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Home
Cora Orchestration
Release Notes
Cora Orchestration 10.x
Cora Orchestration 10.7.2 Release Notes
Cora Orchestration 10.7.1 Release Notes
Cora Orchestration 10.7 Release Notes
Cora Orchestration 10.6 Release Notes
Cora Orchestration 10.5 Release Notes
Cora Orchestration 10.4.1 Release Notes
Cora Orchestration 10.4 Release Notes
Cora Orchestration 10.3.2 Release Notes
Cora Orchestration 10.3.1 Release Notes
Cora Orchestration 10.3 Release Notes
Cora Orchestration 10.2 Release Notes
Cora Orchestration 10.1 Release Notes
Cora Orchestration 10.0 Release Notes
Cumulative List of Breaking Changes
Product Updates
UI Changes in the Administration Site from V10.7 onwards
Upgrade Cryptographic Service Implementation
Product Support Matrix
Installation, Deployment, and Configuration
Configure Secret Management Support
Custom Applications Upgrade
Database Maintenance Cleanup
Database Structure
Database Upgrade Paths
Deploying Applications
Installation and Deployment Overview
Job Execution Service (JES) Overview
Pre-Deployment Requirements and Account Setup
Product Version Lifecycle
PowerShell
Map PowerShell Modules Versions to Product Versions
Modules
PowerShell Module: CoraSeQuence
PowerShell Module: CoraSeQuence.Sites
PowerShell Module: CoraSeQuence.Database
PowerShell Module: CoraSeQuence.Services
Functions
PowerShell Function: Add-CoraOrchestrationSecretEnvironmentVariables
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-CoraSeQuenceApplicationConfiguration
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: Set-LockDurationAndInstanceExecutionLimit
PowerShell Function: Set-ManagedIdentity
PowerShell Function: Test-CoraSeQuenceCompatibility
PowerShell Function: Uninstall-CoraSeQuenceService
PowerShell Function: Uninstall-CoraSeQuenceSite
Troubleshooting
Process Wall is Replaced with Audit Log
Tips
Hide actions toolbar in RTE
Administration
Administration Overview
Add Audit Log to a Form
Add Connection Credentials
Add Custom Actions
Add Custom Events to Audit Log
Add Email Template Filters via Config Set
Add Tabs to Form
Analytics Overview
Application Variables
Archive Overview
Configure Active Directory Synchronization Service (ADSS)
Configure Archive
Configure Dynamic Completion Message for Activities and Workflows
Configuring Elasticsearch Service
Configure File Writer Activity with OAuth
Configure Grid Filtering Mode
Configure OAuth 2.0 Credentials
Connect a Case Configuration Set to a Solution
Create a Case Configuration Set
Create a Report Dashboard
Deep Link Examples
Define Case Configuration Set for Case Scoring
Deploying and Managing Shared Views
Enable and Add a Substitute
Granting Shared View Permissions
Integrate Semantic Kernel as a Service
Manage Organization Settings
Sample Archiving Policies
Session Configuration
Sample Queries to generate Azure Application Insight reports
Activities
Integration Activities
Configure Message Bus Activities
Email Listener Activity
HTTP Consumer Activity
Files Activities
Define a Connection to an External Storage System
File Listener Activity Overview
File Writer Activity Overview
Get File Info Activity Overview
AI Activities
SK Function Activity Overview
Server Side Activities
Built-in Command Activity Overview
SharePoint Activities
SharePoint Activities Overview
Conversations
Add Email Activity Content to Conversation View
Conversation View
Conversation Types in the Conversations View
Configure Address Book Population from Conversations
Configure Attachments View
Configure Comment Conversation Type
Configure Custom Conversation Type
Configure Email Conversations
Configure Preview Attachment
Configure Task Conversation Type
Enable Case Conversation Translation
Expressions
Expression Samples
Workflows
Abort an Open Workflow Instance
Lock Workflow Instance Execution
InMemory Execution
Working with Grid Views
Cora Orchestration Portal
Portal Overview
Cora Orchestration portal and Flowtime comparison
Getting Started with Portal Customization
Portal Customization End-to-End Scenario
Set Up the Development Environment for Portal Customization
Template Project for Portal Customization
Customization Concepts
Automate Portal Customization with PowerShell Functions
Replace the logo
Edit CSS styles
Customize Menu Items
Customize the Grid and Board Display
Customize the Grid Menu
Change the Behavior of the Close Tab Button
Create a Page Using the FormViewer Control
Localize Portal Text
Create a New Page Using React
Unidirectional Data Flow in React
Best Practices for Deploying Portal Customization
Observability Overview
Configure Observability
Set Up Kubernetes Environment
Set up Connection to Kubernetes Cluster
Genpact AP Suite
Genpact AP Suite Overview
Genpact AP Capture
Release Notes
Genpact AP Capture 1.0 Release Notes
Genpact AP Capture Overview
Genpact AP Capture Configuration
Additional Charges Configuration for Invoice Processing
APFlow Adaptor Configuration
Configure Genpact AP Capture File Listener
Classification Configuration
Culture Resolution Configuration
Enrichment Overview and Configuration
Extraction Model Configuration
Eyeball Configuration
Eyeball Overview
Saga Configuration
Side Car Configuration
Split Configuration
Tables Data Model Configuration
Tenant Workspace Configuration
Validation Configuration
Genpact AP Assist
Release Notes
Genpact AP Assist GA Release Notes
Cora Case Manager
Release Notes
Cora Case Manager 4.x
Cora Case Manager 4.1.1 Release Notes
Cora Case Manager 4.1 Release Notes
Cora Case Manager 4.0.3 Release Notes
Cora Case Manager 4.0.2 Release Notes
Cora Case Manager 4.0.1 Release Notes
Cora Case Manager 4.0 Release Notes
Roles in Cora Case Manager
Configuration
Add Configuration Set Properties
Create New Email Template
Modify General Settings
Customization
Add Custom Action
Add GenAI Capabilities
Customize QC Task
Reports and Dashboards
Customize the All Cases Full Report Dashboard
List of Reports and Dashboards
Cora SeQuence (Legacy Cora Orchestration)
Release Notes
Cora SeQuence 9.x
Cora SeQuence 9.9.2 Release Notes
Cora SeQuence 9.9.1 Release Notes
Cora SeQuence 9.9 Release Notes
Cora SeQuence 9.8.5 Release Notes
Cora SeQuence 9.8.4 Release Notes
Cora SeQuence 9.8.3 Release Notes
Cora SeQuence 9.8.2 Release Notes
Cora SeQuence 9.8.1 Release Notes
Cora SeQuence 9.8 Release Notes
Cora SeQuence 9.7.2 Release Notes
Cora SeQuence 9.7.1 Release Notes
Cora SeQuence 9.7 Release Notes
Cora SeQuence 9.6.4 Release Notes
Cora SeQuence 9.6.3 Release Notes
Cora SeQuence 9.6.2 Release Notes
Cora SeQuence 9.6.1 Release Notes
Cora SeQuence 9.6 Release Notes
Cora SeQuence 9.5.1 Release Notes
Cora SeQuence 9.5 Release Notes
Cora SeQuence 9.4.3 Release Notes
Cora SeQuence 9.4.2 Release Notes
Cora SeQuence 9.4.1 Release Notes
Cora SeQuence 9.4 Release Notes
Cora SeQuence 9.3.4 Release Notes
Cora SeQuence 9.3.3 Release Notes
Cora SeQuence 9.3.1 Release Notes
Cora SeQuence 9.3 Release Notes
Cora SeQuence 9.2.2 Release Notes
Cora SeQuence 9.2.1 Release Notes
Cora SeQuence 9.2 Release Notes
Cora SeQuence 9.1 Release Notes
Cora SeQuence 9.0 Release Notes
Cora SeQuence 8.x
Cora SeQuence 8.8.x
Cora SeQuence 8.8.6 Release Notes
Cora SeQuence 8.8.5 Release Notes
Cora SeQuence 8.8.4 Release Notes
Cora SeQuence 8.8.3.1 Release Notes
Cora SeQuence 8.8.3 Release Notes
Cora SeQuence 8.8.2 Release Notes
Cora SeQuence 8.8.1.2 Release Notes
Cora SeQuence 8.8.1.1 Release Notes
Cora SeQuence 8.8.1 Release Notes
Cora SeQuence 8.8 Release Notes
Cora SeQuence 8.7.x
Cora SeQuence 8.7.2 Release Notes
Cora SeQuence 8.7.1 Release Notes
Cora SeQuence 8.7.0.4 Release Notes
Cora SeQuence 8.7.0.3 Release Notes
Cora SeQuence 8.7.0.2 Release Notes
Cora SeQuence 8.7.0.1 Release Notes
Cora SeQuence 8.7 Release Notes
Cora SeQuence 8.6.x
Cora SeQuence 8.6.3 Release Notes
Cora SeQuence 8.6.2.2 Release Notes
Cora SeQuence 8.6.2.1 Release Notes
Cora SeQuence 8.6.2 Release Notes
Cora SeQuence 8.6.1.1 Release Notes
Cora SeQuence 8.6.1 Release Notes
Cora SeQuence 8.6.0.1 Release Notes
Cora SeQuence 8.6 Release Notes
Cora SeQuence 8.5.x
Cora SeQuence 8.5.10 Release Notes
Cora SeQuence 8.5.9 Release Notes
Cora SeQuence 8.5.8 Release Notes
Cora SeQuence 8.5.7 Release Notes
Cora SeQuence 8.5.4 Release Notes
Cora SeQuence 8.5.3 Release Notes
Cora SeQuence 8.5.2 Release Notes
Cora SeQuence 8.5 Release Notes
Cora SeQuence 8.4.x
Cora SeQuence 8.4.11 Release Notes
Cora SeQuence 8.4.9.1 Release Notes
Cora SeQuence 8.4.9 Release Notes
Cora SeQuence 8.4.8.1 Release Notes
Cora SeQuence 8.4.8 Release Notes
Cora SeQuence 8.4.7 Release Notes
Cora SeQuence 8.4.6 Release Notes
Cora SeQuence 8.4.5 Release Notes
Cora SeQuence 8.4.4 Release Notes
Cora SeQuence 8.4.3 Release Notes
Cora SeQuence 8.4.1 Release Notes
Cora SeQuence 8.4 Release Notes
Cora SeQuence 8.3.x
Cora SeQuence 8.3.4.3 Release Notes
Cora SeQuence 8.3.4.2 Release Notes
Cora SeQuence 8.3.4.1 Release Notes
Cora SeQuence 8.3.4 Release Notes
Cora SeQuence 8.3.3.2 Release Notes
Cora SeQuence 8.3.3.1 Release Notes
Cora SeQuence 8.3.3 Release Notes
Cora SeQuence 8.3.2 Release Notes
Cora SeQuence 8.3.1 Release Notes
Cora SeQuence 8.3 Release Notes
Cora SeQuence 8.3 Release Video
Cora SeQuence 8.2
Cora SeQuence 8.2.9 Release Notes
Cora SeQuence 8.2 Release Notes
Cora SeQuence 8.1
Sequence 8.1.0 Release Notes
Cora SeQuence 8.1.0 Demo Video
Cora SeQuence 7.x
Cora SeQuence 7.10.13 Release Notes
Cora SeQuence 7.10.4 Release Video
Cora SeQuence 7.10.4 Release Notes
Cora SeQuence 7.9.0 Release Notes
Cora SeQuence 7.8.0 Release Notes
Cora SeQuence 7.7.0 Release Notes
Cora SeQuence 7.6.0 Release Notes
Cora SeQuence 7.5.0 Release Notes
Cora SeQuence 7.4.0 Release Notes
Cora SeQuence 7.3.0 Release Notes
Cora SeQuence 7.2.0 Release Notes
Cora SeQuence 7.1.0 Release Notes
Cora SeQuence 7.0 Release Notes
Breaking Changes
Cumulative List of Breaking Changes
Administrators
Administration
Administration Settings
Manage Global Settings
Manage Lookup Tables
Manage Organization Settings
Active Directory Connection 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
Rollback Workflow Instances
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
Application Variables
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
Example: Setting Up External Storage on Azure
Configuring Elasticsearch Service
Reset Full-Load Index Synchronization
Configure Long-term Archiving
Configure HTML Sanitization
Add a New Email Connection
Add Connection Credentials
Back up and Restore
Restore a Cora SeQuence Database
Log Files
SVCLOG Files
Log Workflow Execution in SVCLOG Trace Files
Archive Overview
Configure Archive
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
Add Tabs to Form
Create a Form Viewer Control
Reusable Solution Components
Conversation View
List of Conversation Types in the Conversations View
Configure Email Conversations
Create Comment Conversation Type
Create Task Conversation Type
Create Custom Conversation
Localize Conversation Types
Configure Attachments View
Configure Preview Attachment
Configure copying conversations and case attachments
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 and Managing Shared Views
Granting Shared View Permissions
Configure Contact Us and Privacy Policy link
Flowtime Lite Portal
Flowtime Lite Portal Overview
Configure the Flowtime Lite Portal
Configure Flowtime Lite Portal Messages
Cora SeQuence Authentication Methods
Developers
Workflows
Working with Master Workflows
Developing Workflows
Workflow Source Control
Create Statistics for Workflow Components
Version Management for Workflows
InMemory 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
Runtime data caching
End Branch Activity
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
Create Conditional Subviews
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
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 Writer Activity Overview
File Listener 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 View
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
Create an Email Template
External Service Consumer Activity overview
HTTP Consumer Activity
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
Azure Service Bus Connections
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
Configure Message Bus Activities
Represent Nested Data in JSON Format Sample
Server Side Activities
Assign Activity Overview
Built-in Command Activity Overview
Define Workflow Stages
Error Handler Activity Overview
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
Preview Attachment Control
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.x Required Roles and Features
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
Cora SeQuence Custom Applications Upgrade
Deploy the SAP activity
Post-Deployment Procedures
Archive Database Structure
PowerShell
Map PowerShell Modules Versions to Product 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-CoraSeQuenceApplicationConfiguration
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
Applying Configurations to Cora SeQuence Applications
Configure Cora SeQuence applications
Cora SeQuence predefined configurations
Fetch secret values from the Azure Key Vault
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
CI/CD for Cora SeQuence version 9.x
Runbook for CI/CD with Azure DevOps for Cora SeQuence Projects
Main Steps for Setting Up the CI/CD Pipelines
CI/CD Platform Setup Instructions and Best Practices
Cora SeQuence CI/CD Variables
Validate the CI/CD Username
Working with CI/CD Pipelines
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
Configure Microsoft Distributed Transaction Coordinator (MSDTC)
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
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
Latency issues
Email delivery issues
Jobs Stay Queued
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
SQL Scripts Best Practices
Tips
Use the SQL NOLOCK Hint
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
Flowtime API
Authentication
Headers
HotOperations Cases Object
POST /AggregatedHotCasesService.svc/ChangeAllCasesProperties
POST /AggregatedHotCasesService.svc/ChangeProperties
POST /AggregatedHotCasesService.svc/GetData
POST /AggregatedHotCasesService.svc/MarkAllCasesAsImportant
POST /AggregatedHotCasesService.svc/MarkCasesAsImportant
POST /AggregatedHotCasesService.svc/ReallocateAllCases
POST /AggregatedHotCasesService.svc/ReallocateCases
POST /AggregatedHotCasesService.svc/UnMarkAllCasesAsImportant
POST /AggregatedHotCasesService.svc/UnMarkCasesAsImportant
HotOperations Team Leader Object
POST /TeamLeaderTasksService.svc/GetData
POST /TeamLeaderTasksService.svc/ReassignTasksToRole
POST /TeamLeaderTasksService.svc/ReassignTasksToUser
POST /TeamLeaderTasksService.svc/ResetAssignments
POST /TeamLeaderTasksService.svc/ReturnActivities
POST /TeamLeaderTasksService.svc/ReturnActivity
HotOperations Team Member Object
POST /TeamMemberTasksService.svc/FetchActivities
POST /TeamMemberTasksService.svc/FetchActivity
POST /TeamMemberTasksService.svc/FetchAllActivities
POST /TeamMemberTasksService.svc/GetData
POST /TeamMemberTasksService.svc/ReturnAllActivities
POST /TeamMemberTasksService.svc/ReturnActivities
POST /TeamMemberTasksService.svc/ReturnActivity
Message Object
GET /MessagesService.svc/GetAggregatedData
GET /MessagesService.svc/GetOpenMessagesID
POST /MessagesService.svc/AddRecipient
POST /MessagesService.svc/AddRecipients
POST /MessagesService.svc/FetchMessage
POST /MessagesService.svc/GetData
POST /MessagesService.svc/ReassignRecipient
POST /MessagesService.svc/ReassignRecipients
POST /MessagesService.svc/RemoveRecipient
POST /MessagesService.svc/RemoveRecipients
POST /MessagesService.svc/ReturnMessage
Process Object
GET /userInstancesService.svc/GetAggregatedData
GET /userInstancesService.svc/GetAggregatedDataByOwner
POST /ProcessInstancesService.svc/GetData
POST /ProcessesService.svc/GetData
POST /ProcessesService.svc/StartWorkflow
POST /SharedInstancesService.svc/ShareInstanceByUser
POST /SharedInstancesService.svc/SharedInstanceByGroup
POST /UserInstancesService.svc/GetData
Product Updates
Activate Your Cora SeQuence License
Cora SeQuence Toolkit
Product Version Lifecycle
Product Support Matrix
Email Listener Activity Will No Longer Work with Basic Authentication
Azure AD Graph Is Deprecated
Workflow Samples
Cora SeQuence Workflow Templates
Consume a REST Service that Has OAuth2 Authentication
Cora OpsManager (Legacy Cora Case Manager)
Cora OpsManager Overview
Roles in Cora Case Manager
Release Notes
Cora OpsManager 3.x
Cora OpsManager 3.5 Release Notes
Cora OpsManager 3.4.1 Release Notes
Cora OpsManager 3.4 Release Notes
Cora OpsManager 3.3.2 Release Notes
Cora OpsManager 3.3.1 Release Notes
Cora OpsManager 3.3 Release Notes
Cora OpsManager 3.2.2 Release Notes
Cora OpsManager 3.2 Release Notes
Cora OpsManager 3.1.2 Release Notes
Cora OpsManager 3.1.1 Release Notes
Cora OpsManager 3.1 Release Notes
Cora OpsManager 3.0 Release Notes
Cora OpsManager 2.x
Cora OpsManager 2.1.4 Release Notes
Cora OpsManager 2.1.3 Release Notes
Cora OpsManager 2.1.2 Release Notes
Cora OpsManager 2.1.1 Release Notes
Cora OpsManager 2.1 Release Notes
Cora OpsManager 2.0.3.1 Release Notes
Cora OpsManager 2.0.3 Release Notes
Cora OpsManager 2.0.2 Release Notes
Cora OpsManager 2.0.1 Release Notes
Cora OpsManager 2.0 Release Notes
Cora OpsManager 1.x
Cora OpsManager 1.9.4 Release Notes
Cora OpsManager 1.9.3 Release Notes
Cora OpsManager 1.9.2 Release Notes
Cora OpsManager 1.9.1 Release Notes
Cora OpsManager 1.9 Release Notes
Cora OpsManager 1.8 Release Notes
Setup
Configuration
Modify General Settings
Modify Case Action and Status Labels in Cora OpsManager
Target Date Calculation Parameters
Configure Respond By for Cases
Add New Case Category
Add New Case Type
Add New Case Sub Type
Associate Roles to Categories
Create Configuration Sets
Add Configuration Set Properties
Create New Email Template
Add Users to Groups in Cora OpsManager
Conditional Formatting on Cases
Modify Report Permissions
Create Automatic Alerts
Create Automatic Email Reminders
Configure Similar Case Identification
Customization
Create Allocation Plan in Cora OpsManager
Add Groups to Cora OpsManager
Modify PlatformConfig Lookup
Add Countries to Cora OpsManager
Add or Modify Priorities
Add Status Bar and Status Label
Send a case for Indexing based on Input Channel
Add Mailboxes to Cora OpsManager
Target Date Calculation
Define Keywords to Set Case Priority based on Subject Line
Define Multi-language Auto Notification Template
Define QC Stage Settings
Add New Process to Cora OpsManager Home Page
Create Custom Report in Cora OpsManager
Customize Main Dashboard in Cora OpsManager
Create Organization Address Book
Create Bulk Upload Workflow
Create Pre Case Execution workflow
Create Pre Ready For Processing Workflow
Create Pre Case Pending Closure Workflow
Add Custom Action
Modify Grid Columns in Cora OpsManager
Customize Portal Menu
Remove the New Request button from Case
Change Priority Calculation Logic based on the Incoming Emails
Hide Case Conversations
Create Client Properties View
SQL Tables in Cora OpsManager
Enable Lite Portal
Load JavaScript code to edit meta data form
Update Case based on Text Classification
Display Custom Client Properties in Portal Grids
Case Management
Manage User Profile
Create a Case Manually
Manage Cases as Team Member
Manage Cases as Team Leader
Manage Cases as Operations Manager
System Actions for a Case
Case Closure
Merge Cases in Cora OpsManager
View My Tasks List
View Notifications
Lite Case Search
View Cases I Started
OOTB Push Next in Cora OpsManager
OOTB Reports in Cora OpsManager
Dashboards in Cora OpsManager
OOTB Dashboards for Operations Manager
OOTB Dashboards for Team Leader
View Measurements Dashboards for Operations Manager
View Trends Dashboards for Operations Manager
View Measurements Dashboards for Team Leader
View Trends Dashboards for Team Leader
Add Personal Reminder for Cases
Split Case in Cora OpsManager
Glossary
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Process Wall is Replaced with Audit Log
This article explains the breaking change for Audit Log.
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