Welcome About this Help Who should read this Help? Additional information About Workbench ES Related software What's new About the user interface Perspectives Views Editors Before You Begin Process and form planning Assembling a development team Development process Logging In to a LiveCycle ES Server Logging in Configuring server connections Logging out User permissions Creating Your First LiveCycle ES Application Introduction Stepping through this tutorial Audience Requirements Before you begin Identify the business process Determine process details Understanding your environment Setting Up Your LiveCycle Workbench ES Environment Logging in to a LiveCycle ES server Logging out of a LiveCycle ES server Working with perspectives Setting up assets Creating folders Adding assets Creating a Form Design Using a prebuilt form design Creating a new form design Adding a logo to your form design Saving your form design Previewing your form design Adding a title to your form design Adding form instructions to your form design Adding headings to your form design Adding fields to your form design using a schema Changing Text Field types to Drop-down List types Using your form design in LiveCycle Workspace ES Editing captions in your form design Enhancing the appearance of your form design Changing the position of fields Changing field sizes Changing spacing for captions Changing fonts Adding default values Formatting field values Changing a field to use combs Adding calculations to your form design Testing form designs Creating a Process Creating the process to handle mortgage applications Editing your process version for the mortgage application process Renaming your pool Adding a swimlane Saving your process version Modifying your swimlanes Defining variables for your process version Defining operations in your process diagram Assigning values to variables in your process version Setting operation properties in your process version Drawing routes in your process diagram Activating your process version for the mortgage application process as a service Exporting and Importing a LiveCycle ES Application Exporting your application Importing your application Configuring a Service Accessing Applications and Services Creating a category for the MortgageLoan service Configuring your service to be used from LiveCycle Workspace ES Testing a Service Using LiveCycle Workspace ES Logging in to LiveCycle Workspace ES Starting a mortgage application Verifying mortgage application routing LiveCycle ES Samples Creating Forms Opening the LiveCycle Form Design perspective Creating the folder structure Creating the form design Saving the form design Previewing and testing the form design Preparing the form design to work with Process Management ES Where to find more information Creating Processes Getting started Opening the LiveCycle Process Design perspective LiveCycle Process Design perspective views Process concepts Services Process diagrams Swimlanes and pools Operations Routes Events Event types Event categories About throwing event types About receiving and catching event types Event catches Event receives Start points Branches Gateways Abstract modelling elements Process data Process variables Configuration parameters Process input and output data Process data exposed to users Process data model Access to process data Process design guidelines Order of implementation Process designs for reuse Reuse of variables Process organization Process categories Processes Process versions Process execution Process instances Process life cycle Short-lived processes and long-lived processes Operation and branch compatibility Transactions Transactions and branches Transactions and operations Run-time errors Execution errors Implementation errors Adding processes to the Processes view Creating new processes Creating processes from existing process versions Creating process versions Creating process versions from existing process versions Saving process versions Managing categories Creating and deleting categories Moving processes and services between categories Drawing process diagrams Adding, defining, and deleting abstract modelling elements Adding and deleting operations Working with routes Adding and deleting routes Modifying route shapes Modifying route labels Working with events Adding event throws, receives, and start points Adding event catches Handling event catches Setting an event as the start activity Deleting events Working with gateway elements Adding and deleting gateway elements Adding, editing, deleting, and copying branches Adding elements to gateway branches Improving the readability of a process diagram Modifying pools Adding, modifying, and deleting swimlanes Adding, modifying, and deleting annotation elements Simplifying the process of drawing process diagrams Copying elements Aligning elements Changing the magnification of process diagrams Navigating process diagrams using the Process Overview view Process diagram modeling examples Sequential routing Parallel branches Synchronization Conditional routing Simple merge Multi-choice Synchronizing merge Multi-merge Loops Process completion Multiple independent instances Multiple instances synchronization Implementing business logic Using variables to store process data Creating variables Editing variables Deleting variables Specifying the start activity of a process Decision making for routes Routing condition format Adding and modifying routing conditions Specifying the order of routes Input and output data for operations Configuring input and output data Data coercion Specifying template expressions Configuring events to control flow in a process Configuring asynchronous and timer event catches Configuring event throws Configuring event receives Configuring event start points Creating event filters Storing event data Designing human-centric processes Human-centric processes at run time Forms and form data Types of forms Variables for form data Configuring variables for form data Specifying the form Specifying default form data Specifying forms that invoke processes Configuring render and submit services for form variables Expressing property values for render and submit services Using custom render and submit services Reusing render and submit configurations Involving users in the process Assigning tasks to users or groups Assigning tasks to specific users Assigning tasks to groups Assigning tasks using XPath expressions Reassigning tasks for out-of-office users Associating forms and form data with tasks Saving task and form data upon completion Configuring task functionality Providing task instructions Forcing the opening of tasks for completion Setting time constraints About business calendars Sending reminders about tasks Setting deadlines for tasks Escalating tasks Overriding task notification settings Creating email templates Workspace ES URL parameters Configuring task delegations and consultations Configuring the sharing of forwarded tasks Configuring access to task functionality Configuring attachments and notes Specifying task priority Using route names as submit options Best practices for Workspace ES Category names Number of process cards per category Card information Card titles Task instructions on task cards Image size in process cards Email notifications Document attributes for attachments and notes Working with certified signatures in forms with LiveCycle Workspace ES Modifying the Render PDF Form ES Update1 process to use certified signatures in a form with Workspace ES Usingcertified forms with Acrobat or Adobe Reader version 6 or earlier Working with form data The data model and XML forms Adding data nodes to form variables Displaying the form data model in XPath Builder Creating XPath expressions XPath Builder Building expressions by using XPath Builder Editing text in the expression work area Building simple XPath expressions Building XPath expressions that use functions Building XPath expressions that use operators Example XPath expressions Retrieving form field values Changing values in form data Retrieving node sets Converting data types Accessing data in data collections Using XPath expressions as list indexes and map keys Managing event types Displaying the properties of event types Creating custom event types Setting up templates for event data and messages Event data templates Event message templates Organizing event types Displaying event types in categories or groups Creating and modifying event groups Deleting event types Exporting and importing event types Activating and deactivating event types Managing process versions Opening and closing process versions Modifying process versions Activating and deactivating process versions Exporting and importing process versions Exporting process versions Importing process versions Protecting process versions Locking and unlocking process versions Deleting processes and process versions Testing and troubleshooting process versions Validating process versions Performing validations Reviewing validation messages Customizing validation behavior Validation message reference WBP-001 WBP-003 WBP-007 WBP-008 WBP-009 WBP-010 WBP-013 WBP-018 WBP-019 WBP-020 WBP-033 WBP-034 WBP-035 WBP-036 WBP-037 WBP-038 WBP-039 WBP-040 WBP-101 WBP-102 WBP-104 WBP-105 WBP-107 WBP-109 WBP-110 WBP-111 WBP-112 WBP-114 WBP-120 WBP-150 WBP-151 WBP-170 WBP-177 WBP-178 WBP-179 WBP-180 WBP-181 WBP-182 WBP-183 WBP-184 Recording and playing back process versions Enabling and disabling recording Invoking process versions Invoking processes directly Invoking processes using endpoints Playing back process recordings Opening recordings in playback mode Playing recordings Interpreting recordings Deleting recordings Customizing record and playback behavior Testing using realistic scenarios Test cases to consider Handling errors in the production environment Monitoring variables using the Variable Logger service Handling errors using exception event catches Handling situational errors using the Stall service Inspecting application server logs Upgrading processes About workflow types in LiveCycle ES About support for LiveCycle 7.x QPACs Reasons for upgrading About the Process Upgrade Tool QPACs not supported by the Process Upgrade Tool Status messages and upgrade problems Upgrade definition files Subprocesses as action replacements Performing upgrades Registering the location of upgrade definition files Activating processes that Chained Process actions target Running the Process Upgrade Tool Manually configuring deployed processes for User QPACs Configuring variables for forms LiveCycle 7.x backward compatibility XML file Configuring XPath expressions for form variables Configuring invocation endpoints Modifying the LC7UpgradeSubmit process Modifying the LC7UpgradeRender process Modifying processes that use multiple Init-Form variables Modifying processes that use multiple input form variables Modifying processes that use choice lists in Init-Form variables Modifying processes that use XDP forms Modifying processes that use the Script QPAC Handling upgrade problems Reviewing upgrade problems Seeing detailed problem descriptions Upgrading custom QPACs Deploying QPACs QPAC mappings reference QPAC deployment property mappings Variable and initiation form mappings Common property mappings LiveCycle Assembler Assembler CreateDocumentList LiveCycle Barcoded Forms LiveCycle Document Security AddSignatureField Apply Policy To Document Certify Encrypt For Recipients EncryptForRecipientsBinary Encrypt With Password Remove Encryption from Document Sign Verify LiveCycle Forms Form Server Render Form Form Server Submit Form LiveCycle PDF Generator ConvertPDF CreatePDF CreatePDFFromURL LiveCycle Policy Server LiveCycle Print Form Server Print LiveCycle Reader Extensions Reader Extensions (no security and credential security) Reader Extensions (password security) Reader Extensions (policy security) LiveCycle Workflow Chained Process Decision Point Script Set Value Stall User Wait Point Standards-Based Email with Attachments EmailReceiver FTP SQL LDAP Search Queue Receiver Queue Sender JMS Topic Publisher Web Service Implementing retry loops Variable types reference Common variable properties ActivityGuideRenderSpec Datatype specific settings AssemblerOptionSpec Datatype specific settings AssemblerResult binary boolean Datatype specific settings byte Business Calendar Date Datatype specific settings Certificate Encryption Option Spec Character Set (Barcoded Forms) Character Set (File Utilities) Create3dPDFResult Credential Datatype specific settings CRLOptionSpec Datatype specific settings date dateTime decimal Delimiter DeliveryMode Datatype specific settings document DocInfo Document Form Datatype specific settings Advanced Settings double Encryption Identity EncryptionTypeResult FieldMDPOptionSpec Datatype specific settings float Form Datatype specific settings Advanced settings Schema settings FormsResult FTP FileInfo Group HashAlgorithm Datatype specific settings HTMLRenderSpec Datatype specific settings ILoginSettings.LoginMode int lc7form list LoginMode long map MessageFormatEnum MessagePayloadType Datatype specific settings MDPPermissions Datatype specific settings object OCSPOptionSpec Datatype specific settings OutputResult Password Encryption Option Spec Datatype specific settings Password Encryption Type PathValidationOptionSpec Datatype specific settings PDFAConformance PDFAConversionOptionSpec Datatype specific settings PDFAConversionResult PDFARevisionNumber PDFAValidationOptionSpec Datatype specific settings PDFAValidationResult PDFFormRenderSpec Datatype specific settings PDFLegalWarnings PDFOutputOptionsSpec PDFPropertiesOptionSpec PDFPropertiesResult PDFSeedValueOptionSpec Datatype specific settings PDFSignature PDFSignatureAppearanceOptionSpec Datatype specific settings PDFSignatureField PDFSignatureFieldProperties PDFSignatureVerificationResult PDFUtilitySaveMode PositionRectangle Datatype specific settings Principal Reference PrintedOutputOptionsSpec PrinterProtocol PrintFormat Priority Datatype specific settings PSLevel ReaderExtensionsOptionSpec Datatype specific settings Reason ReceiveProtocolEnum Datatype specific settings RelationInfo RenderOptionsSpec-FormsService RenderOptionsSpec-OutputService RevocationCheckStyle Datatype specific settings short string Datatype definition Datatype specific settings Task Date Task Deadline Datatype specific settings Task Delegate and Consult Datatype specific settings Task Reminder Datatype specific settings Task Routes and Priority Datatype specific settings Task User Selection Datatype specific settings ToImageOptionsSpec ToPSOptionsSpec TransferModeEnum TransformationFormat TransformTo Datatype specific settings TransportSecurityEnum Datatype specific settings TSPOptionSpec Datatype specific settings UpdateVersionType URLSpec Datatype specific settings User VerificationTime Datatype specific settings xfaForm Datatype specific settings Advanced settings Schema Settings xml Datatype specific settings XMLFormat XMLSignatureVerificationResult XMPUtilityMetadata Find Type Service reference Configuring for proxy servers About deprecated operations Common operation properties Process services invoke Assembler invokeDDX invokeOneDocument Assembler exceptions About Assembler DDX Editor Barcoded Forms Decode Extract to XML Barcoded Forms exceptions Content Repository Connector for EMC Documentum Create folders Create Relationship Get Related Retrieve Content Store Content Content Repository Connector for EMC Documentum exceptions Content Repository Connector for IBM Content Manager Create item Create Relationship Get Related Items Retrieve Item Search Items Update Item Content Repository Connector for IBM Content Manager exceptions Content Repository Connector for IBM FileNet Create folders Create Relationship Get Related Retrieve Content Store Content Content Repository Connector for IBM FileNet exceptions Convert PDF toImage (deprecated) toImage2 toPS (deprecated) toPS2 unzipArchive (deprecated) Convert PDF exceptions Decision Point execute Default Render ES Update1 invoke Distiller CreatePDF (Deprecated) CreatePDF2 Distiller exceptions DocConverter isPDFA toPDFA DocConverter exceptions Document Management copyContent createAssociation createSpace createSpaceFromTemplate deleteContent getAssociated getContentAttributes moveContent retrieveContent setContentAttributes About Select Aspects storeContent Email Email service configuration Receive Send With Document Send With Map of Attachments Email exceptions About Message Body Editor About Attachments Encryption Certificate Encrypt PDF Get PDF Encryption Type Password Encrypt PDF Remove PDF Certificate Encryption Remove PDF Password Encryption Unlock Certificate Encrypted PDF Unlock Password Encrypted PDF Encryption exceptions Execute Script executeScript patExecContext reference getProcessId getBranchId getActionId getProcessDataBooleanValue getProcessDataShortValue getProcessDataIntValue getProcessDataLongValue getProcessDataDoubleValue getProcessDataFloatValue getProcessDataStringValue getProcessDataDocumentValue getProcessDataListValue getProcessDataMapValue getProcessDataValue setProcessDataBooleanValue setProcessDataShortValue setProcessDataIntValue setProcessDataLongValue setProcessDataDoubleValue setProcessDataListValue appendToProcessDataListValue setProcessDataListValue removeProcessDataListValue setProcessDataMapValue appendProcessDataMapValue setProcessDataMapValue removeProcessDataMapValue setProcessDataFloatValue setProcessDataStringValue setProcessDataDocumentValue setProcessDataValue setProcessDataWithExpression getContainedDataTypeForCollection getProcessDataValueByVariableName File Utilities Delete Exists Find Is Absolute Is Directory Is File Is Hidden Make Directory Make Directory Tree Read Document Read String Read XML Rename To Set Read Only Write Document Write String Write XML Regular expressions syntax File Utilities exceptions Form Augmenter Get value of a form field Inject Form Bridge Insert Workflow XFO Data Lookup and Insert Workflow XFO Data Remove Data Fields Form Augmenterexceptions Form Data Integration export Data import Data Form Data Integration exceptions Forms processFormSubmission renderFormGuide renderHTMLForm renderPDFForm Forms exceptions FTP FTP service configuration Delete file Get Get list of files Get multiple documents Get to file system Put Put from file system Put multiple documents FTP Exceptions Generate 3D PDF Create3d PDF Create3d PDFCustom Generate 3D PDF exceptions Generate 3D PDF XML Schema Definitions Generate PDF CreatePDF (Deprecated) CreatePDF2 ExportPDF (Deprecated) ExportPDF2 HtmlFileToPDF HtmlToPDF (Deprecated) HtmlToPDF2 Generate PDF exceptions JDBC JDBC service configuration Call Stored Procedure Execute SQL Statement Query for Multiple Rows as XML Query Single Row About Callable Statement Info Editor About SQL Statement Info Editor About XML Document Info Editor JMS JMS service configuration Publish Message On Topic Receive Message From Queue Send Message To Queue About Message Properties    Editor About Message Selector Editor LDAP LDAP service configuration LDAP Query LDAP Query to XML About LDAP Query Options Editor About Search Query Builder Search filter syntax Output generatePDFOutput generatePrintedOutput LPRPrint (deprecated) print (deprecated) sendToPrinter transformPDF Output exceptions PDF Utilities Clone PDF Convert PDF to XDP Convert XDP to PDF Get PDF Properties Get PDF Save Mode Multiple Clone of PDF Set PDF Save Mode PDF Utilities exceptions Print PDF Package Invoke Process Engine Connector for IBM FileNet Dispatch Workflow Step Retrieve Workflow Step Parameters Set Workflow Step Parameters Reader Extensions Apply Usage Rights Remove Usage Rights Reader Extensions exceptions Render Form Guide ES Update1 invoke Render HTML Form ES Update1 invoke Render PDF Form ES Update1 invoke Repository Read Resource Content Repository Exceptions Rights Management Apply policy Create policy from template Get license identifier Remove policy security Revoke license Switch policy Unlock policy protected PDF Unrevoke license Update policy Rights Management exceptions About Add Users and Groups Set Value execute Signature Signature service configuration Add Invisible Signature Field Add Visible Signature Field Certify PDF Clear Signature Field Get Certifying Signature Field Get Legal Attestation Get Signature Get Signature Field List Get Signed Version Modify Signature Field Remove Signature Field Sign Signature Field Verify PDF Signature Verify XML Signature Signature exceptions About SPI Properties About Add Subject DN Stall execute Submit Form Guide ES Update1 invoke Submit HTML Form ES Update1 invoke Submit PDF Form ES Update1 invoke User Assign Task User exceptions About Select User About Select Group About Email Template Editor User Lookup Find Group Find Groups Find User Find Users findGroupMembers User Lookup Exceptions Variable Logger log Variable Logger exceptions Wait Point businessCalendarWait scheduleWait Web Service Invoke Web Service About Web Service Settings About SOAP invocation messages XMP Utilities Export Metadata Import Metadata Export XMP Import XMP XMP Utilities exceptions XSLT Transformation XSLT Transformation service configuration Transform Transform using XSLT(URL) XSLT Transformation exceptions About XSLT Source Text Input and Testing XPath function reference Special characters in function syntax Boolean functions boolean false not true Collection functions empty-list empty-map get-map-keys get-collection-size get-map-values get-map-values-for-keys Date-Time functions add-days-to-date add-days-to-dateTime add-hours-to-dateTime add-minutes-to-dateTime add-months-to-date add-months-to-dateTime add-seconds-to-dateTime add-years-to-date add-years-to-dateTime current-date current-dateTime current-time date-equal date-greater-than date-less-than dateTime-equal dateTime-greater-than dateTime-less-than get-day-from-date get-day-from-dateTime get-days-from-date-difference get-days-from-dateTime-difference get-hours-from-dateTime get-hours-from-dateTime-difference get-hours-from-time get-minutes-from-dateTime get-minutes-from-dateTime-difference get-minutes-from-time get-month-from-date get-month-from-dateTime get-months-from-date-difference get-months-from-dateTime-difference get-seconds-from-dateTime get-seconds-from-dateTime-difference get-seconds-from-time get-timezone-from-date get-timezone-from-dateTime get-timezone-from-time get-year-from-date get-year-from-dateTime get-years-from-dateTime-difference get-years-from-date-difference format-date format-dateTime parse-date parse-dateTime time-equal time-greater-than time-less-than Document functions getDocLength getDocAttribute setDocAttribute getDocContentType setDocContentType getDocContentBase64 getDocFromBase64 Miscellaneous deserialize is-null serialize Node set functions count last position sum Number functions ceiling floor number round String functions concat contains ends-with lower-case normalize-space starts-with string substring-after substring-before substring string-length translate upper-case Operators Date and time parameters Event type reference Asynchronous event types RMAdminEvent RMDocumentEvent RMErrorEvent RMPolicyEvent RMPolicySetEvent RMServerEvent RMUserEvent TaskAttachmentAdded TaskAttachmentDeleted TaskAttachmentInfoUpdated TaskAttachmentUpdated TaskCancelled TaskClaimed TaskCompleted TaskCompletedWithData TaskConsulted TaskCreated TaskDeadlined TaskEscalated TaskFormDataSaved TaskForwarded TaskLocked TaskReassigned TaskRejected TaskReminderSent TaskShared TaskTerminated TaskUnlocked TaskVisibilityChange Exception event types Exception Timer event types Creating Device Profiles About XDC files XDC file contents Role of XDC files Role of XDC Editor files in LiveCycle Output ES server Role of XDC files in LiveCycle Designer ES Selecting paper type for a master page Selecting fonts applied to text Determining whether you need to modify the Designer.xdc file Considerations for printing a form using the installed XDC files Adding new paper types to the Designer.xdc file XDC files installed with LiveCycle ES Template XDC files for generic print description languages Sample XDC files for use with specific printers XDC file storage Creating and modifying XDC files Before you begin Copying sample and template XDC files to your local hard drive Finding documentation for your printer Opening an XDC file Opening an XDC file in LiveCycle Workbench ES Specifying a name for the XDC file Specifying media and trays Determining or specifying the media used by a form Identifying your printer's input tray numbers Obtaining information from your printer's manual Obtaining information from your printer Obtaining information from your printer's PPD file (PostScript printers) Adding or changing media and tray mapping entries (input trays) (PostScript- and PCL-based XDC files) Adding or changing output trays Specifying font descriptions Preparing to add fonts Determining which fonts are resident on a printer Designing a form to use printer-resident fonts Identifying escape sequences that specify printer-resident fonts (PCL only) Adding fonts to XDC files Specifying printer capabilities Specifying the language supported by a printer Specifying RFID characteristics (for printers that support ZPL only) Specifying sequences About PDL sequences Predefined variables Use of variables in sequences Encoding PCL sequences Modifying sequences Deploying XDC files Deploying XDC files to LiveCycle Designer ES installations Making XDC files available to LiveCycle Output ES Determining PCL font sequences About escape sequences that specify printer-resident fonts Text-parsing method for fonts Character encoding Font characteristics Combining escape sequences Combined sequence that specifies the Courier font Combined sequence that specifies the Coronet font Quick Starts LiveCycle Designer Quick Starts Process Quick Starts Assigning tasks based on roles Using form data with multiple forms Assembling multiple documents Certifying policy-protected documents Throwing events to initiate processes Using Barcode Data in Processes Rendering Adobe XML forms as form guides Rendering Adobe XML forms as HTML forms Rendering Adobe XML forms as PDF forms Leveraging Flex applications in LiveCycle Workspace ES Leveraging Acrobat forms in LiveCycle Workspace ES Managing Resources About resource synchronization Opening the Resources view Filtering resources Ensuring the PDF icon is displayed Creating folders and resources Viewing resource relationships Deleting resources Working with file versions Viewing the version history Adding newer versions of files Using older versions of files Copying files Setting access permissions About access permissions Viewing and changing access permissions Adding access permissions Adding different permissions to different subfolders Removing access permissions Locking and unlocking resources Displaying resource properties Exporting Processes and Resources Archive files Creating archive files Updating archive files Avoiding socket timeouts when creating archives Managing Components and Services Opening the Components view Installing components Patching components Starting components and services Activating services Editing service configurations Changing the category of a service Removing service configurations Stopping components and services Deactivating services Uninstalling components Customizing Perspectives Moving views Saving perspectives Restoring perspectives Copyright and trademark notices Welcome About this Help Who should read this Help? Additional information About Workbench ES Related software What's new About the user interface Perspectives Views Editors Before You Begin Process and form planning Assembling a development team Development process Logging In to a LiveCycle ES Server Logging in Configuring server connections Logging out User permissions Creating Your First LiveCycle ES Application Introduction Stepping through this tutorial Audience Requirements Before you begin Identify the business process Determine process details Understanding your environment Setting Up Your LiveCycle Workbench ES Environment Logging in to a LiveCycle ES server Logging out of a LiveCycle ES server Working with perspectives Setting up assets Creating folders Adding assets Creating a Form Design Using a prebuilt form design Creating a new form design Adding a logo to your form design Saving your form design Previewing your form design Adding a title to your form design Adding form instructions to your form design Adding headings to your form design Adding fields to your form design using a schema Changing Text Field types to Drop-down List types Using your form design in LiveCycle Workspace ES Editing captions in your form design Enhancing the appearance of your form design Changing the position of fields Changing field sizes Changing spacing for captions Changing fonts Adding default values Formatting field values Changing a field to use combs Adding calculations to your form design Testing form designs Creating a Process Creating the process to handle mortgage applications Editing your process version for the mortgage application process Renaming your pool Adding a swimlane Saving your process version Modifying your swimlanes Defining variables for your process version Defining operations in your process diagram Assigning values to variables in your process version Setting operation properties in your process version Drawing routes in your process diagram Activating your process version for the mortgage application process as a service Exporting and Importing a LiveCycle ES Application Exporting your application Importing your application Configuring a Service Accessing Applications and Services Creating a category for the MortgageLoan service Configuring your service to be used from LiveCycle Workspace ES Testing a Service Using LiveCycle Workspace ES Logging in to LiveCycle Workspace ES Starting a mortgage application Verifying mortgage application routing LiveCycle ES Samples Creating Forms Opening the LiveCycle Form Design perspective Creating the folder structure Creating the form design Saving the form design Previewing and testing the form design Preparing the form design to work with Process Management ES Where to find more information Creating Processes Getting started Opening the LiveCycle Process Design perspective LiveCycle Process Design perspective views Process concepts Services Process diagrams Swimlanes and pools Operations Routes Events Event types Event categories About throwing event types About receiving and catching event types Event catches Event receives Start points Branches Gateways Abstract modelling elements Process data Process variables Configuration parameters Process input and output data Process data exposed to users Process data model Access to process data Process design guidelines Order of implementation Process designs for reuse Reuse of variables Process organization Process categories Processes Process versions Process execution Process instances Process life cycle Short-lived processes and long-lived processes Operation and branch compatibility Transactions Transactions and branches Transactions and operations Run-time errors Execution errors Implementation errors Adding processes to the Processes view Creating new processes Creating processes from existing process versions Creating process versions Creating process versions from existing process versions Saving process versions Managing categories Creating and deleting categories Moving processes and services between categories Drawing process diagrams Adding, defining, and deleting abstract modelling elements Adding and deleting operations Working with routes Adding and deleting routes Modifying route shapes Modifying route labels Working with events Adding event throws, receives, and start points Adding event catches Handling event catches Setting an event as the start activity Deleting events Working with gateway elements Adding and deleting gateway elements Adding, editing, deleting, and copying branches Adding elements to gateway branches Improving the readability of a process diagram Modifying pools Adding, modifying, and deleting swimlanes Adding, modifying, and deleting annotation elements Simplifying the process of drawing process diagrams Copying elements Aligning elements Changing the magnification of process diagrams Navigating process diagrams using the Process Overview view Process diagram modeling examples Sequential routing Parallel branches Synchronization Conditional routing Simple merge Multi-choice Synchronizing merge Multi-merge Loops Process completion Multiple independent instances Multiple instances synchronization Implementing business logic Using variables to store process data Creating variables Editing variables Deleting variables Specifying the start activity of a process Decision making for routes Routing condition format Adding and modifying routing conditions Specifying the order of routes Input and output data for operations Configuring input and output data Data coercion Specifying template expressions Configuring events to control flow in a process Configuring asynchronous and timer event catches Configuring event throws Configuring event receives Configuring event start points Creating event filters Storing event data Designing human-centric processes Human-centric processes at run time Forms and form data Types of forms Variables for form data Configuring variables for form data Specifying the form Specifying default form data Specifying forms that invoke processes Configuring render and submit services for form variables Expressing property values for render and submit services Using custom render and submit services Reusing render and submit configurations Involving users in the process Assigning tasks to users or groups Assigning tasks to specific users Assigning tasks to groups Assigning tasks using XPath expressions Reassigning tasks for out-of-office users Associating forms and form data with tasks Saving task and form data upon completion Configuring task functionality Providing task instructions Forcing the opening of tasks for completion Setting time constraints About business calendars Sending reminders about tasks Setting deadlines for tasks Escalating tasks Overriding task notification settings Creating email templates Workspace ES URL parameters Configuring task delegations and consultations Configuring the sharing of forwarded tasks Configuring access to task functionality Configuring attachments and notes Specifying task priority Using route names as submit options Best practices for Workspace ES Category names Number of process cards per category Card information Card titles Task instructions on task cards Image size in process cards Email notifications Document attributes for attachments and notes Working with certified signatures in forms with LiveCycle Workspace ES Modifying the Render PDF Form ES Update1 process to use certified signatures in a form with Workspace ES Usingcertified forms with Acrobat or Adobe Reader version 6 or earlier Working with form data The data model and XML forms Adding data nodes to form variables Displaying the form data model in XPath Builder Creating XPath expressions XPath Builder Building expressions by using XPath Builder Editing text in the expression work area Building simple XPath expressions Building XPath expressions that use functions Building XPath expressions that use operators Example XPath expressions Retrieving form field values Changing values in form data Retrieving node sets Converting data types Accessing data in data collections Using XPath expressions as list indexes and map keys Managing event types Displaying the properties of event types Creating custom event types Setting up templates for event data and messages Event data templates Event message templates Organizing event types Displaying event types in categories or groups Creating and modifying event groups Deleting event types Exporting and importing event types Activating and deactivating event types Managing process versions Opening and closing process versions Modifying process versions Activating and deactivating process versions Exporting and importing process versions Exporting process versions Importing process versions Protecting process versions Locking and unlocking process versions Deleting processes and process versions Testing and troubleshooting process versions Validating process versions Performing validations Reviewing validation messages Customizing validation behavior Validation message reference WBP-001 WBP-003 WBP-007 WBP-008 WBP-009 WBP-010 WBP-013 WBP-018 WBP-019 WBP-020 WBP-033 WBP-034 WBP-035 WBP-036 WBP-037 WBP-038 WBP-039 WBP-040 WBP-101 WBP-102 WBP-104 WBP-105 WBP-107 WBP-109 WBP-110 WBP-111 WBP-112 WBP-114 WBP-120 WBP-150 WBP-151 WBP-170 WBP-177 WBP-178 WBP-179 WBP-180 WBP-181 WBP-182 WBP-183 WBP-184 Recording and playing back process versions Enabling and disabling recording Invoking process versions Invoking processes directly Invoking processes using endpoints Playing back process recordings Opening recordings in playback mode Playing recordings Interpreting recordings Deleting recordings Customizing record and playback behavior Testing using realistic scenarios Test cases to consider Handling errors in the production environment Monitoring variables using the Variable Logger service Handling errors using exception event catches Handling situational errors using the Stall service Inspecting application server logs Upgrading processes About workflow types in LiveCycle ES About support for LiveCycle 7.x QPACs Reasons for upgrading About the Process Upgrade Tool QPACs not supported by the Process Upgrade Tool Status messages and upgrade problems Upgrade definition files Subprocesses as action replacements Performing upgrades Registering the location of upgrade definition files Activating processes that Chained Process actions target Running the Process Upgrade Tool Manually configuring deployed processes for User QPACs Configuring variables for forms LiveCycle 7.x backward compatibility XML file Configuring XPath expressions for form variables Configuring invocation endpoints Modifying the LC7UpgradeSubmit process Modifying the LC7UpgradeRender process Modifying processes that use multiple Init-Form variables Modifying processes that use multiple input form variables Modifying processes that use choice lists in Init-Form variables Modifying processes that use XDP forms Modifying processes that use the Script QPAC Handling upgrade problems Reviewing upgrade problems Seeing detailed problem descriptions Upgrading custom QPACs Deploying QPACs QPAC mappings reference QPAC deployment property mappings Variable and initiation form mappings Common property mappings LiveCycle Assembler Assembler CreateDocumentList LiveCycle Barcoded Forms LiveCycle Document Security AddSignatureField Apply Policy To Document Certify Encrypt For Recipients EncryptForRecipientsBinary Encrypt With Password Remove Encryption from Document Sign Verify LiveCycle Forms Form Server Render Form Form Server Submit Form LiveCycle PDF Generator ConvertPDF CreatePDF CreatePDFFromURL LiveCycle Policy Server LiveCycle Print Form Server Print LiveCycle Reader Extensions Reader Extensions (no security and credential security) Reader Extensions (password security) Reader Extensions (policy security) LiveCycle Workflow Chained Process Decision Point Script Set Value Stall User Wait Point Standards-Based Email with Attachments EmailReceiver FTP SQL LDAP Search Queue Receiver Queue Sender JMS Topic Publisher Web Service Implementing retry loops Variable types reference Common variable properties ActivityGuideRenderSpec Datatype specific settings AssemblerOptionSpec Datatype specific settings AssemblerResult binary boolean Datatype specific settings byte Business Calendar Date Datatype specific settings Certificate Encryption Option Spec Character Set (Barcoded Forms) Character Set (File Utilities) Create3dPDFResult Credential Datatype specific settings CRLOptionSpec Datatype specific settings date dateTime decimal Delimiter DeliveryMode Datatype specific settings document DocInfo Document Form Datatype specific settings Advanced Settings double Encryption Identity EncryptionTypeResult FieldMDPOptionSpec Datatype specific settings float Form Datatype specific settings Advanced settings Schema settings FormsResult FTP FileInfo Group HashAlgorithm Datatype specific settings HTMLRenderSpec Datatype specific settings ILoginSettings.LoginMode int lc7form list LoginMode long map MessageFormatEnum MessagePayloadType Datatype specific settings MDPPermissions Datatype specific settings object OCSPOptionSpec Datatype specific settings OutputResult Password Encryption Option Spec Datatype specific settings Password Encryption Type PathValidationOptionSpec Datatype specific settings PDFAConformance PDFAConversionOptionSpec Datatype specific settings PDFAConversionResult PDFARevisionNumber PDFAValidationOptionSpec Datatype specific settings PDFAValidationResult PDFFormRenderSpec Datatype specific settings PDFLegalWarnings PDFOutputOptionsSpec PDFPropertiesOptionSpec PDFPropertiesResult PDFSeedValueOptionSpec Datatype specific settings PDFSignature PDFSignatureAppearanceOptionSpec Datatype specific settings PDFSignatureField PDFSignatureFieldProperties PDFSignatureVerificationResult PDFUtilitySaveMode PositionRectangle Datatype specific settings Principal Reference PrintedOutputOptionsSpec PrinterProtocol PrintFormat Priority Datatype specific settings PSLevel ReaderExtensionsOptionSpec Datatype specific settings Reason ReceiveProtocolEnum Datatype specific settings RelationInfo RenderOptionsSpec-FormsService RenderOptionsSpec-OutputService RevocationCheckStyle Datatype specific settings short string Datatype definition Datatype specific settings Task Date Task Deadline Datatype specific settings Task Delegate and Consult Datatype specific settings Task Reminder Datatype specific settings Task Routes and Priority Datatype specific settings Task User Selection Datatype specific settings ToImageOptionsSpec ToPSOptionsSpec TransferModeEnum TransformationFormat TransformTo Datatype specific settings TransportSecurityEnum Datatype specific settings TSPOptionSpec Datatype specific settings UpdateVersionType URLSpec Datatype specific settings User VerificationTime Datatype specific settings xfaForm Datatype specific settings Advanced settings Schema Settings xml Datatype specific settings XMLFormat XMLSignatureVerificationResult XMPUtilityMetadata Find Type Service reference Configuring for proxy servers About deprecated operations Common operation properties Process services invoke Assembler invokeDDX invokeOneDocument Assembler exceptions About Assembler DDX Editor Barcoded Forms Decode Extract to XML Barcoded Forms exceptions Content Repository Connector for EMC Documentum Create folders Create Relationship Get Related Retrieve Content Store Content Content Repository Connector for EMC Documentum exceptions Content Repository Connector for IBM Content Manager Create item Create Relationship Get Related Items Retrieve Item Search Items Update Item Content Repository Connector for IBM Content Manager exceptions Content Repository Connector for IBM FileNet Create folders Create Relationship Get Related Retrieve Content Store Content Content Repository Connector for IBM FileNet exceptions Convert PDF toImage (deprecated) toImage2 toPS (deprecated) toPS2 unzipArchive (deprecated) Convert PDF exceptions Decision Point execute Default Render ES Update1 invoke Distiller CreatePDF (Deprecated) CreatePDF2 Distiller exceptions DocConverter isPDFA toPDFA DocConverter exceptions Document Management copyContent createAssociation createSpace createSpaceFromTemplate deleteContent getAssociated getContentAttributes moveContent retrieveContent setContentAttributes About Select Aspects storeContent Email Email service configuration Receive Send With Document Send With Map of Attachments Email exceptions About Message Body Editor About Attachments Encryption Certificate Encrypt PDF Get PDF Encryption Type Password Encrypt PDF Remove PDF Certificate Encryption Remove PDF Password Encryption Unlock Certificate Encrypted PDF Unlock Password Encrypted PDF Encryption exceptions Execute Script executeScript patExecContext reference getProcessId getBranchId getActionId getProcessDataBooleanValue getProcessDataShortValue getProcessDataIntValue getProcessDataLongValue getProcessDataDoubleValue getProcessDataFloatValue getProcessDataStringValue getProcessDataDocumentValue getProcessDataListValue getProcessDataMapValue getProcessDataValue setProcessDataBooleanValue setProcessDataShortValue setProcessDataIntValue setProcessDataLongValue setProcessDataDoubleValue setProcessDataListValue appendToProcessDataListValue setProcessDataListValue removeProcessDataListValue setProcessDataMapValue appendProcessDataMapValue setProcessDataMapValue removeProcessDataMapValue setProcessDataFloatValue setProcessDataStringValue setProcessDataDocumentValue setProcessDataValue setProcessDataWithExpression getContainedDataTypeForCollection getProcessDataValueByVariableName File Utilities Delete Exists Find Is Absolute Is Directory Is File Is Hidden Make Directory Make Directory Tree Read Document Read String Read XML Rename To Set Read Only Write Document Write String Write XML Regular expressions syntax File Utilities exceptions Form Augmenter Get value of a form field Inject Form Bridge Insert Workflow XFO Data Lookup and Insert Workflow XFO Data Remove Data Fields Form Augmenterexceptions Form Data Integration export Data import Data Form Data Integration exceptions Forms processFormSubmission renderFormGuide renderHTMLForm renderPDFForm Forms exceptions FTP FTP service configuration Delete file Get Get list of files Get multiple documents Get to file system Put Put from file system Put multiple documents FTP Exceptions Generate 3D PDF Create3d PDF Create3d PDFCustom Generate 3D PDF exceptions Generate 3D PDF XML Schema Definitions Generate PDF CreatePDF (Deprecated) CreatePDF2 ExportPDF (Deprecated) ExportPDF2 HtmlFileToPDF HtmlToPDF (Deprecated) HtmlToPDF2 Generate PDF exceptions JDBC JDBC service configuration Call Stored Procedure Execute SQL Statement Query for Multiple Rows as XML Query Single Row About Callable Statement Info Editor About SQL Statement Info Editor About XML Document Info Editor JMS JMS service configuration Publish Message On Topic Receive Message From Queue Send Message To Queue About Message Properties    Editor About Message Selector Editor LDAP LDAP service configuration LDAP Query LDAP Query to XML About LDAP Query Options Editor About Search Query Builder Search filter syntax Output generatePDFOutput generatePrintedOutput LPRPrint (deprecated) print (deprecated) sendToPrinter transformPDF Output exceptions PDF Utilities Clone PDF Convert PDF to XDP Convert XDP to PDF Get PDF Properties Get PDF Save Mode Multiple Clone of PDF Set PDF Save Mode PDF Utilities exceptions Print PDF Package Invoke Process Engine Connector for IBM FileNet Dispatch Workflow Step Retrieve Workflow Step Parameters Set Workflow Step Parameters Reader Extensions Apply Usage Rights Remove Usage Rights Reader Extensions exceptions Render Form Guide ES Update1 invoke Render HTML Form ES Update1 invoke Render PDF Form ES Update1 invoke Repository Read Resource Content Repository Exceptions Rights Management Apply policy Create policy from template Get license identifier Remove policy security Revoke license Switch policy Unlock policy protected PDF Unrevoke license Update policy Rights Management exceptions About Add Users and Groups Set Value execute Signature Signature service configuration Add Invisible Signature Field Add Visible Signature Field Certify PDF Clear Signature Field Get Certifying Signature Field Get Legal Attestation Get Signature Get Signature Field List Get Signed Version Modify Signature Field Remove Signature Field Sign Signature Field Verify PDF Signature Verify XML Signature Signature exceptions About SPI Properties About Add Subject DN Stall execute Submit Form Guide ES Update1 invoke Submit HTML Form ES Update1 invoke Submit PDF Form ES Update1 invoke User Assign Task User exceptions About Select User About Select Group About Email Template Editor User Lookup Find Group Find Groups Find User Find Users findGroupMembers User Lookup Exceptions Variable Logger log Variable Logger exceptions Wait Point businessCalendarWait scheduleWait Web Service Invoke Web Service About Web Service Settings About SOAP invocation messages XMP Utilities Export Metadata Import Metadata Export XMP Import XMP XMP Utilities exceptions XSLT Transformation XSLT Transformation service configuration Transform Transform using XSLT(URL) XSLT Transformation exceptions About XSLT Source Text Input and Testing XPath function reference Special characters in function syntax Boolean functions boolean false not true Collection functions empty-list empty-map get-map-keys get-collection-size get-map-values get-map-values-for-keys Date-Time functions add-days-to-date add-days-to-dateTime add-hours-to-dateTime add-minutes-to-dateTime add-months-to-date add-months-to-dateTime add-seconds-to-dateTime add-years-to-date add-years-to-dateTime current-date current-dateTime current-time date-equal date-greater-than date-less-than dateTime-equal dateTime-greater-than dateTime-less-than get-day-from-date get-day-from-dateTime get-days-from-date-difference get-days-from-dateTime-difference get-hours-from-dateTime get-hours-from-dateTime-difference get-hours-from-time get-minutes-from-dateTime get-minutes-from-dateTime-difference get-minutes-from-time get-month-from-date get-month-from-dateTime get-months-from-date-difference get-months-from-dateTime-difference get-seconds-from-dateTime get-seconds-from-dateTime-difference get-seconds-from-time get-timezone-from-date get-timezone-from-dateTime get-timezone-from-time get-year-from-date get-year-from-dateTime get-years-from-dateTime-difference get-years-from-date-difference format-date format-dateTime parse-date parse-dateTime time-equal time-greater-than time-less-than Document functions getDocLength getDocAttribute setDocAttribute getDocContentType setDocContentType getDocContentBase64 getDocFromBase64 Miscellaneous deserialize is-null serialize Node set functions count last position sum Number functions ceiling floor number round String functions concat contains ends-with lower-case normalize-space starts-with string substring-after substring-before substring string-length translate upper-case Operators Date and time parameters Event type reference Asynchronous event types RMAdminEvent RMDocumentEvent RMErrorEvent RMPolicyEvent RMPolicySetEvent RMServerEvent RMUserEvent TaskAttachmentAdded TaskAttachmentDeleted TaskAttachmentInfoUpdated TaskAttachmentUpdated TaskCancelled TaskClaimed TaskCompleted TaskCompletedWithData TaskConsulted TaskCreated TaskDeadlined TaskEscalated TaskFormDataSaved TaskForwarded TaskLocked TaskReassigned TaskRejected TaskReminderSent TaskShared TaskTerminated TaskUnlocked TaskVisibilityChange Exception event types Exception Timer event types Creating Device Profiles About XDC files XDC file contents Role of XDC files Role of XDC Editor files in LiveCycle Output ES server Role of XDC files in LiveCycle Designer ES Selecting paper type for a master page Selecting fonts applied to text Determining whether you need to modify the Designer.xdc file Considerations for printing a form using the installed XDC files Adding new paper types to the Designer.xdc file XDC files installed with LiveCycle ES Template XDC files for generic print description languages Sample XDC files for use with specific printers XDC file storage Creating and modifying XDC files Before you begin Copying sample and template XDC files to your local hard drive Finding documentation for your printer Opening an XDC file Opening an XDC file in LiveCycle Workbench ES Specifying a name for the XDC file Specifying media and trays Determining or specifying the media used by a form Identifying your printer's input tray numbers Obtaining information from your printer's manual Obtaining information from your printer Obtaining information from your printer's PPD file (PostScript printers) Adding or changing media and tray mapping entries (input trays) (PostScript- and PCL-based XDC files) Adding or changing output trays Specifying font descriptions Preparing to add fonts Determining which fonts are resident on a printer Designing a form to use printer-resident fonts Identifying escape sequences that specify printer-resident fonts (PCL only) Adding fonts to XDC files Specifying printer capabilities Specifying the language supported by a printer Specifying RFID characteristics (for printers that support ZPL only) Specifying sequences About PDL sequences Predefined variables Use of variables in sequences Encoding PCL sequences Modifying sequences Deploying XDC files Deploying XDC files to LiveCycle Designer ES installations Making XDC files available to LiveCycle Output ES Determining PCL font sequences About escape sequences that specify printer-resident fonts Text-parsing method for fonts Character encoding Font characteristics Combining escape sequences Combined sequence that specifies the Courier font Combined sequence that specifies the Coronet font Quick Starts LiveCycle Designer Quick Starts Process Quick Starts Assigning tasks based on roles Using form data with multiple forms Assembling multiple documents Certifying policy-protected documents Throwing events to initiate processes Using Barcode Data in Processes Rendering Adobe XML forms as form guides Rendering Adobe XML forms as HTML forms Rendering Adobe XML forms as PDF forms Leveraging Flex applications in LiveCycle Workspace ES Leveraging Acrobat forms in LiveCycle Workspace ES Managing Resources About resource synchronization Opening the Resources view Filtering resources Ensuring the PDF icon is displayed Creating folders and resources Viewing resource relationships Deleting resources Working with file versions Viewing the version history Adding newer versions of files Using older versions of files Copying files Setting access permissions About access permissions Viewing and changing access permissions Adding access permissions Adding different permissions to different subfolders Removing access permissions Locking and unlocking resources Displaying resource properties Exporting Processes and Resources Archive files Creating archive files Updating archive files Avoiding socket timeouts when creating archives Managing Components and Services Opening the Components view Installing components Patching components Starting components and services Activating services Editing service configurations Changing the category of a service Removing service configurations Stopping components and services Deactivating services Uninstalling components Customizing Perspectives Moving views Saving perspectives Restoring perspectives Copyright and trademark notices