Using
Interactive Forms in Guided Procedures
Example 1: Offline Form for In-Process Use
You can use such form to execute certain process steps offline and get data required for the next steps in the process.
For example, you can create a form that is sent to the processor by e-mail. The recipient enters the required data in the form offline, and submits it back to Guided Procedures (GP). The input data is then passed to the relevant parameters of the next action in the process.
To implement this scenario, you must:
· Design an appropriate interactive form with input fields for all required data, and a Submit button that sends the information back to the GP framework.
· Create an interactive form callable object with the following configuration parameters selected:
¡ Enable Use in Guided Procedures
¡ Create an Offline Interactive Form and Send it by E-Mail
· Add the callable object to an action, and insert the action into the relevant block and process.
· Consolidate the parameters, so that the output of the interactive form is mapped to the input of the next action in the process.
The predefined Check User block implements this scenario.
Example 2: Standalone Impersonalized Form
A standalone form that is not explicitly enabled for in-process use, cannot be included in a GP process. However, you can use it in multiple scenarios to replace paper-based forms.
Impersonalized forms can be submitted to the system multiple times. Therefore, they are convenient for use in scenarios where the same data should be provided by multiple users. These forms are accessed by an URL, and for them you can define prefilling and validation callable objects.
For example, you can publish an impersonalized form and configure it so that certain callable object is executed when the form is submitted, to read the data and store it in a file or in a database.
To implement such scenario, you must:
· Design an appropriate interactive form with input fields for all required data, and a Submit button that sends the information to the GP framework.
· Create an interactive form callable object with the following configuration parameters selected:
¡ Enable Use as Standalone Interactive Form
¡ Provide an Impersonalized Interactive Form
· Implement a background callable object that processes the data received from the form – for example, stores it to a database table.
· Expose the callable object using GP design time.
· Define validation for the output parameters of the interactive form callable object, and consolidate the parameters so that the output of the form is mapped to the input of the validation object.
See also: