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  • Glossary
  • Cora SeQuence
    • Release Notes
      • Cora SeQuence 9.x
        • Cora SeQuence 9.0 Release Notes
        • Cora SeQuence 9.1 Release Notes
        • Cora SeQuence 9.2 Release Notes
        • Cora SeQuence 9.2.1 Release Notes
        • Cora SeQuence 9.2.2 Release Notes
        • Cora SeQuence 9.3 Release Notes
        • Cora SeQuence 9.3.1 Release Notes
        • Cora SeQuence 9.3.3 Release Notes
        • Cora SeQuence 9.3.4 Release Notes
        • Cora SeQuence 9.4 Release Notes
        • Cora SeQuence 9.4.1 Release Notes
        • Cora SeQuence 9.4.2 Release Notes
        • Cora SeQuence 9.4.3 Release Notes
        • Cora SeQuence 9.5 Release Notes
        • Cora SeQuence 9.5.1 Release Notes
        • Cora SeQuence 9.6 Release Notes
      • Cora SeQuence 8.x
        • Cora SeQuence 8.1
          • Sequence 8.1.0 Release Notes
          •  Cora SeQuence 8.1.0 Demo Video
        • Cora SeQuence 8.2
          • Cora SeQuence 8.2 Release Notes
          • Cora SeQuence 8.2.9 Release Notes
        • Cora SeQuence 8.3.x
          • Cora SeQuence 8.3 Release Notes
          •  Cora SeQuence 8.3 Release Video
          • Cora SeQuence 8.3.1 Release Notes
          • Cora SeQuence 8.3.2 Release Notes
          • Cora SeQuence 8.3.3 Release Notes
          • Cora SeQuence 8.3.3.1 Release Notes
          • Cora SeQuence 8.3.3.2 Release Notes
          • Cora SeQuence 8.3.4 Release Notes
          • Cora SeQuence 8.3.4.1 Release Notes
          • Cora SeQuence 8.3.4.2 Release Notes
          • Cora SeQuence 8.3.4.3 Release Notes
        • Cora SeQuence 8.4.x
          • Cora SeQuence 8.4 Release Notes
          • Cora SeQuence 8.4.1 Release Notes
          • Cora SeQuence 8.4.3 Release Notes
          • Cora SeQuence 8.4.4 Release Notes
          • Cora SeQuence 8.4.5 Release Notes
          • Cora SeQuence 8.4.6 Release Notes
          • Cora SeQuence 8.4.7 Release Notes
          • Cora SeQuence 8.4.8 Release Notes
          • Cora SeQuence 8.4.8.1 Release Notes
          • Cora SeQuence 8.4.9 Release Notes
          • Cora SeQuence 8.4.9.1 Release Notes
          • Cora SeQuence 8.4.11 Release Notes
        • Cora SeQuence 8.5.x
          • Cora SeQuence 8.5 Release Notes
          • Cora SeQuence 8.5.2 Release Notes
          • Cora SeQuence 8.5.3 Release Notes
          • Cora SeQuence 8.5.4 Release Notes
          • Cora SeQuence 8.5.7 Release Notes
          • Cora SeQuence 8.5.8 Release Notes
          • Cora SeQuence 8.5.9 Release Notes
          • Cora SeQuence 8.5.10 Release Notes
        • Cora SeQuence 8.6.x
          • Cora SeQuence 8.6 Release Notes
          • Cora SeQuence 8.6.0.1 Release Notes
          • Cora SeQuence 8.6.1 Release Notes
          • Cora SeQuence 8.6.1.1 Release Notes
          • Cora SeQuence 8.6.2 Release Notes
          • Cora SeQuence 8.6.2.1 Release Notes
          • Cora SeQuence 8.6.2.2 Release Notes
          • Cora SeQuence 8.6.3 Release Notes
        • Cora SeQuence 8.7.x
          • Cora SeQuence 8.7 Release Notes
          • Cora SeQuence 8.7.0.1 Release Notes
          • Cora SeQuence 8.7.0.2 Release Notes
          • Cora SeQuence 8.7.0.3 Release Notes
          • Cora SeQuence 8.7.0.4 Release Notes
          • Cora SeQuence 8.7.1 Release Notes
          • Cora SeQuence 8.7.2 Release Notes
        • Cora SeQuence 8.8.x
          • Cora SeQuence 8.8 Release Notes
          • Cora SeQuence 8.8.1 Release Notes
          • Cora SeQuence 8.8.1.1 Release Notes
          • Cora SeQuence 8.8.1.2 Release Notes
          • Cora SeQuence 8.8.2 Release Notes
          • Cora SeQuence 8.8.3 Release Notes
          • Cora SeQuence 8.8.3.1 Release Notes
          • Cora SeQuence 8.8.4 Release Notes
          • Cora SeQuence 8.8.5 Release Notes
          • Cora SeQuence 8.8.6 Release Notes
      • Cora SeQuence 7.x
        • Cora SeQuence 7.0 Release Notes
        • Cora SeQuence 7.1.0 Release Notes
        • Cora SeQuence 7.2.0 Release Notes
        • Cora SeQuence 7.3.0 Release Notes
        • Cora SeQuence 7.4.0 Release Notes
        • Cora SeQuence 7.5.0 Release Notes
        • Cora SeQuence 7.6.0 Release Notes
        • Cora SeQuence 7.7.0 Release Notes
        • Cora SeQuence 7.8.0 Release Notes
        • Cora SeQuence 7.9.0 Release Notes
        • Cora SeQuence 7.10.4 Release Notes
        •  Cora SeQuence 7.10.4 Release Video
        • Cora SeQuence 7.10.13 Release Notes
      • Breaking Changes
        • Cumulative List of Breaking Changes
    • Administrators
      • Administration
        • Administration Settings
          • Manage Global Settings
          • Manage Lookup Tables
          • Active Directory Connection Settings
          • Manage Organization Settings
          • Calendars in Dynamic Workflows
          • Create a Calendar
          • Assign a Calendar to a Group
          • Assign a Calendar to a User
          • Create an Employee Record
          • Configure Portal Settings
          • Manage Application Variables
          • Create a Message Template
          • Manage Personal Data
        • Manage Solutions
          • Case Management Solution Overview
          • Create a Generic Solution
          • Create a HotOperations Solution
          • Version Management for Solutions
          • Enable HotOperations roles to set case importance
        • Analytics
          • Version 7
            • Deploy Dashboards
          • Versions 7.7 - 8.2
            • Install and Configure Analytics
            • Define Connection Settings to SharePoint and SSRS
            • Create an Analytics Dashboard
            • Publish an Analytics Dashboard
          • Versions 8.3-8.4
            • Analytics Overview
            • Understanding Dashboard Suites
            • Create an Analytics Dashboard Suite
            • Create a Dashboard
            • Create an Advanced Tile
            • Create a Custom Column Display Name
            • Filter an Analytics Query Using a Query String Parameter
          • Create HotOperations Dashboard Suites
          • Adding filters to Dashboard Suites
          • Dashboard Filters
        • Manage Workflows
          • Deploy Workflow Packages
          • Handle Running Processes
          • Manage Workflow Categories
          • External Resources folder
        • Manage Service Accounts
          • Update Service Accounts
        • Workflow Permissions and Roles
          • Managing Workflow Security Roles
          • Organization-Based Workflow Permissions
          • Workflow Design Time Roles
          • Workflow Runtime Roles
          •  User Role Permissions and Best Practices
        • Configuration
          • Central Configuration Folder
          • Configure Active Directory Synchronization Service
          • Configure Claims-Based Authentication
          • Configure Cora SeQuence for SAML 2.0 Authentication
          • Configure Cora SeQuence for SAML 2.0 SSO with OAuth 2.0 for Service-to-Service
          • Configure Cora SeQuence Single Sign-on for Use with Azure Active Directory
          • Configure HTTPS for Cora SeQuence Sites
          • Configure OAuth 2.0 Credentials
          • Configure OpenID Connect authentication
          • Configure workflow persistence
          • Cora SeQuence Application Variables
          • Cora SeQuence Session Configuration
          • Force Cora SeQuence to Communicate Through TLS 1.2
          • Migrate Attachment Files to New Storage Location
          • Provision Users from Azure AD
          • Set Required Permissions for Azure AD to Integrate with Cora SeQuence Sites
          • Set Up External Storage Location for Attachment Files
          •  Configuring Elasticsearch Service
          • Reset Full-Load Index Synchronization
          •  Configure Long-term Archiving
          • Configure HTML Sanitization
        • Back up and Restore
          • Restore a Cora SeQuence Database
        • Log Files
          • Log Workflow Execution in SVCLOG Trace Files
      • Flowtime
        • HotOperations
          •  Hot Operations Overview
          • HotOperations Portal - Operations Manager
          • HotOperations Portal - Team Leader
          • Customize HotOperations Board Displays
          • Customize HotOperations
          • Setting Up Search for a Hot Operations Solution
        • Configuration
          • Create a Form Viewer Control
          •  Reusable Solution Components
          • Configure Email Conversation Type
          • Conversations View
          • Create Custom Conversation Type
          • Create Comment Conversation Type
          • Configure Attachments View
          • Localize Conversation Types
        • Flowtime Overview
        • Active Processes Page
        • Delegate Processes in Flowtime
        • Access the Work Queue of the User Whose Processes Were Delegated To You
        • Understanding Flowtime Inbox
        • Understanding the Process Instance Page in Flowtime
        • Define Questions and Answers
        • Revert to the Old Flowtime Portal
        • Share a Process with Other Users
        • Save user last state for Flowtime grids
        • Redesign Flowtime
        • Flowtime design variables
        • Configure grid filtering mode
        • List of Cora icons for Flowtime pages
        • Working with Flowtime Grid Views
        • Deploying Shared Views
        • Granting Shared View Permissions
        • Configure Contact Us and Privacy Policy link
      • Cora SeQuence Authentication Methods
    • Developers
      • Workflows
        • Working with Master Workflows
        • Developing Workflows
        • Workflow Source Control
        • Create Statistics for Workflow Components
        • Version Management for Workflows
        • In-Memory Execution
        • Date Formatting
        • Working with Variables
        • Leavers Replacement Process
        • Lock Workflow Instance Execution
        • Signed Workflows
        • Working with Unsigned Solution Variables
      • App Studio
        • Generate Workflow Documentation
        • Working with the Debugger
        • End Branch Activity
        • Runtime data caching
        • Define job scaling and redundancy settings
      • UX Studio
        •  UX Studio Overview
        • Defining Controls
        • UX Studio: Tips and Best Practices
        • Implement Client-Side and Server-Side Code
        • Advanced Queries and Data Model
        • Add a Code Snippet
        • Configure Where Parameters for a Data Source
        • Configure Order by Parameters for a Data Source
        • Add multiple-file upload snippet to a form
        • Add UI Rules to a Form
      • Activities
        • Activity Templates
          • Create an Activity Template
        • AI Activities
          •  Configure the Text Classification Activity
        • Custom Activities
          • Create a Custom Activity
        • Data Activities
          • Data Delete Activity Overview
          • Data Insert Activity Overview
          • Data Model Activity Overview
          • Data Update Activity Overview
        • Digital Services
          • Understanding Cora SeQuence RPA Activity
          • OCR File Trigger Activity Overview
          • Text Analytics Activities Overview
        • Dynamics CRM Activities
          • Dynamics CRM Activities Overview
          • Define the Connection to a Dynamics CRM Environment
          • Create a CRM Entity Acvitity
          • Delete a CRM Entity Activity
          • Execute a CRM Request Activity
          • Fetch a CRM Entity Activity
          • Retrieve a CRM Entity Activity
          • Retrieve Multiple CRM Entities Activity
          • Update a CRM Entity Activity
        • ERP Connectivity Activities
          • SAP RFC Consumer Activity Overview
          • Activate the SAP RFC Consumer Activity Feature
        • File Activities
          • Define a Connection to an External Storage System
          • Put File Activity Overview
          • Create Folder Activity Overview
          • Get File Activity Overview
          • File Listener Activity
          • File Writer Activity Overview
          • Delete File Activity Overview
        • Flow Activities
          • Flow Activities Overview
          • And Activity Overview
          •  If Else Activity Overview
          • Split Activity Overview
          • Switch Activity Overview
          • Goto Activity Overview
        • Human Activities
          • Human Activities Overview
          • Dynamic Task
            • Working with Dynamic Tasks
          • Form
            • Working with Forms
            •  Add a Field to a Form
            • Add a Dashboard to a Form
            • Create Form Templates
            • Create a Read-Only Form
            • Define Form Tabs
            • Responsive Forms Advanced Customization
            • Manage Supported File Types
            • Save Command Options
            • Disable the Submit Button After Click Event
            • Create a Multilingual Form
            • Add a User Control to a Form
            • Add a Button Toolbar to a Form
            • Data Models
              • Data Models
              • Define a Data Model Table Query
              • Define a File Query
              • Define a Data Model Lookup Table Query
              • Define a Data Model Stored Procedure Query
              • Define a Data Model Service Query
              • Define the Association Between Queries
              • Add a Data Source to Data Model
          • Message
            • Message Activity Overview
            • Launch the Message Wizard
            • Define Message Content
            • Define Message Recipients
            • Define Message Properties
            • Define a Message Reminder for a Task
            • Add Attachments to a Message
            • Define a Rollback Message
            • Define the Recipients Picker Lists
            • Create a Dynamic Link in a Message Body
            • Retain Line Breaks in Multi-Line Text Returned From an Expression
          • Task
            • Task Activity Overview
            •  Configure One-Click Action for a Task
            • Assign Values in One-Click Action Using an Imported Data Model
          • Configure Turnaround Time for Task
        • Integration Activities
          • Database Listener Activity Overview
          • Email Listener Activity Overview
          • Create an Email Template
          • External Service Consumer Activity overview
          • HTTP Consumer Activity Overview
          • In-Process Consumer Activity Overview
          • REST Consumer Activity Overview
          • Email Activity Overview
          • SharePoint Listener Activity Overview
          • Built-in Command Listener Activity Overview
          • WCF Consumer Activity Overview
          • Web Service Consumer Activity Overview
          • Web Service Fault Activity Overview
          • Web Service Input Activity Overview
          • Web Service Listener Activity Overview
          • Web Service Output Activity Overview
          • Use WCF Consumer and REST Consumer with Kerberos
          • Use a WCF Consumer to Communicate with Oracle EBS
          • Service Bus Listener activity
          • Service Bus Consumer activity
          • Configuring Kafka Producers and Subscribers
          • Kafka Cluster Minimum Requirements
          • Setting Up the HTTP Service
          •  Configuring HTTP Service Activities
          • HTTP Service Example
          • REST API XSRF Authentication
          • Reusing Cookies in HTTP Consumers
        • Server Side Activities
          • Assign Activity Overview
          • Built-in Command Activity Overview
          • Error Handler Activity Overview
          • Define Workflow Stages
          • Stored Procedure Activity Overview
          • Sub Workflow Activity Overview
          • Sharing Activity Overview
          • Stop Sharing Activity Overview
          • List of SQL Errors Handled by Cora SeQuence
        • SharePoint Activities
          • SharePoint Activities Overview
          • Define a SharePoint Connection
          • SharePoint Check In Document Activity Overview
          • SharePoint Check Out Document Activity Overview
          • SharePoint Create List Item Activity Overview
          • SharePoint Delete List Item Activity Overview
          • SharePoint Update List Item Activity Overview
          • SharePoint Execute Request Activity Overview
          • SharePoint Upload Document Activity Overview
      • Controls
        • Controls Overview
        • How to Find Controls on the Client Side
        • Add a Code Snippet Control to the Controls Toolbar
        • Mask Overview
        • Button Control
          • Button Control Overview
          • Add a Loading Panel on Button Click
          • Add a Background Image to a Button
          • Deselect a Radio Button
        • Combo Box Control
          • ComboBox Control Overview
          •  Add a Combo Box to a Form
          • Define Filtered Combo Boxes
          • Caching Items in a ComboBox
          • Define an Advanced Combo Box
        • Date Input Control
          • Date Input Control Overview
        • Date Picker Control
          • Date Picker Control Overview
          • Highlight Current Day in a DatePicker
          • Working with Time Zones
        • Grid Control
          • Grid Control Overview
          • Grid Control Feature Code Examples
          •  Add a Grid to a Form
          • Edit a Grid Column
          • Add an Edit Form to a Grid
          • Bind a Grid to an Expression
          • Display Files in a Grid
          • Implement an Aggregation Footer in a Grid
          • Hide or Format Control Labels in a Grid
        • Hyperlink Control
          • Hyperlink Control Overview
        • Image Control
          • Image Control Overview
        • Masked Textbox Control
          • Masked Textbox Control Overview
          • Masked Textbox Control Code Examples
        • Numeric Textbox Control
          • Numeric Textbox Control Overview
          • Numeric Textbox Control Code Examples
        • ScriptBlock Control
          • ScriptBlock Control Overview
        • Textbox Control
          • Textbox Control Overview
          • Textbox Control Code Samples
          • Add Numeric Validation to a Textbox Control
        • Time Picker Control
          • Time Picker Control Overview
        • Upload Control
          • AsyncUpload Control Overview
        • Validations
          • Validations Overview
          • Add a Validator to a Control
      • Expressions
        • Understanding Expressions
        • Edit an Expression
        • Expression Samples
        • Supported Operators
        • Expression Reference Information
        • String Expression Directives
        • Built-in Expression Objects
          • Runtime Expressions (rt)
          • Workflow Instance Expressions
          • Activity Instance Expressions
          • Message Object Expressions
          • Master Workflow Object (mwf)
          • Data Source Object (ds)
          • it Object
        • Built-in Expression Methods
          • String Methods
          • Date and Time Methods
          • Convert Methods
          • XPath Methods
          • User and Group Methods
          • Evaluation Control Methods
          • LINQ Extension Methods
          • SQL Queries in Expressions
        • Advanced Expressions
          • Use Expressions in a Form Template
          • Use the AsQueryable Method in an Expression
          • Execute a Stored Procedure or Service from an Expression
          • Use Sub-View Values in Expressions
    • Installation, Deployment, and Configuration
      • Version 9.0 and Later
        • Cora SeQuence V9.x modular architecture
        • Important Terminology
        • Pre-Deployment Requirements and Account Setup
        • Cora SeQuence V9.0 Required Roles and Features
        • Cora SeQuence Database Upgrade Paths
        • Deploying Cora SeQuence Database
        • Installing Cora SeQuence V9.x Pre-Built Applications
        • Building Cora SeQuence V9.x Applications
        • Deploying Cora SeQuence V9.x Applications
        • Deploy SAP activity
        • Post-Deployment Procedures
        • Archive Database Structure
        • PowerShell
          • Map PowerShell Modules Versions to Cora SeQuence Versions
          • Modules
            • PowerShell Module: CoraSeQuence
            • PowerShell Module: CoraSeQuence.Database
            • PowerShell Module: CoraSeQuence.Services
            • PowerShell Module: CoraSeQuence.Sites
            • Functions
              • PowerShell Function: Add-CoraSeQuenceFilesStorageConfiguration
              • PowerShell Function: ConvertTo-CoraSeQuenceEncryptedString
              • PowerShell Function: Disable-CoraSeQuenceJobsLogs
              • PowerShell Function: Disable-CoraSeQuenceRuntimeLogs
              • PowerShell Function: Disable-CoraSeQuenceWebApiCORS
              • PowerShell Function: Enable-CoraSeQuenceJobsLogs
              • PowerShell Function: Enable-CoraSeQuenceRuntimeLogs
              • PowerShell Function: Enable-CoraSeQuenceWebApiCORS
              • PowerShell Function: Get-CoraSeQuenceApplicationsConfigurationFiles
              • PowerShell Function: Get-CoraSeQuenceConnectionString
              • PowerShell Function: Get-CoraSeQuenceQuickSearchConfiguration
              • PowerShell Function: Get-CoraSeQuenceService
              • PowerShell Function: Get-CoraSeQuenceServiceGUID
              • PowerShell Function: Get-CoraSeQuenceSite
              • PowerShell Function: Install-CoraSeQuenceApplication
              • PowerShell Function: Install-CoraSeQuenceArchiveDatabase
              • PowerShell Function: Install-CoraSeQuenceDatabase
              • PowerShell Function: Install-CoraSeQuencePrerequisites
              • PowerShell Function: Install-CoraSeQuenceService
              • PowerShell Function: Install-CoraSeQuenceSite
              • PowerShell Function: New-CoraSeQuenceDeploymentPackage
              • PowerShell Function: Register-CoraSeQuenceEventLog
              • PowerShell Function: Register-CoraSeQuenceJES
              • PowerShell Function: Register-CoraSeQuencePerformanceCounters
              • PowerShell Function: Set-CoraSeQuenceBRSThreadConfiguration
              • PowerShell Function: Set-CoraSeQuenceConnectionString
              • PowerShell Function: Set-CoraSeQuenceDefaultFilesStorageConfiguration
              • PowerShell Function: Set-CoraSeQuenceExternalResourcesLocation
              • PowerShell Function: Set-CoraSeQuenceQuickSearchConfiguration
              • PowerShell Function: Set-CoraSeQuenceServiceGUID
              • PowerShell Function: Set-CoraSeQuenceSharedConfigurationLocation
              • PowerShell Function: Set CoraSeQuenceSiteAuthentication
              • PowerShell Function: Set-CoraSeQuenceSiteSecurityConfiguration
              • PowerShell Function: Set-CoraSeQuenceSiteWCFConfiguration
              • PowerShell Function: Test-CoraSeQuenceCompatibility
              • PowerShell Function: Uninstall-CoraSeQuenceService
              • PowerShell Function: Uninstall-CoraSeQuenceSite
          • Samples
            • Changing the Application Pool Account
            • Changing the Service User Account
            • Setting HTTPS Site Bindings
        • Migrating from Previous Versions
          • System Migration Readiness
          • Migrating from Previous Versions to Cora SeQuence V9.x
          • Post-Migration Procedures and Considerations
        • Cora SeQuence Custom Applications Upgrade
      • Version 8.0 and Earlier
        • Configure the Flowtime Website
        • Cora SeQuence 8.4 Installation Guide
        • Cora SeQuence 8.0-8.3 Installation Guide
        • Cora SeQuence 7.x Installation Guide
        • Upgrade Guide: Cora SeQuence 6 to Cora SeQuence 7
        • Cora SeQuence 6.0 Installation Guide
        • Install the Cora SeQuence Database Using Scripts
        • SharePoint App Installation & Configuration Guide
        • Configure SharePoint 2013 with Remote Web Parts and ADFS
        • Install and Configure the Remote Web Parts Feature
        • Cora SeQuence CRM Edition (SCE) User Guide
        • ProcessTOGO Windows Authentication
      • BRS Closed Instances Separator Thread
      • Configure Background Runtime Service (BRS)
      • Best Practices for Monitoring Cora SeQuence Environment
      • Database Structure
      • Multilingual Configuration
      • Topology Best Practices
      • OData Protocol Guide
      • Cora SeQuence Maintenance Guide
      • Configure Database Connection Redirection to Enable Read-Only Queries
      • Job Execution Service (JES) Overview
    • Tips & Troubleshooting
      • Troubleshooting
        • Browser is Not Supported Error Message in IE 11
        • Cora SeQuence Generated Emails Contain Untitled Attachments
        • HTTP Error 503: Service Unavailable
        • HTTP Status 401 When Trying to View a Dashboard in Flowtime
        • HTTP Status 401 When Trying to Publish a Dashboard
        • TCP Error Code 10061 When Trying to Open Job Management
        • Cannot Start Job Execution Service
        • Receive Error Message: System.ArgumentNullException exception was thrown. Description: SEQUENCE Background Runtime Service
        • Int to Long Issues
        • Cannot Insert Duplicate Key Row in Object 'dbo.tblEmployees'
        • Cannot Insert Duplicate Key Row in Object 'dbo.tblOrganization'
        • Analytics Designer Load is Empty
        • Duplicate Form Records in UACT Table
        • Receive Error when Using Cora SeQuence 7.x Forms in Cora SeQuence 8.2
        • Error Handler Activity Fails
        • Settings Menu Malfunctions in Flowtime When Upgrading from Cora SeQuence v8.3 to v8.4 or v8.5
        • Error 1327: Invalid Drive During Cora SeQuence Installation
        • Error Message: Root Element is Missing
        • Attach a Large File to a Form
        • HTTP Error 403 When Viewing a Flowtime Site or Page
        • Start New Instance Button is Disabled
        • Charts Display Incorrectly in Flowtime and Administration
        • Database Broker is Disabled
        • License Validation Error
        • Error When Logging Out of Flowtime (SharePoint 2013)
        • Exception 'ExEntityDataModelCannotBeAccessed' when calling OData Service
        • Exception 'Bad Request - Error in query syntax' when calling OData Service
        • Exception 'Resource not found for the segment 'XXX'' when calling OData Service
        • Stored Procedure 'spADSS_MergeEmployees' Not Found
        • Cora SeQuence 6 Activity Icons are Missing in Workflow Designer
        • Fetch/Return is Not Visible in ProcessTOGO
        • SQL 2012 Management Objects Installation Failed During Cora SeQuence Installation
        • Cora SeQuence HotOperations Settings Missing from Flowtime Site Settings
        • Server Error in Application
        • Server Error in ProcessTOGO Application
        • HTTP Error 500 After Installing SharePoint Updates
        • Cora SeQuence 8 Has Cora SeQuence 7 DLL Files
        • Invalid Object Name Error
        • Cannot Connect in Email Listener Setup
        • Processes Do Not Display in Flowtime After Upgrade to Cora SeQuence 8.3
        • Error Message When You Create or Edit a Schema in a REST Consumer
        • Cannot Access 'My Support Tickets" from the Members Site
        • Wizards Display Incorrectly
        • Flowtime Does Not Display Properly on Mobile Devices
        • Error When Accessing Flowtime from a Message Sent by Cora SeQuence (after upgrading to v8.2.x)
        • ADSS Does Not Sync OUs from AD
        • Get a SharePoint Error Using the Correlation ID
        • Dynamic Task or Case in HotOperations Displays at the Bottom of the Bucket When using Chrome Browser
        • After Upgrading to Cora SeQuence 8.3 Organization-Based Permissions Screen is Missing
        • Starting a Job Manually from the Administration Site Fails with ExAuthenticated User Expected Error
        • Flowtime Service Does Not Work and No Data Displays
        • Installer SSL security error
        • Cryptographic exception error when accessing Cora SeQuence sites
        • Analytics Designer Loads Empty After Upgrade of Cora SeQuence Sites Configured with HTTPS
      • Best Practices
        • Active Directory Synchronization Services Best Practices
        • Customization Best Practices
        • Functional Design Best Practices
        • Integration Best Practices
        • Performance Best Practices
        • Security Best Practices
        • Workflow Versioning Best Practices
        • Workflow Development Best Practices
      • Tips
        • Enable WCF Tracing
        • Use the URL to Start or Open a Workflow
        • How to Add Script or CSS to Apply Them in Flowtime and Debugger
        • Code Editor Shortcuts
        • Get Cora SeQuence Credentials from the Credential Store Using the API
        • Get the Connection String Using the API
        • Configure BRS to Send Mail Using Office 365
        • Create a Custom BRS Thread
        • Send an Attachment to a Web Service Consumer
        • Apply Sort to Combos
        • Find IDs of All Users That Submitted a Specific Task
        • View a Process Tree
        • Apply Different XSLT Styles for Each Workflow Template
        • Conditional Formatting for Server-Side Objects
        • Display Closed Instances on a Custom Portal Page
        • Create a 'System Down for Maintenance' Page
        • Add a Custom Column on a Webpart
        • Isolate First Load from Post Backs
        • Catch a Grid Insert Event to Update a Combo Box
      •  Cora SeQuence Maintenance and Troubleshooting
      • Performance Counters
    • APIs
      • Programming
        • API Setup Guide
        • API Authentication Guide
        • Cora SeQuence and ASP.NET Applications
        •  API Training Videos
        • Integrate Flowtime Controls into ASP.NET Applications
      • API Examples
        • Authentication
          • Authenticate Users
        • Deployment
          • Import a Workflow
        • Expressions
          • Extend Expressions using the API
        • Flowtime
          • Flowtime Comments
          • Retrieve a User Inbox
          • Start a Runtime Engine Instance
        • Forms and Tasks
          • Add an Attachment to a Form
          • Close a Task
          • Extend Functionality of a Task Activity
          • Fetch a Task
          • Find Controls on a Form
          • Invoke One-Click Action
          • Submit a Form
          • Submit a Task
          • Write a Custom Attachment Provider for a Message Wizard
        • Messages
          • Add Recipient, Reassign Recipient, or Recall Message
        • Organization
          • Create a New Group in the Organizational Structure
          • Retrieve User Details
        • Services
          • Access a Sequence Service Instance
          • Retrieve a Web Service URL
        • Workflows
          • Assign Values to Workflow Parameters
          • Create a New Workflow Instance
          • Get a Workflow Instance
          • Get Activity Details When Running as ESC Activity
          • Invoke a WCF Service Activity
          • Start a New Workflow Instance
          • Extend Functionality When You Create an Activity
          • Validate a Workflow
      • API Reference
      • Flowtime API
        • Authentication
        • Headers
        • HotOperations Cases Object
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Create Custom Conversation Type

Last Modified on 10/19/2020 1:06 pm EDT

V9.4

Overview

Cora SeQuence provides an option to extend the system conversation types, and add any custom conversation type to Cora SeQuence Solution. These types are added to the Conversations table by default, just by creating and configuring them as below.

Creating custom conversation types

For each type, follow the steps below:

  1. Create a new VS project, using the Class Library (.NET Framework).
  2. Right-click the newly created project, and select NuGet Packages.
    Make sure to have the Cora SeQuence NuGets repository as a Package source.
  3. Click Browse, and search for Conversations.
  4. Install the latest version of Genpact.CoraSeQuence.Converstaions NuGet.
  5. Add a new class to the project, and rename it with a meaningful name.
  6. Set the class to inherit from the ConversationItem class.
    For example, new type called “Request”, will be created in a new file, class name RequestConversationItem that inherits from ConversationItem.
    public sealed class RequestConversationItem : ConversationItem
  7. Add property to the newly created class:
    public override string ItemType => <Your type name>

  8. The base ConversationItem class, has the following default properties:
    • CreationDate
    • LastStateDate
    • State
    • Title
    • Body
    • WorkflowInstanceId
    • MasterWFInstanceId
  9. To add any extended property, you can add the property to the class.
    1. Mention the following JsonObject:
    2. Add values to JsonProperty.
    3. Add IgnoreDataMember as value for a property that you don’t want to display in the built-in-command while creating a new instance of the conversation items.

    4. The get and set functions extracts and saves the properties from the propertyBag.
  10. Add customer folders to the shared resources 

    1. Under Components > Conversations folder, create a new folder with the same name as the custom item.
    2. In the folder add a Json file, metadata.json
      • itemType: full type
      • name: unique type name with no spaces. Should be same as the folder name.
      • displayName: text that will appear in the view
      • supportsAttachments: determines whether the item can support attachments or not
      • supportsUICreation: determines whether the Add new action button be created for this item or not
        Example:
        {
         "itemType": "PNMsoft.Sequence.Conversations.EmailConversationItem, PNMsoft.Sequence.Conversations, Version=9.0.0.0, Culture=neutral, PublicKeyToken=0a1a1b90c1c5dca1",
          "name": "Email",
          "displayName":  "Email",
          "supportsAttachments": true,
          "supportsUICreation": true
        }
    3. Create the following templates in the folder:
      • Inline.html
      • Expanded.html
      • Api.js
      • Styles.css
        NOTE
        In order to edit the Kendo html templates, see this page.
    4. Add the relevant icons to the Images folder.
  11. Create a NuGet package, and use the package in the custom app.
  12. In the nuspec file, add the following line to copy the static content to the correct location.
    <file src="folderofstaticcontent\*.*" target="tools\Shared Resources\Components\Conversations\TypeName" />

Language Support

Starting from V9.5, custom conversation type supports localization.
For details, see this article.

Conversation component is translated according to form's Globalization settings:

  • if Localizable = False, use the Language activity definition
  • if Localizable = True, use the user's language

Related Articles

  • Configure Email Conversation Type
  • Conversations View
  • Localize Conversation Types
  • Multilingual Configuration
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