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This guide will provide the user with the necessary information about designing a Form in the system with instructions and tools that are implemented in the system. The chapter about the Form 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.
Workflow View
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
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Attribute
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Pencil
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The pencil opens the workflow repository with the listed workflows on the left, and the “+New workflow” button on the right
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Workflow Versions
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The workflow list contains all available workflows within the users rights.
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+New Workflow Button
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The button offers user to start a new workflow.
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Workflow List
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The empty list offers a button “browse here” to add a new workflow.
Workflow creation
This paragraph explains the creation of a workflow to the system. The workflow creation requires a name and a process model.
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‘+New workflow’ Button
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The button in the top right corner of the workflow view allows for the creation of a single new workflow.
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Overwrite version pop-up
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When importing a workflow, a pop-up message will appear to notify you if there’s another workflow with the same name. In such cases, all contents of the current workflow will be overwritten. please proceed to click “yes” button for the creation of the new workflow.
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Reference
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Name
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The name for the creation of a new workflow to the system.
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Description
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The description of the new workflow.
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Status
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The actual status of the created workflow.
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Last Modified
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The last modified section displays the time of the creation of workflow.
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Dropdown Button
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Via a drop-down the desired process button model can be selected (Export / Archive / Version History)
Export - exporting the workflow to your computer.
Archive - archiving the workflow into the archived list.
Version History - redirects to the version history page.
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Detailed view
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The button offers a workflow detailed view.
Workflow version
This paragraph explains the creation of a new workflow version and changing its information in detailed view in the system.
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Reference
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Process model view
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The workflow process model view is displayed.
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Form
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The form tab displays the existing form or a button for the creation/importation of the new form.
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Version History
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The version history tab presents a list of available versions ready for publishing, along with functionalities such as importing, exporting, and copying existing versions
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Workflow Items
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The workflow items drop-down button expands to reveal three additional drop-down buttons, allowing users to select events, groups, and variables.
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Tools
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Various tools like zoom in, zoom out, rotate and pan are available for using on the process model.
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Edit
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The edit button offers editing of the actual model process.
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Workflow Properties
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The workflow properties button opens a modal where you can edit properties and webform content.
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Export / Import
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The buttons offer importing and exporting of the process models.
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Publish
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After clicking on the 'Publish' button, the current workflow version is available to users. Processes can be started and edited.
by using the Form Designer.
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Form Design
After creating a new Workflow version and saving all its information, in the detailed view we can add a new form for the selected version withing the Form tab. The form Form Designer has direct access to a number of tabs such as:
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