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Function documentationAssignment of Form Scenarios to a Process

 

Each process must be assigned at least one form scenario.

You can, however, assign more than one form scenario to a process. A process is usually based on more than one form scenario if the processor is to receive the specific steps of different forms (that is, entry screens). A process can also consist of several separate units that are realized through separate form scenarios.

When you have assigned the start form scenario to a process, all subsequent form scenarios that you assign must be of the same form type. A process cannot have form scenarios of different form types. For example, if you assign a form scenario of form type FPM Form as the process start step, if you try to assign an additional form scenario of form type Adobe Form, an error message is displayed. When you assign additional form scenarios, the list of available form scenarios is restricted to those of same form type.

Activities

Form Scenario for Process Start

To assign the start form scenario to the process, you can proceed as follows:

  • Determine the start form scenario when creating the process

    When you create a new process, in the dialog box you can directly assign the form scenario that is used when the process starts.

    This form scenario is then displayed in the object hierarchy area of the process, under Start of the navigation path <Process Name> Next navigation step <Validity Period> Next navigation step Form Scenarios End of the navigation path. It is indicated by a symbol with a one (1).

    The start form scenario is also displayed in the object processing area in the group box Form Scenario for Process Start (Start Step).

  • Determine the start form scenario after creating the process

    If you did not assign a start form scenario when you created the process, in the object hierarchy area chooseStart of the navigation path <Process Name> Next navigation step <Validity Period> Next navigation step Form Scenarios End of the navigation path and enter the form scenario in the object processing area in the group box Form Scenario for Process Start (Start Step).

  • Determine the scenario step of the start form scenario

    To also determine which scenario step of the start form scenario to use, choose Start of the navigation path <Process Name> Next navigation step <Validity Period> Next navigation step Form Scenarios End of the navigation path and enter the scenario step in the object processing area in the group box Form Scenario for Process Start (Start Step).

Other Form Scenarios

To assign other form scenarios to the process, you can proceed as follows:

  • Assign existing form scenarios

    1. In the object hierarchy area, choose Start of the navigation path <Process Name> Next navigation step <Validity Period> Next navigation step Form Scenarios End of the navigation path.

    2. In the object processing area, under Additional Form Scenarios of Process, select the form scenarios.

      Note Note

      These form scenarios must be of the same form type as the form scenario selected for the process start step.

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  • Create and assign new form scenarios

    1. In the object hierarchy area, choose Start of the navigation path <Process Name> Next navigation step <Validity Period> Next navigation step Form Scenarios End of the navigation path.

    2. In the menu or context menu, choose the option Create and proceed as described under Definition of Form Scenarios.

      Note Note

      Alternately, you can also choose Form Scenario in the object selection area and then create the form scenarios. Then, in the object selection area, choose Process to assign the form scenarios to the process.

      End of the note.
    3. In the object processing area, under Other Form Scenarios of Process, enter the newly created form scenarios.

  • Use form scenarios of workflow template

    1. In the object hierarchy area, choose Start of the navigation path <Process Name> Next navigation step <Validity Period> Next navigation step Form Scenarios End of the navigation path.

    2. In the object processing area, choose the Reconcile with Workflow pushbutton.

      The system adds all form scenarios to the process that were used in the workflow template of the process.

      Note Note

      It is your responsibility to ensure that the form scenarios added to the workflow template of the process include only those form scenarios that are assigned to the process.

      End of the note.