Configure the Activities Toolbox in the Service Manager Authoring Tool

There are two ways to configure the Activities Toolbox in the Service Manager Authoring Tool:

• Modify the default toolbox by adding or removing custom activities. These changes require administrative-level permissions, and they're visible to all the users of the Authoring Tool.
• Personalize the toolbox. These changes don't require special permissions. Changes made by one user affect that user only.

Modify the default toolbox

If the default set of Windows Workflow Foundation (WF) activities doesn't meet the needs of your organization, you can use custom activities with the Service Manager Authoring Tool. Custom activities include activities you or your organization develop or activities that non-Microsoft parties develop. These activities must be compiled into assembly files (activitysetname.dll). For information about developing WF activities, see the Workflow Activity Reference.

Installing or removing custom activity assemblies changes the set of available activities for all the Authoring Tool users. When you install or remove an activity assembly, remember to notify Authoring Tool users of the changes. Custom activities don't appear automatically in the Activities Toolbox; in order to use custom activities, users must add them to personalized activity groups.

Install a custom activity assembly

The activity assembly files must first be installed so that you can use custom or third-party Windows Workflow Foundation (WF) activities in workflows. You must have administrative permissions on the computer running the Service Manager Authoring Tool and the computer running Service Manager. Like the default activities, custom activities must be available on the computer running Service Manager and on the computer running the Authoring Tool.

1. On the computer running the Authoring Tool, browse to the Authoring Tool Workflow Activity Library folder; for example, D:Program Files (x86)Microsoft System CenterService Manager <version> AuthoringWorkflow Activity Library. Paste the custom activity assembly into this folder.

2. On the computer running Service Manager, browse to the Service Manager installation folder, and then paste the custom activity assembly into this folder.

3. After you've installed the custom activity assembly, notify the Authoring Tool users that they can now add the custom activities to personalized activity groups by using the following procedures:

   Note

   Users can only add custom activities to personalized activity groups; they can't add custom activities to the default activity groups.

Remove a custom activity assembly

To remove a custom activity assembly, you must have administrative permissions on the computer running the Service Manager Authoring Tool and on the computer running the Service Manager console. After the custom activity assembly has been removed, the activities compiled into that assembly are no longer available in personalized activity groups.

1. On the computer running the Authoring Tool, browse to the Authoring Tool Workflow Activity Library folder; for example, D:Program Files (x86)Microsoft System CenterService Manager <version> AuthoringWorkflow Activity Library. Remove the custom activity assembly from this folder.

2. On the computer running the Service Manager console, browse to the Service Manager installation folder. Remove the custom activity assembly from this folder.

3. After you've removed the custom activity assembly, notify the Authoring Tool users that the custom activities are no longer available.

Personalize the activities toolbox

Use the procedures in this section to personalize the Activities Toolbox pane in the Service Manager Authoring Tool. Each user can personalize the Activities Toolbox differently; the Authoring Tool stores this information as part of each user's profile.

Important

You can only modify personalized activity groups. You can't modify the default activity groups.

Use these procedures to create activity groups in the Activities Toolbox pane in the Service Manager Authoring Tool.

Create a top-level activity group

1. In the Activities Toolbox pane, right-click Activity Groups, and select New Group.

2. Enter a name for the new group.

Create an activity subgroup

1. In the Activities Toolbox pane, right-click the parent group, and select New Group.

2. Enter a name for the new group.

Rename a personalized activity group

Use this procedure to change the name of a personalized activity group in the Service Manager Authoring Tool.

Important

You can only rename personalized activity groups. You can't change the names of the default activity groups.

1. In the Activities Toolbox pane, right-click the group, and select Rename Group.

2. Enter a new name for the group.

Add activities to a personalized activity group

Use this procedure to add activities to a personalized activity group in the Service Manager Authoring Tool. Activities can belong to more than one group; for example, you can create a Favorites group and populate it with both default activities and custom activities that already belong to other groups.

Important

You can only add activities to personalized activity groups. You can't add activities to the default activity groups.

If you want to use custom activities in workflows, you must add them to a group in order to make them available in the Activities Toolbox pane. Before you can add custom activities to groups, an administrator must install the appropriate activity assembly files on the computer running the Authoring Tool.

1. In the Activities Toolbox pane, right-click the group, and select Choose Activities.

2. In the Choose Activities for a Group dialog, scroll the list to find the activities you want to add. Select the checkboxes for the activities you want to add.

3. If you want to use custom activities that don't appear in the list, select Add Custom Activities. In the Select Custom Activity Assembly dialog, select the custom activity assembly file, and select Open. This adds the custom activities from this assembly file to the activity list.

4. After you've selected all the activities for the group, select OK.

Remove activities from a personalized activity group

Use this procedure to remove activities from a personalized activity group in the Service Manager Authoring Tool. Removing an activity from a group doesn't remove the activity from the Activity Library or from any other group.

Important

You can only remove activities from personalized activity groups. You can't remove activities from the default activity groups.

1. In the Activities Toolbox pane, right-click the group, and select Choose Activities.

2. In the Choose Activities for a Group dialog, scroll the list to find the activities you want to remove. Clear the checkboxes for the activities you want to remove, and select OK.

Delete a personalized activity group

Use this procedure to delete an activity group in the Service Manager Authoring Tool. If the activity group contains one or more subgroups, the subgroups will also be deleted. Deleting an activity group doesn't remove its member activities from the Activity Library or from any other groups.

Important

You can only delete personalized activity groups. You can't delete the default activity groups.

• In the Activities Toolbox pane, right-click the group, and select Delete Group.

Next steps

Review the Guidelines for creating custom activities in the Authoring Tool.