Configure a Form activity

Before you begin

A Form activity used in a workflow can either be configured to use a regular, hard-coded form, or it can be dynamic, where the form shown is determined at run time.

Procedure

  1. In the navigator, click Workflow > Workflows.
  2. In the resource list, select the workflow that you want to work with. If no workflow exists, create a new workflow.
  3. In the Displays panel, click Workflow Management > Workflow Editor.
  4. Click the Workflow Editor tab.
  5. Drag and drop a Local Subprocess into the workflow and double-click it, or double-click an existing subprocess.
  6. To use the functionality of a form created in the Forms Designer, connect it to a Form activity by dragging and dropping it into the subprocess.
  7. In the Form field:
    To use a...Do this...
    regular form
    1. Click the ellipsis button to select your preconfigured form from the Universal Browser.
    2. Click OK.
    dynamic form
    1. From the drop-down arrow, select Bind to bind the form to a directory resource variable.
    2. In the Template field, click the ellipsis button to select a form template.
  8. Configure the available input parameters.
  9. Optional: Select the Allow user to cancel form check box.
  10. Optional: Select the Maintain form record upon completion check box if you want to view form data after a form has been completed.
  11. In the Out Comments field, configure the available output parameters.
    This field reflects the output available to the operator for the selected form.
  12. If applicable, to clear field contents, click the drop-down arrow, and then select Reset to Default.
  13. To activate the form at run time, click the Overview tab, and then click Enable.
    Note: Only activated subprocesses are available for workflows.
  14. Click Save.