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Creating Workflow Applications Based on Templates

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You can use a template as a baseline for creating new applications. Create an instance of a workflow application from a template, and then modify that instance of the application in any way you want. When the workflow application has been modified, you can save it as a new template that includes all of your changes. This new template can be distributed and used to create new instances of the modified application.

To create a workflow application based on a template

  1. Start the SQL Server Workflow Template Instantiation wizard by clicking Instantiate Template on the Templates tab of the Workflow Manager for SQL Server.

  2. Select a server, and click Connect to display the templates on that server. If you do not see the server in the list, click Refresh, and check the list again.

    Note   To appear in the templates list, a template must have been imported or exported to your server through the Workflow Manager for SQL Server. If you copied a template file to the server but did not use the Workflow Manager, it will not show up on the list.

  3. Select a template, and click Next.

  4. Specify identity and location of the new application, and then click Next.

    Note   Although you can include spaces in your database name and Web URL, it is recommended you avoid including spaces in these object names. If you start the name with an underscore, it will be ignored by some components of the system.

  5. Select which SQL Logins can access the database, and then assign roles to each.

    If the login you want is not in the list, click New SQL Login, and create a new one in the New Microsoft SQL Server Login dialog box by entering the User name in the format <domain\username> and clicking OK.

    Note   The group or user must have a valid Microsoft® Windows® account. If a user does not have a valid account, creation of the workflow application will fail.

  6. Indicate whether you want the wizard to create a Workflow Project (.spw) file for the application, and then click Next.

    Note   If you do not create a Workflow Project file now, you must create one later if you want to modify the workflow application. You can create one by opening the database in the Workflow Designer.

  7. Click Finish.

    Note   The wizard uses the information you supplied and the information in the template to create a new Microsoft® SQL Server™ database and a Web site on the server you specified. This process might take a few minutes.

See Also

Building Workflow Applications for SQL Server | Understanding the Workflow Application | Creating Workflow Applications from Databases | Understanding the Workflow Process | Setting up a Table Hierarchy | Creating Database Roles