Keeping your Forms and Workflows in Sync

Forms that are used as steps in a workflow can be created in the Form or Workflow designers. There are two approaches a designer can choose from when creating a workflow:

1. Create forms in the Forms designer and then drag the form(s) into the workflow as the steps (Existing Forms).

2. Create the workflow by dragging a New Form from the palette and drop it onto the workflow canvas. Then click the

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   edit icon and create the form in the forms designer that opens up in the Workflow Designer.

There are pros and cons to each approach when you need to make small updates to one of the steps of your workflow:.

• 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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   edit icon. This approach is quicker but the changes that you make to the form from within the workflow designer DO NOT update the form in the Forms designer.

Let's say you create the perfect form step in a workflow and now you want to use it in another workflow. How do you extract the form step from the workflow so that it is available in the Forms designer?

 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:

• the workflow name

• the version number of the form step plus 1

• _flow step name

• _form.zip

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. Form actions and Doc actions, excluding Doc URIs, are copied to the extracted form if that step in the workflow was an existing form that was dragged into the workflow and that form had configured actions. Activity doc actions are retained. Email Activity doc actions are copied to the Additional Email tab in the extracted form. Doc Uris are cleared when applied to a form that is created in the forms designer then dragged into the workflow designer as a step. Designers will have to manually add them to the extracted form.

Limitations:

• PDF mappings from the workflow will NOT be included in the download of the extracted step.

New Form

The New Form palette control allows you to create a new form step in your workflow directly inside the Workflow Designer. If you do not have an existing form for the step you require, drag & drop the New Form into your workflow 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.

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:

  • - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the workflow step and in the Properties Navigator on the left side of the designer. 

    • Clicking the

      Edit Step Properties icon on a workflow step displays tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location.
      
      

    • Clicking the 

      Edit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.

  • - Chain link icon - Click this icon to create Linked Steps. Refer to Linked Steps in a Workflow for a discussion of this Workflow Design pattern and when you should use it.

  • - Download Arrow over bar - Use this icon to download the step of the workflow as a standalone form. You may want to do this if you update the step in the workflow designer and you want to keep your Forms and Workflow libraries in sync.

  • -  Pencil icon - Click this icon to make changes to a workflow step. The form will open in the Forms Designer inside of the Workflow Designer. Remember, the form in the Workflow Designer is a copy and any form changes will not automatically sync up with the original form in your Forms library.

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    - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

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.

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 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 workflow step and in the Properties Navigator on the left side of the designer. 

  • Clicking the

    Edit Step Properties icon on a workflow step displays property tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location.
    
    

  • Clicking the 

    Edit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.

• - Chain link icon - Click this icon to create Linked Steps. Refer to Linked Steps in a Workflow for a discussion of this Workflow Design pattern and when you should use it.

• - Download Arrow over bar - Use this icon to download the step of the workflow as a standalone form. You may want to do this if you update the step in the workflow designer and you want to keep your Forms and Workflow libraries in sync.

• -  Pencil icon - Click this icon to make changes to a workflow step. The form will open in the Forms Designer inside of the Workflow Designer. Remember, the form in the Workflow Designer is a copy and any form changes will not automatically sync up with the original form in your Forms library.

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  - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

When you add an existing form as a step in your workflow:

• PDF mappings associated with the form will be copied to the workflow

• If the form has a configured Email data to a specified location doc action it will be copied to the Email tab for that step.

• If the Email data to a specified address wizard is empty but an Additional Email doc action is configured, it will be copied to the Email tab for that step.
  
  
  

If the following properties are selected in your form, they will be unchanged when you drag and drop this form into a workflow as one of the steps:

Settings:

• Save/Load

• Task Info

• Allow Sign Pad

• Printable

Style:

• Orientation

Summary

Drag a Summary step anywhere in your workflow. This will simply display a Summary view of all the data that has been entered into the various steps of the workflow 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 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.