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Creating Form Objects in the GP Design TimeLocate this document in the navigation structure

Use

Composite forms can be integrated into business processes using the Guided Procedures (GP) framework. It enables their configuration as standalone forms or as forms for in-process use, as print forms, their pre- and post-processing, and so on.

You use the GP design time tools to create a composite form object.

Use this procedure to create a basic composite form object. You can add the required validation and post-processing services and applications later on, as well as configure the form's use.

Prerequisites

You must hold permissions for working with the GP design time. You need to be assigned to the GP Business Expert portal role, as well as to the GP Basic, Advanced, or Expert User role (depending on the permission level configured for the composite form object).

For more information about the available GP roles, see Setting Up Portal Roles .

For more information about configuring object permission levels, see Managing Permissions .

Procedure
  1. Launch the GP design time, and choose Create Composite Form from the contextual navigation panel.
  2. Enter the required data for the new form.
    • You can enter an arbitrary name and description.
    • From the Original Languagedropdown box, choose English.
    • You can choose an existing folder, or create a new one.
    • Make sure you select PDF Template for template type.
    • For use type, select:
      • Field-Based Template, if you want to upload or create a form that you can reuse.
      • Schema-Based Template, if you want to generate the form schema from the form context.
  3. Choose Next.
  4. Build the form context.

    Form context contains parameters that can be mapped to the composite form fields, and hold data which can be processed either by post-processing services or applications, or in a next step of a process.

    This step is optional for field-based templates, as you can build the form context for them later on.

    For more information, see Building and Using a Form Context .

  5. Add form templates to the composite form object

    Depending on the complexity of your scenario, you can:

    • Add a single form template to your composite form object.

      In this case, a single template is used for all scenarios where you use the form object.

    • Create logical criteria and add as many different form templates as you need for your use cases. According to the logical criteria and the mappings that you specify, different physical templates might be used at runtime.

    For more information, see:

    Adding Content to Field-Based Templates

    Adding Content to Schema-Based Templates

  6. Optionally, you can configure technical attributes for the form.
  7. To associate a technical attribute value:
    1. Select a technical attribute.
    2. Select the value you want to associate.
    3. Enter custom text.
    4. Choose Associate Attribute.

    For more information about technical attributes, see:

  8. Proceed to the last step of the wizard, and choose Finish.
Result

You have created a composite form with the basic required data included in it.

Next you can: