Creating Pass Through Form Callable Objects

Use

You use the Pass Through Form callable object to transfer instances of composite forms (PDF files) between process steps. The callable object also allows you to download and modify the input form online by:

Changing electronic signatures and data content
Adding or removing fields in the case of dynamic forms

Additionally, you can replace the input form with a different PDF file, which you can upload during the process step at runtime.

Prerequisites

You have the appropriate rights to work with Guided Procedures (GP) design time.
More information: Authorizations
You have created a composite form object in advance.
More information: Creating Form Objects in the GP Design Time
To be able to open, view or modify forms, you must have configured access to a system where Adobe Document Services (ADS) are configured and running.
More information: Configuring Forms with Java Back End

Procedure

Open the gallery, and choose Create Callable Object from the context panel.

From the Type list, select Form → Pass Through Form and enter the required basic data as follows:

Parameter	Description
Name	Enter an arbitrary name for the callable object.
Description	Describe the callable object by entering a brief description of its functions, for example.
Original Language	Choose the language in which the translatable texts of the callable object definition are created.
Folder	Select a folder in the gallery where the callable object definition is stored. Note You can either use an existing folder, or create a new one.

Choose Next to open the Define Object screen.
Under Pass Through Form Name, select Choose.
From the gallery, select the form object whose field structure is going to be checked against the composite form file received as input. In case the form object is conformant with the input file, you are able to extract the form data and pass it as output to the GP context.

Note

You can add an activated form object only. You must also make sure that the form object is enabled for use in Guided Procedures. If you want to use a dynamic form, you have to configure it explicitly.

More information: Configuring Form Use and Data Processing Options
Confirm your choice using Select and choose Next.
On the Define Input screen, you can see the file structure of the form received as input.

On the Define Output screen, you can browse the file structure of the output form as well as the structure of the composite form fields: user-defined fields, annotations, signatures, and so on.

Note

In case the input file is not a PDF form, or if you have uploaded a file that is not a PDF form, the system cannot extract the form data and populate the output structure.
In the final step of the wizard, choose Finish and Open.
Activate the object.

Result

Once you have activated the Pass Through Form callable object, you can use it as a process step.

Example

You can use the Pass Through Form callable object whenever you need to modify forms online.

For example, when a standalone composite form is submitted as an input to a newly-initiated process, the Pass Through Form callable object can be the first step of the process.

It can also serve as an intermediary step in iterative processes: the form that is handled by the callable object may be repeatedly modified by process contributors to facilitate process decisions and information exchange.