of pre-built functions from which the Workflow Builder relies on to work correctly, and to be able to publish an app directly to the registered environment. For more information refer to the Case Management framework documentation.
Case Management framework is only installed in the registered environment.
In case the Case Management framework fails to install, you have the possibility to download it and install it directly in your environment as any other OutSystems app, through your Service Center.
At this stage, you need to set up the governance model according to the instructions in the following sections.
Governance model setup
You can invite business developers to leverage the Workflow Builder to build workflow apps for their everyday needs. Setting up the governance model defines what users can do, and what shared services or components they can use. Check How to set up the users governance model for more information.
End user hierarchy setup
When building the workflow app, Workflow Builder users can assign tasks in the workflow to specific roles. Learn How to set up the end users hierarchy to enable this capability.
Click Go to Workflow Builder button to go to the Workflow Builder home screen.