Form Steps 

Purpose

This step type enables you to display or process the data in a container element of the workflow container. The container element must refer to a structure whose fields are used in the form. A form can be generated automatically by the workflow system. You can process the form generated to adapt it to suit your individual requirements. Deep structures are not supported.

Forms can also contain other elements, with which, for example, the form content can be approved during execution of the step.

In the workflow definition a form step is represented with the symbol .

Prerequisites

If you want to create a form step, the workflow container must contain a container element that references a structure. This structure must contain all the fields that you want to use in your form.

Process Flow

The maintenance of a form step is spread across several tab pages. You can process its properties on them, such as:

·        Data for deadline monitoring

·        Outcomes

·        Responsible agents

The order of the tab pages defines the recommended sequence of processing. You should start the definition of a new form step on the Form tab page.

On the Form tab page, you can make all the entries required to define an executable step.

Result

The system inserts a step of the type form into the workflow definition. To ensure the consistency of the workflow definition, all active outcomes are inserted with the actual step. For each outcome, the system adds a branch in the workflow definition and puts an undefined step into this branch. To ensure the consistency of the block structure, all branches created are brought together before the next step of the workflow definition.

At runtime, a form step is represented by a dialog work item.

The Change data tab page displays when the step was last changed, and by whom.