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Creating Your First LiveCycle ES Application > Creating a Process > Editing your process version for the mortgage application process > Setting operation properties in your process version

Setting operation properties in your process version

Each operation you dragged onto the process diagram has several properties that can be configured. You configure operation properties to change the way an operation executes. For instance, when the Assign Task operation executes, it will require a form specified by a variable in the process version.

To set the Loan Officer operation properties:

  1. In the process diagram, select the Loan Officer operation.
  2. In the Properties view, click the Initial User Selection category and, in the Select Initial User area, select Assign To Specific User.
  3. Click Browse. The Select User dialog box appears.
  4. In the Search Type list, select User Name, and then click Find.
  5. In the Results pane, select Alex Pink and click Add. Alex Pink appears in the Select User pane. Click OK.
  6. In the Properties view, click the Task Instructions category and, in the Task Instructions list, select Literal Value.
  7. In the box below the Task Instructions list, type Approve or decline loans..
  8. Click the Form Data Mappings category and perform the following tasks:
  9. Save the process version.

To set the Bank Manager operation properties:

  1. In the process diagram, select the Bank Manager operation.
  2. In the Properties view, click the Initial User Selection category and, in the Select Initial User area, select Assign To Specific User.
  3. Click Browse. The Select User dialog box appears.
  4. In the Search Type list, select User Name, and then click Find.
  5. In the Results pane, select Tony Blue and click Add. Tony Blue appears in the Select User pane. Click OK.
  6. In the Properties view, click the Task Instructions category and, in the Task Instructions list, select Literal Value.
  7. In the box below the Task Instructions list, type Approve or deny loans..
  8. Click the Form Data Mappings category and perform the following tasks:
  9. Save the process version.

You have set the operation properties for the applicant, loan officer, and bank manager.

Comments


DeerLaker said on Oct 23, 2007 at 10:32 AM :
On both steps 8, I don't get an Output Form Data list from which to select Variable.
This may be because I didn't create all the users. I was trying to assign the task to a user group rather than to a specific user.
Scott Brodersen said on Oct 29, 2007 at 1:01 PM :
Hi DeerLaker,

The Output Form Data property is used to specify the variable to use for storing the form data that the Workspace user submits. Whether you created all the users shouldn't affect this step.

When Step 8 says "in the Output Form Data list, select Variable", it means you should click the drop-down menu (that appears next to the property heading) and select Variable. After doing that, a drop-down list appears where you can select the variable that you want to use for Output Form Data.

Specifically, you are instructed to select the LoanForm variable that you created earlier in the tutorial (http://livedocs.adobe.com/livecycle/es/wb_help/00000451.html)

Hope that helps
Scott

 

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