Page Comparison

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1. Logon to your  tenant as the designer. 
   
   

2. Click the  New icon to add a new application.
   
   
   
   
3. Click the  Properties icon. Change the name of the application to My Company HR. Click Update. 
   
   
   
   
4. Click the  Edit icon for the My Company HR application. 
   
   
   
   
5. Click the  New icon to create the Leave Approval form. 
   
   
   
   
6. The New Form wizard displays listing any forms that have been published as templates. SInce there are none listed, click Finish to accept the Blank template for your form.. 
   
   
   
   
7. Change the name of the form to Leave Approval Form on the form Properties pane. 
   
   
8. Drag a Message control from the palette and drop it onto the canvas when you see the green double drop arrows. 
   
   
   
   

9. Change the Message text to Leave Approval. Change the Message Type to None by selecting it from the dropdown. 
   
   
   
   

10. Click the Style tab on the Properties pane for the Message control. Type blue for the Background color, white for the Label Color. Select large for the Label Size. Check the Bold and Center checkboxes, if desired. 
    
    

11. Drag a Section control from the palette and drop it below the Message control. Look for the  green up arrow. 

    
    
    

12. Click on the section label and change it to Employee Information. 
    
    
13. Drag a Text control from the palette and drop it into the Section control when you see the green double drop arrows. 
    
    
    
    
14. Click on the properties tab for this text control. Click on the Styles tab. Change the width of the control by selecting 6 columns on the grid. Click on the text control label and change it to First Name.
    
    
    
    
15. Check the Required property on the Settings tab for the First Name control. 
    
    
    
    
16.  Drag a second text control from the palette over the first name and drop it when you see the  right green arrow. This should position the second text control to the right of the first one. 
    
    
    
    
17. Click on the second text control label and change the label to Last Name. 
    
    
    
    
18. Drag a third text control from the palette over the Last Name control. Drop it when you see the  right green arrow. Using the Email takes advantage of built-in validation:
    
    
     

19. Click on the third text control label and change the label to Manager Id. 
    
    
    
    

20. Drag an Email control to the right of the Manager Id control. Drop it when you see the  green right arrow.  The
    
    
    
    

21. Click on the Email control label and change the label to Email. Check the Required property on the Settings tab.
    
    
    
    
22. Click the  Preview Form icon on the designer toolbar to see how your form will look to users. 
    
    
    
    
23.  Click the Close this Window now link to return to the designer from Preview mode. 
    
    
    
    
24. Click the  Save and exit icon to save work you have done so far. 
    
    
    
    
25. Continue with the instructions to add the Leave Request Section to the form. 

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1. Click the   Test icon. 
   
   
   
   
2. Fill in the information in the Employee Information and Leave Request sections.
3. Check Sick for the Type of Leave.
4. Verify that the Certification control displays when the Sick option is selected as the Type of Leave option and that it is hidden when any of the other choices are checked.
5. Click the Sign this Section button to sign the form as the logged in user, in this case, the designer. 
6. Click submit.

Notice that you must fill in all required fields in order for the submit button to be enabled.

Now that you have created your first form, follow these step by step instructions to create a Leave Approval workflow.

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1. Detailed information about all of the features and  functions available with  can be found in the User's Guide. For example, you can find the details about such topics as:
   1. Where does the form data go when the user clicks the submit button? This is controlled by your form's Doc Action. A common action is to Email data to a specified address
   2. What does the user see when they click the submit button? This is controlled by your form's Form Action .
   3. Want to make your form accessible to everyone?  The owning designer always has access to the form but may configure selected users and/or roles (i.e. users with these roles) to have runtime access to the form. See how to make your form's visibility private, public in tenant, public or custom.

   4. Want to add some colors or tighten up your forms layout? The Layouts and Styles tab enables you to customize the style of your forms & workflows so that they fit into the look & feel of an existing web application.

   5. Want to create forms/flows that do cool things?  See the Business Rules chapter for the details and examples of how to add behaviors to your forms/flows.

2. Eventually you will want to integate your new  forms and flows into your existing web application or with other products such as a Database, BPM product, SOA, Web Services.  Because  is XML compliant and schema aware this is a straight forward task.  See Integration for details.

    

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