Add the Work Request form to a workflow

Procedure

  1. In the navigator, click Global Displays.
    Note: All areas that are compatible with the current resource appear. Green icons indicate a compatible view.
  2. In the displays panel, select an editor.
    The editor appears in the Workspace, displaying the resource information.
  3. On the Overview tab, select the Use existing option.
  4. Click Set next to the .NET Assembly field.
    The Open dialog box appears.
  5. Locate and select the .NET assembly file you want to use, and then click Open.
    The .NET assembly file name appears and the Class Name drop-down list is populated with the classes specific to the selected .NET assembly.
  6. From the Class Name drop-down list, select a class.
  7. If applicable, in the Additional Files area, click Add to add any files that are required for the selected .NET assembly to work correctly.
    Tip: Click Remove to remove the selected file(s).
  8. Click Save.
  9. In the navigator, click Workflow > Workflows.
  10. In the resource type list, select a resource.
  11. In the Displays panel, click Workflow Management > Workflow Editor.
  12. If applicable, add a local subprocess to the workflow.
  13. Insert and configure a ReadSegmentRequirements call method activity:
    1. Insert a call method activity.
    2. On the activity configuration panel, click Configure Method.
      The Configure Method dialog box appears, displaying a list of the available call method service providers.
    3. Double-click IProductionRuntime to display the list of available call methods.
    4. Click ReadSegmentRequirements, and then click OK.
    5. On the activity configuration panel, in the Inputs section, click the drop-down arrow, and then select the segment details you want displayed in the work request form when it runs.
    6. Click the Work Request ellipsis button to open the Universal Browser, and then select the work request you want to associate with the call method.

      - Or -

      Bind the parameter to a call method return value or an input parameter; for example, from an event.
  14. Insert and configure a form activity.
    1. Insert an activity.
    2. On the activity configuration panel, in the General Settings section, click the Form ellipsis button, and then select the form you want to use.
      The Inputs section appears.
    3. If applicable, select the Allow user to cancel form check box.
    4. In the Inputs section, click the second drop-down arrow, and then select Bind.
      The Select Variable dialog box appears.
    5. Expand the ReadSegmentRequirement activity, and then select the return value.
    6. Click OK.
  15. Click Save.
    When the form runs in the workflow, the information for the selected work request appears in the form.