Configuring forms to be displayed to the user

The User service permits users to interact with processes through Workspace ES. You must configure the form that will be displayed to the user during the step, based on the variable of data type xfaForm, Form, or Document Form that you should have previously created.

You can specify that a form must be saved before the task is completed. In Workspace ES, a green check mark appears on the Complete button  and the user must fill a form and save it to complete the task.

To specify a form to display to the user:

  1. Select the Assign Task operation in your process diagram.
  2. In the Properties view, click the Form Data Mappings category.
  3. To specify the variable that represents the form that the user will see, in the Input Form Variable box, click the ellipsis button  .
  4. In the XPath Builder dialog box, double-click the name of the Form variable, xfaForm variable, or Document Form variable that represents the form to display to the user, and click OK.
  5. (Optional) To specify that a user must fill and save the form before the task is completed, select Form Must Be Saved.
  6. (Optional) To save the form data, in the Output Form Data list, select either XPath Expression or Variable:

    Note:   The variable specified will be the same variable specified in the Input Form Variable section. You cannot mix data types for an individual Assign Task operation. No validation occurs during the design of your process if you incorrectly assign variables of different data types.

  7. (Optional) To save the task identifier associated with operation, in the Task Id list, select either XPath Expression or Variable:
  8. (Optional) To save the information for the user who completed this step, in the Completed User Id list, select either XPath Expression or Variable:

See also

Creating variables for processes that involve users

Involving users in processes

Drawing Process Diagrams

Creating XPath Expressions

Process variables


 

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