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This guide will provide the user with the necessary information about designing a smartform in the system with instructions and tools that are implemented in the system. The chapter about the Smartform Designer is divided into three segments. One will focus on the workflows, the second about designing a form and the third on publishing the workflow with the form.
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After logging into the system the user can click on the pencil in the navigation bar on the left hand side to access the workflow repository. The user has access to all available workflows within his rights. A workflow consists of one form and one or more process models. Each process version can only be included in one workflow.
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Reference | Attribute | Description | ||||||
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| Pencil | The pencil opens the workflow repository with the listed workflows on the left, version tracking of the selected workflow in the middle and detailed view of one of the workflows on the right. | ||||||
| Workflow List | The workflow list contains all available workflows within the users rights. | ||||||
| Workflow Version | The workflow version displays the versions of a workflow. | ||||||
| Detail View | The detail view offers a comprehensive overview of the selected workflow version. |
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After selecting the desired version of workflow the user can click the ‘Add form’ button from the detailed view to create a new form.
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Designer
The form tab ‘Designer’ displays a view to add containers and elements for designing a form.
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It is also possible to add multiple tabs into the form.
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Reference | Attribute | Description | ||||||
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| Tab | Here all the different tabs you created are shown. Containers can be added to each tab by simply dragging and dropping the desired container to the middle section. Each container has its width options shown in brackets. | ||||||
| Name | Here a name can be given to the 'Tabs'-container.. | ||||||
| Tab label | Here each tab needs to be given an individual name, as this name is displayed to the user as head of the corresponding tab in order to be able to differentiate the tabs. Tabs can be added with the plus icon. By clicking the delete icon a tab can be deleted. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each input field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Data type | By default, the data types 'text' and 'number' are provided. The data type 'text' is pre-selected. In the tab 'Data types' further data types can be created (see section 'Data types' for more information). | ||||||
| Placeholder | This attribute specifies a short hint that describes the expected value of an input field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the input field before the user enters a value. | ||||||
| Icon | With a dropdown an icon is selectable which is displayed next to the input field. A '?' for help or a '!' for Info can be selected. | ||||||
Icon: Position | Here the position of the icon can be selected via dropdown. Either the dropdown is on the left or on the right of the input field. As default the icon is located on the right of the input field. | |||||||
Icon: Text | Here the text is entered that is supposed to be shown to the user when hovering over the icon during fulfilling his tasks. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each datepicker field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Type | By default, a single date can be selected in the calendar popup. But there is also the possibility to enter multiple dates or a period of time. | ||||||
| Timepicker | Additional the calendar popup can be extended with a timepicker for entering a time. | ||||||
| Icon | With a dropdown an icon is selectable which is displayed next to the datepicker field. A '?' for help or a '!' for Info can be selected. | ||||||
Icon: Position | Here the position of the icon can be selected via dropdown. Either the dropdown is on the left or on the right of the datepicker field. As default the icon is located on the right of the datepicker field. | |||||||
Icon: Text | Here the text is entered that is supposed to be shown to the user when hovering over the icon during fulfilling his tasks. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each radio button field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Layout | The options of the radio button element can be displayed one below the other as list or in one line as block. | ||||||
| Select options | Further select options can be added with the plus icon. By clicking the delete icon an option can be deleted. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each checkbox field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Text | The text of the checkbox can be changed here. If the checkbox should be checked when opening the smartform, the button 'Active (checked)' must be selected. | ||||||
| Icon | With a dropdown an icon is selectable which is displayed next to the checkbox field. A '?' for help or a '!' for Info can be selected. | ||||||
Icon: Position | Here the position of the icon can be selected via dropdown. Either the dropdown is on the left or on the right of the checkbox field. As default the icon is located on the right of the checkboxfield. | |||||||
Icon: Text | Here the text is entered that is supposed to be shown to the user when hovering over the icon during fulfilling his tasks. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each select field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Placeholder | This attribute specifies a short hint that describes the expected value of a select field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the select field before the user enters a value. | ||||||
| Selection type | Here the layout of the select can be changed. The user can choose between dropdown or listbox and can determine via multiselect whether more than one option may be selected. | ||||||
| Select options | Options can be added with the plus icon. By clicking the delete icon an option can be deleted. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each textarea field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Size | Here the width and the height of the textarea can be specified. The width is given in characters and the height is given in lines. | ||||||
| Icon | With a dropdown an icon is selectable which is displayed next to the textarea field. A '?' for help or a '!' for Info can be selected. | ||||||
Icon: Position | Here the position of the icon can be selected via dropdown. Either the dropdown is on the left or on the right of the textarea field. As default the icon is located on the right of the textarea field. | |||||||
Icon: Text | Here the text is entered that is supposed to be shown to the user when hovering over the icon during fulfilling his tasks. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each rich text field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Height | The Height of the textarea can be specified here in pixels. It is set at a default height of 150px. | ||||||
| Icon | With a dropdown an icon is selectable which is displayed next to the rich text field. A '?' for help or a '!' for Info can be selected. | ||||||
Icon: Position | Here the position of the icon can be selected via dropdown. Either the dropdown is on the left or on the right of the rich text field. As default the icon is located on the right of the rich text field. | |||||||
Icon: Text | Here the text is entered that is supposed to be shown to the user when hovering over the icon during fulfilling his tasks. |
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Reference | Attribute | Description | ||||||
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| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each autocomplete field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a smartform, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and customize viewscolumn configuration. | ||||||
| Placeholder | This attribute specifies a short hint that describes the expected value of an autocomplete field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the autocomplete field before the user enters a value. | ||||||
| Checkboxes | Here you can select whether the user should be able to see all possible options and also be able to manually choose out of the available options. By ticking case sensitive search results shown to the user depend on the casing of his search. | ||||||
| Select options | Options can be added with the plus icon. By clicking the delete icon an option can be deleted. |
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