Developing Workflows with Geocortex Essentials

Overview  

Building on the Getting Started with Geocortex Essentials course, this two-day course explores the .NET workflow capabilities of Geocortex Essentials: create client- and server-based workflows that will transform your business processes into simple, guided interactions for your end-users.


Course Outline  

Introduction and workflow basics

Explain how workflows support the development of custom applications by performing these tasks:

  • Explain the benefits of using Geocortex Essentials workflows
  • Identify common components of workflows
  • Describe the components required to build, test and run a workflow
  • Describe the difference between sequences and flowcharts
  • Navigate a workflow in Geocortex Essentials Workflow Designer

Design, build, test and publish a workflow

Configure a workflow for use in Geocortex Viewer for HTML5 by performing these tasks:

  • Identify the steps to create a workflow
  • Describe workflow design considerations
  • Describe how to build a workflow
  • Create a workflow with an Alert activity
  • Describe the purpose of the Geocortex Essentials Workflow Simulator
  • Test a workflow in the Geocortex Essentials Workflow Simulator
  • Explain how a workflow is published
  • Publish a workflow in Geocortex Essentials Manager for use in the viewer

Display an ArcGIS Online FeatureSet in the viewer

Display an Esri FeatureSet in the viewer by performing these tasks:

  • Describe how to configure the Query Task activity
  • Describe how to test a query in the ArcGIS REST endpoint
  • Query an ArcGIS Online feature layer
  • Describe the FeatureSet object
  • Examine a FeatureSet in the Geocortex Essentials Workflow Simulator using a breakpoint
  • Describe how to configure the Select Features activity
  • Use the Select Features activity to display a FeatureSet in the viewer

Capture user input with variables

Capture user input with variables by performing these tasks:

  • Describe how the Prompt activity can be used to capture user input
  • Query an ArcGIS Online service using a user-entered value
  • Describe how best to manage variables
  • Set the scope of a variable
  • Identify methods of testing for the value of a variable
  • Test a workflow using the Comment Out, Alert, and Exit activities

Configure a form

Configure a Display Form activity by performing these tasks:

  • Describe the Display Form activity
  • Describe the Autocomplete Box form item
  • Configure a Display Form activity with an Autocomplete Box
  • Describe the List Box form item
  • Configure an independent List Box
  • Describe how to use the Cascading ID property
  • Configure a dependent List Box form item
  • Describe how to configure the Query Task with the output from a List Box
  • Configure the Query Task with the output from a List Box
  • Describe how to add validation rules to form items
  • Set form item validation rules

Controlling viewer actions

Configure an activity cluster to zoom into a specified geometry by performing these tasks:

  • Summarize the benefits of using activity clusters in a workflow
  • Describe how to zoom to a polygon geometry
  • Describe how to use IntelliSense
  • Configure an activity cluster to zoom to polygon geometry
  • Describe how to zoom to MapPoint geometry
  • Configure an activity cluster to zoom to a MapPoint geometry

Make workflows reusable

Configure a workflow to be reusable across sites by performing these tasks:

  • Describe the Get Map Service Info activity
  • Describe how to debug client-side activities
  • Configure the Get Map Service Info activity
  • Describe how to use workflow input arguments
  • Use workflow input arguments
  • Describe how to use RuntimeModifications to make a form easier to maintain
  • Configure form item URLs at runtime

Add branching logic to a sequence-based workflow

Configure branching logic in a sequence-based workflow by performing these tasks:

  • Describe how to add branching logic to a sequence activity
  • Configure an If activity to manage an input argument
  • Describe how to customize display form buttons
  • Configure branching logic using Display Form buttons
  • Explain how to display a form in the default workflow container
  • Configure the Display Form activity to target the Default Workflow Container

Configure branching logic in flowchart activities

Configure branching logic in a Flowchart activity by performing these tasks:

  • Describe the Flowchart activity
  • Describe how to correctly format a flowchart
  • Describe the Flow Decision activity
  • Create a workflow with flowcharts and sequences
  • Describe how to use an activity cluster in a workflow
  • Use an activity cluster in a workflow
Self-Directed Training  

Need to fit training into your busy schedule?

The scheduled training below offers you an online, instructor-led classroom experience, but you can also take this course when it’s more convenient for you! Self-directed course delivery includes:

  • Three (3) consecutive days’ access to a Geocortex training environment
  • All course materials
  • Access to a Geocortex instructor during office hours

All self-directed courses are offered at the same prices as their instructor-led equivalents.

Get in Touch

Scheduled Training  

Interested in Geocortex training in a European time zone?
Please contact your regional Geocortex partner to find local training options. Check out the 1Spatial (UK) Geocortex on-site training options or the SIGGIS (Belgium) Geocortex on-site training options.

    Customer Reviews  
  • "I found the Fundamentals and Workflows courses to be great — a lot of information and well-planned tutorials to provide the basis for using the software effectively."

    Jody MacEachern GIS Analyst, Fisheries and Oceans Canada