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- Create forms in the Forms designer and then drag the form(s) into the workflow as the steps (Existing Forms).
- Create the workflow by dragging a New Form from the palette and drop it onto the workflow canvas. Then click the
edit icon and create the form in the forms designer that opens up in the Workflow Designer.
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- The designer can go back and edit the forms in the forms designer then drag the updated forms into the workflow. If you choose to do this, then you have to redo any properties for that step. (assign users/roles, task information, Pending messages, customized Save and Continue buttons etc).
- Or you can update the form directly in the workflow by clicking the
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If you click on a form step in a workflow, you can download that step from the workflow as a standalone form and upload it into the Forms designer. Simply click on the step in the workflow then click the form icon. If you have designed your workflow using Linked Steps in a Workflow the icon to download the form step will only appear on the parent step.
The downloaded file is a _form.zip file and is named according to the convention shown below:
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Here is an example of the downloaded file for step 1 named Employee in a workflow named Vendor Quote.
This is an easy way to keep your forms and workflows in sync and reuse forms created/updated in the workflow designer in other workflows or as standalone forms.
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Drag the New Form from the palette and drop it into the guide box. You will only see the guide box when adding the first step.
Click to select it. A unique and arbitrary name will be generated automatically for the step--Step 29 for example. To change the name of the workflow step:
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 workflow, a series of action icons displays depending on the step type. Creating a workflow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:- 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 project's forms home page. You can use any form as a step in the workflow. Adding an existing form to the workflow 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 workflow. It remains as it was at the time you copied it into the workflow. If you want to update the workflow to have a new copy of the form, delete the form from the workflow and drag it in again. You can also edit the form directly in the workflow. Conversely these changes to the form inside the workflow do not affect the original form in the form home page.
Drag the existing Form from the palette and drop it into the guide box. You will only see the guide box when adding the first step.
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Click to select it.
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When you click on any step in the workflow, a series of action icons displays depending on the step type. Creating a workflow 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 workflow:
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Previously completed steps in a workflow can be viewed by all users but editing data is only allowed for the user that initiated the workflow. 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 workflow navigates to a different user, previous steps are rendered read-only and cannot be edited. Refer to Workflow Processing Modes for more information.
The Print button is available on Summary steps by default. Refer to Printing Workflows 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 workflow. 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 workflow, a series of action icons displays depending on the step type. Creating a workflow 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 workflow. The workflow data is posted to this url when the task is executed. A call back url is included in the post. The workflow and task are suspended until the receiver posts back.
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Now let’s take a look at a simple workflow that will accomplish the scenario described above. This workflow contains the Purchase Request form submitted by the company purchasing manager as the first step. The second step is an HTTP step which provides the url to the web component that handles collecting the signatures from all the required approvers. The third step is a Summary step. Remember the workflow will be suspended until all the approval signatures have been collected by the web component. The web program will then use the callback url to proceed to the Summary step of the workflow.
- Click on the HTTP step and open the Settings tab. Enter the URL for your post. In the image below, we are entering the URL to a remote test server running a service that can be used to test this feature: http://<server:port>/services/testwaitnotify.
- Configure Email or a post to a web application if required. These actions will be performed when the HTTP step is completed. Remember to slide the
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