CPS WebTips: Migrating Winshuttle Foundation Scripts to Evolve Studio

CPS WebTips: Migrating Winshuttle Foundation Scripts to Evolve Studio

CPS WebTips Winshuttle Evolve - Migrating Foundation Scripts to Evolve Studio (2)In this CPS WebTips session, you'll learn about migrating Winshuttle Foundation Scripts to Evolve Studio. If you are still deciding on upgrading vs. migrating to Evolve, our team has developed a free tool to analyze how many hours it will take to migrate your form and workflow solutions to Evolve. We can provide an estimate that will help you understand the level of effort it will take to migrate, whether we do the work or you do it. Continue reading the step by step:

 

Foundation - Download and prepare files: 

1. Transaction Scripts
  • Select transaction script dropdown located at end of script name 
  • Select Download a Copy 
2. Data Templates  
  • Select Data template dropdown located at end of Excel name  
  • Select Download a Copy 
  • Open excel file 
  • Right click on TAB at bottom select Unhide 
  • Select “WinshuttleStudio” sheet, right click on WinshuttleStudio TAB and select Delete 
  • If you're looking for other tips & tricks on the Winshuttle platform, you can find a library of recent CPS WebTips here

    Save updated excel data file

 Studio – Open Winshuttle Studio 

 

1. Account (Optional) 
  • Select File TAB at top 
  • Account - confirm Evolve site and App are correct – Switch if needed 
2. Open Script 
  • Select File TAB at top 
  • Select Computer -> Browse -> Downloads -> Select File -> Open 
3. Map Data Template 
  • Select Map Tab at top 
  • Under Data Set select “Open different data file” 
  • Select Downloads -> Select excel data file -> Open 
  • Pop Up Confirmation – Do you want to save your changes to Untitled? = “No” 
4. Save Script 
  • Select File TAB at top 
  • Select Save on left menu 
  • Select Version dropdown: Transaction v11.0 or above 
  • Select Save Script File 
5. Evolve 
  • Select Evolve TAB 
  • Select Submit in ribbon 
  • Submit Wizard: 
    • Script Information: Verify – Solution name, Description, Sheet -> Next 
    • Data Template: Verify - Template Path and Solution name -> Next 
    • Solution File Workflow: Verify – Review process, Destination, and Reviewer -> Next 
    • Supporting Documents: Add any documents -> Next 
    • Summary: Verify – Script info, Data Template, Solution File Workflow, Supporting Docs, & Destination -> Submit 
    • Information – The files have been successfully submitted. -> OK 
6. My Workflow Tasks 
  • Select File TAB at top 
  • My Workflow Tasks on left menu 
  • Actions: Approve 

Evolve - Open Winshuttle Evolve 

1. Solutions – Library 
  • Select App from dropdown 
  • Select Solutions on left menu 
  • Select Library 
  • Verify script 
2. Templates 
  • Select Templates on left menu 
  • Select Excel 
  • Verify data template 

Watch the entire WebTips session focusing on migrating Winshuttle Foundation Scripts to Evolve Studio 20.2:


Visit our entire Winshuttle WebTips library on our YouTube Channel.

Still have questions regarding this topic or any other Winshuttle features? Contact the CPS experts.

Not subscribed to CPS WebTips? Subscribe here.

 

Clear Process Solutions | Making the complex simple

Posted: 4/07/2022 1:26:24 PM by Steve Bertrand | with 0 comments

Filed under: Winshuttle, Winshuttle Training, WebTips

Recent Posts