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Keeping your Forms and Flows in Sync
Forms that are used as steps in a workflow can be created in the Form or Flow designers. There are two approaches a designer can choose from when creating a flow:
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Limitations:
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New Form
The New Form palette control allows you to create a new form step in your workflow directly inside the flow designer. If you do not have an existing form for the step you require, drag & drop the New Form into your flow and create the step in place. This will launch the form designer where you can add controls to the form just as you would if you designed the form from the Forms Home page.
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Click anywhere in the General Setting section in the Properties Navigator on the left. This opens the Settings tab. Change the name of the step from the default to something meaningful in the Name field.
When you click on any step in the flow, a series of action icons displays depending on the step type. Creating a flow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:- Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the flow step and in the Properties Navigator on the left side of the designer.
- Clicking the
- Clicking the
- Clicking the
Existing Forms
The palette contains all of the forms that you have already created and which are listed in your current application's forms home page. You can use any form as a step in the flow. Adding an existing form to the flow creates a copy of that form. If you later edit the form from the forms home page, those changes will not affect the step in the flow. It remains as it was at the time you copied it into the flow. If you want to update the flow to have a new copy of the form, delete the form from the flow and drag it in again. You can also edit the form directly in the flow. Conversely these changes to the form inside the flow do not affect the original form in the form home page.
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Click to select it.
When you click on any step in the flow, a series of action icons displays depending on the step type. Creating a flow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:- Clicking the
- Clicking the
- Clicking the
When you add an existing form as a step in your flow:
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If the following properties are selected in your form, they will be unchanged when you drag and drop this form into a flow as one of the steps: Settings:
Style:
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Summary
Drag a Summary step anywhere in your flow. This will simply display a Summary view of all the data that has been entered into the various steps of the flow prior to the Summary step at runtime. Clicking on the Details button navigates to the selected step for viewing/editing.
Previously completed steps in a workflow can be viewed by all users but editing data is only allowed for the user that initiated the flow. For example, if the Summary step is part of a screenflow performed by the same user, editing is allowed when this user clicks on the Details button. Once the flow navigates to a different user, previous steps are rendered read-only and cannot be edited. Refer to Flow Processing Modes for more information.
The Print button is available on Summary steps by default. Refer to Printing Flows for the details.
When you click on the Summary step, you will see
The designer can specify a CSS class, a Button label and a Decorator for the Summary step on the Settings property tab.
The fields that display on the Summary Step are selected by the designer in the Summary wizard.
HTTP
Drag an HTTP step from the Palette and drop it anywhere in your flow. If you are adding it as the first step, drop it into the guide box. You will only see the guide box when adding the first step.
Click to select it.
When you click on any step in the flow, a series of action icons displays depending on the step type. Creating a flow step by dragging/dropping an HTTP shows these icons:
- Clicking the
- Clicking the
- Clicking the
HTTP Wait - Notify
HTTP Wait-Notify is a step, configured with a post url, that can be added to a flow. The flow data is posted to this url when the task is executed. A call back url is included in the post. The flow and task are suspended until the receiver posts back.
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This URL is used by the remote service to “wake” up the Live Forms flow. Any document actions configured will be performed and the Live Forms flow will resume. Flow visibility can be set to any of the choices.
You cannot reset a flow to an HTTP step. Look for a status of WAITING in the Audit Trail to find HTTP steps in a flow that are in a suspended state.
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