Use a form in a workflow

Use this procedure to add a form to a workflow.

Before you begin

Note: You must have already added a pre-existing form or created a custom form before you can add it to a workflow.

About this task

You can add a form that was created in Visual Studio or a custom form that was developed using the Forms Designer. If the form has input and output parameters, it will typically have a preceding activity to give it input, and a subsequent activity to receive its output. These other activities may themselves be forms, which can be useful for testing.

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 resource type list, select a resource.
  4. Click Add.
  5. In the Name and Description fields, enter a name and description for the resource.
  6. Click OK.
  7. In the Displays panel, click Workflow Management > Workflow Editor.
  8. Click the Workflow Editor tab.
  9. Drag and drop a Local Subprocess into the workflow and double-click it, or double-click an existing subprocess.
  10. Insert a Form activity.
  11. To activate the form at run time, click the Overview tab, and then click Enable.
    Note: Only activated subprocesses are available for workflows.
  12. Click Save.
  13. To test the viability of this workflow, see Start and end a test debugging session.