Configuring WF Conductor Categories

Overview of Workflow Conductor Control Panel

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Workflow Conductor Widgets are listed in the Conductor Studio by category so they are easy to find. Beginning with WFC Release 4.0, we offer a search utility so you can search for widgets. Simply start typing the widget name and any corresponding widgets containing your keywords appear in the widget box.

SharePoint 2010 Release 4.0

SharePoint 2013 Release 3.5 and prior releases

By default, each widget appears in a category. (Some widgets appear in more than one category.) The default widget categories are:

Frequently Used
Workflow Logic
User Interaction
User and Group Management
Site Management
Lists and Items
External Data

For your organization, you may want to:

Move Widgets between Categories
Add or Remove Widget Categories
Hide Widgets so they cannot be used

Move Widgets between Categories

To move widgets to an existing category:

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1.	Select the category to move the widget(s) to in the Category drop down box.
2.	Choose to show Unassigned Widgets. All the widget currently NOT assigned to the selected category are listed.
3.	Check the widget(s) you want to include in the selected category. NOTE: The full list of widgets spans multiple pages. Click the 1, 2, or 3 at the bottom of the widgets table to view other pages.
4.	When ready, click OK to save your changes. NOTE: Clicking OK closes the page and returns you to the Workflow Conductor Control Panel page. To add more widgets to other categories, click Widget Categories. If you change the selected category before clicking OK, your changes to the category will NOT be saved.

To remove widgets from an existing category:

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1.	Select the category to remove the widget(s) from in the Category drop down box.
2.	Choose to show All Widgets. All the available widgets are shown. The widgets currently included in the selected category have a check displayed.
3.	Uncheck the widget(s) you want to remove from the selected category. NOTE: The full list of widgets spans multiple pages. Click the 1,2, or 3 at the bottom of the widgets table to view other pages.
4.	When ready, click OK to save your changes. NOTE: Clicking OK closes the page and returns you to the Workflow Conductor Control Panel page. To remove more widgets from other categories, click Widget Categories. If you change the selected category before clicking OK, your changes to the category will NOT be saved.

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Add or Remove Categories

AddRemove Category link.jpg If the default categories for widgets are not satisfactory for your organization, you can change them. To add or delete categories, click the Add or Remove Categories link at the top of the Widget Categories page.

To add a new category from the Add or Remove Categories page:

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1.	Enter the name of the new category and if desired, enter a description as well. As you can see from the list of existing categories, the Description value is optional.
2.	Click Save to save the new category. The Add or Remove Categories page will close. NOTE: The new category will have no widgets at first. To add widgets to your new category, see Add or Remove Widget Categories.

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Enter the name of the new category and if desired, enter a description as well. As you can see from the list of existing categories, the Description value is optional.

Click Save to save the new category. The Add or Remove Categories page will close.

NOTE: The new category will have no widgets at first. To add widgets to your new category, see Add or Remove Widget Categories.

To delete an existing category from the Add or Remove Categories page:

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1.	Click the box next to the categories that you want to delete.
2.	Click Delete to delete the selected categories. The Add or Remove Categories page will close. NOTE: The widgets that were assigned to the deleted category are not deleted; however, you will no longer see them in the Conductor Studio unless they are assigned to another category.

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Click the box next to the categories that you want to delete.

delete categories.jpg

Click Delete to delete the selected categories. The Add or Remove Categories page will close.

NOTE: The widgets that were assigned to the deleted category are not deleted; however, you will no longer see them in the Conductor Studio unless they are assigned to another category.

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Hide Widgets so they cannot be used

There may be some widgets that you don’t want to make available to workflow designers. If this is the case, you can hide them. To hide a widget, remove it from all categories. See Add or Remove Widget Categories for more information.

NOTE: The widgets that were assigned to the category are not deleted, though you will no longer see them in Conductor Studio unless they are assigned to another category.