Exposing the Composite Form as a Callable Object

Use

To be able to use a composite form object, you need to expose it as a callable object first. As a result, you can attach it to an action and include it as a step in a Guided Procedures (GP) process.

Prerequisites

You have created a composite form as described in Creating the Composite Form .

Procedure

  1. From the contextual navigation panel in GP design time, choose Create Action.
  2. In the Create Action dialog box, select English and choose Create.
  3. Enter the following basic data:
    • Name - Generate and Send Form
    • Description - Generates, pre-fills and sends a composite form
    • Folder - select the folder created for the tutorial, for example, My First Composite Form
  4. Make sure that Callable Object for Execution is selected from the Item dropdown box and choose (New).
  5. Enter the following basic data for the callable object:
    • Type - from the Type list, select Form → Composite Form
    • Name - Generate and Send Form CO
    • Description - Generates, pre-fills and sends a composite form
    • Original Language - for example, English
    • Folder- select the folder of the tutorial, for example, My First Composite Form
  6. On the Define Object screen, browse to choose the composite form you created previously.
  7. Under Send To, select Processors E-Mail.
  8. Under Step Completion, select Send Form.
  9. On the Finish screen, choose Finish.
  10. In GP design time, activate the new action.