Developing Your First Composite Form Process

Guided Procedures (GP) allows you to integrate form-based and offline activities in the process workflow using composite forms. With forms, you can facilitate daily activities, introduce flexibility to your business processes and take advantage of reusability.

In this tutorial, you design a simple form-based process that allows employees to allocate in portions the social benefits offered by the company according to their specific needs.

The process consists of four basic steps:

1. For each employee, a composite form is instantiated, pre-filled with personal data and sent via e-mail.

   The form contains user details such as first name, last name, e-mail, department and position. These details are retrieved by a pre-filling service and do not need to be provided by the employee.

2. Offline step: The employee receives the form, fills in the appropriate values for each social benefit category, and submits the form through HTTP using the Submit button. Only after the form is submitted does the process continue with step 3.

   The employee has to distribute a total of 100 units among the five social benefit categories listed. An additional Comments field is provided, in case important details need to be communicated to the approver of the form.

3. The form is received by the approver (or manager), who can view and approve or reject it.
4. A notification that the form has been viewed is sent to the employee, showing the decision of the approver.