Automate

Hi,

I'm looking to incorporate PowerShell scripts into our Evolve workflow to do various things that we do today in JavaScript or rules when a task is opened.  I'd like to use PowerShell to do these items to help automate the process (unless there are other options to do this in the workflow).  Our IT department wants documentation from Precisely on how this works and setup on the Evolve Servers.  I haven't been able to find anything myself.  I'm wondering if anyone else has any documentation on this by chance that we can utilize or if I need to create a support ticket?

Any guidance would be appreciated!

Thank you,

Hi Julie 

Not my area of expertise. Hopefully others can weigh in. 

From the doc

You can do background processing via a plugin to run powershell:  https://help.precisely.com/r/t/1016755548/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Execute-Powershell-Plug-in

You can execute Powershell from a button - but it has to be something that can be run in the foreground - example in the doc: https://help.precisely.com/r/t/1016755490/2026-05-11/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Button-Element-Properties

I believe you can also call Powershell from JavaScript, but perhaps that negates what you're wanting to do?

To better help you, can you give us some examples of what you would want to do in Powershell vs JavaScript? What actions are you trying to swap out?

Best Regards,

Sigrid

Hi Sigrid,

we want to run rules and validations as well as enrich data via the workflow instead of needing the form to be opened to trigger the JavaScript.  I've used Powershell before for this at another company but ours needs technical docs on how it needs to be setup on the servers and I can't find that.

Thanks,

Julie

Hi Julie,

Thanks for your message.

You can try PowerShell scripts  from Evolve using the Execute PowerShell plug-in.

• The .ps1 file must reside on the Evolve server (or a location accessible to the Evolve application/service account).
• The script path is specified in the plug-in's Command property.
• Script output can be returned to Evolve using the plug-in's OutputColumn property.
• The returned value can then be used with Set Form Data or Deferred Set Form Data plug-ins to update workflow/form fields.

Server-side considerations for IT

1. The Evolve application/service account must have permissions to:
• Read and execute the PowerShell script.
• Access any folders, network shares, databases, APIs, or files used by the script.
2. One of the most common causes of failures is:
• Evolve not having permission to access the PowerShell script file.
• Reviewing Evolve DEBUG logs is recommended when troubleshooting execution issues.
3. You must have a script runner role on Evolve to run a file on a production server.
   
   
   https://help.precisely.com/r/t/1016755548/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Execute-Powershell-Plug-in.

Thanks

Jagat Kaushal