Defining variables for your process version

You will now define variables for your process version. Variables are used to save data during the execution of your process, such as information that enters the process. Variables are used to store information that is passed out of your process or to store information that can be referenced during the execution of operations in your process. Variables of different types can store different types of information. You will create variables of the following types to store the form and the mortgage amount:

xfaform: This type associates the render and submit operations for an XML-based form. It will be used as an input variable to access the form's data, point to a form design in the repository, and to specify the render and submit operations for a form design. This form type is referenced as the form variable for the MortgageLoan process.

This variable is required because processes need a form design to be associated with it. A form is the mechanism for users to interact with a process.

float: This type saves the amount of the mortgage as a float value. It will be used to determine where to route the mortgage application in a conditional statement.

To define a variable to store your form:

  1. In the Variables view, click Add A New Variable  . The Variable dialog box appears.
  2. Type the following information:
  3. In the Type list, select xfaForm. Additional boxes and buttons appear in the Datatype Specific Settings area.
  4. In the General area, select Required and Input.
  5. In the Enduser UI Items area, select Searchable and Visible In UI.
  6. Beside the Template URL box, click Browse. The Select Form dialog box appears.
  7. Select Forms > MortgageAppForm.pdf [X.Y] (where [X.Y] represents the version of the form design) and click OK.
  8. In the Variable dialog box, click OK.

    Note:   If the form design has an embedded schema, click Schema Settings. The schema appears in the Form Schema Settings dialog box. You may need to click Reload From Form if you change the schema in your form design.

To define a variable to store the mortgage amount:

  1. In the Variables view, click Create New Variable  . The Variable dialog box appears.
  2. Type the following information:
  3. In the Type list, select float.
  4. Select Required and click OK.

You have defined the necessary variables for the MortgageLoan process.


 

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