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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| ‘+New workflow’ Button | The button in the top right corner of the workflow view allows for the creation of a single new workflow. | ||||||
| Overwrite version pop-up | 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. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Name | The name for the creation of a new workflow to the system. | ||||||
| Description | The description of the new workflow. | ||||||
| Status | The actual status of the created workflow. | ||||||
| Last Modified | The last modified section displays the time of the creation of workflow. | ||||||
| Dropdown Button | Via a drop-down the desired process button model can be selected (Export / Archive / Version History) | ||||||
| Detailed view | The button offers a workflow detailed view. |
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After creating a new version and saving all its information, in the detailed view we can add a new form for the selected version. The form has direct access to a number of tabs such as:
Designer
Preview
Rules
Variables
Data types
Element Control
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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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Form | The Form tab opens an empty form page, providing options to either import an existing form or create a new one, | ||||||
| Create / Import | The buttons “Import form” and “Create form” can be used for adding a new form. |
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 Form, 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 column 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. | ||||||
| Password | This field offers enabling and disabling of the password field | ||||||
| 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 | ||||||
|---|---|---|---|---|---|---|---|---|
| Create rule | While the user opens the ‘Rules’ tab for the first time the 'Create rule'-button allows to create a new rule. | ||||||
| Create | The plus button in the lower left of the ‘Rules’ tab allows for the creation of a new rule. | ||||||
| Trigger event | On the left side of the view there are trigger events listed. Under each trigger event, the created rules are shown accordingly slightly indented (see next image). |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Name | The name for the creation of a new rule to the system. | ||||||
| Trigger event | Via drop-down the desired trigger event can be selected. Trigger events of a rule can be on form load, on form input and before form submit/save. | ||||||
| Conditions | On the condition part the user sets a condition state of an element (e.g. radio button element selected by variable name should not be equal with value 'Yes' depending on the condition the user can alter the behavior of another element or container. | ||||||
| Buttons | With the 'Copy rule'-button the rule can be copied and with the 'Delete rule'-button the rule can be deleted. |
To test the rules that are enabled, the user can go to the ‘Preview’ tab and check for rules behavior depending on the configuration of the rule.
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Supporting user's language in TSD rules
Reference | Attribute | Description | |||
|---|---|---|---|---|---|
|
Rule test
As the rule was configured, while nothing is selected or when selecting 'Yes' on the radio button the select with the list items is shown.
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Reference
Attribute
Description
| Status | ||||
|---|---|---|---|---|
|
Rule test
| SYS.CURRENT_USER_LANGUAGE | On the "Select an Element" user can set rules according to their preferred language that are taken from system variables. | ||||||
| Select a Property | On the "Select Property" field, users can choose the options available, such as Equals. Other options are: Has a value, Contains, Starts with etc. | ||||||
| Language Value | In the "Value" field user must enter the language that wants to apply to the rule such as German. Other example includes "English", “Bulgarian” or any supported language in the product. | ||||||
| Select an Element | User selects the element for the applied rule like “comment” component in this case | ||||||
| Select a Property | Set the property you want to be applied for the component: Required, Writeable, Value etc. We want to set the value for the comment text area in this case. | ||||||
| Value | Sett the value you want to apply to the rule. |
| Info |
|---|
The rule above can be interpreted as: when user set the language as German in the product, then add in the comment section the value "Keyboard layout must be German" |
To test the rules that are enabled, the user can go to the ‘Preview’ tab and check for rules behavior depending on the configuration of the rule.
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If you start the instance of the process definition after setting the rule, you will have
a) When English is set as user language, the comment textarea is empty
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b) When German is set as user language, the textarea is filled with the rule “Keyboard must have German Layout”
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Variables
Within the form tab 'Variables' all form variables and system variables are listed.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Create data type | While the user opens the ‘Data types’ tab for the first time the 'Create data type'-button allows to create a new data type. | ||||||
| Create | The plus button in the lower left of the ‘Data types’ tab allows for the creation of a new data type. | ||||||
| Data types | On the left side of the view there are listed all data types created. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Data type properties | To create a data type, field name is mandatory. The user can select a base type with a drop-down. A prefix and a suffix can be added to a data type. E.g. for a number base type the user can define its decimal places and the value range of the number. | ||||||
| Test data type | For testing the new data type the user can check its behavior and view with ‘Test Data Type’ field. |
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Version | After the form completion the user can select the version of the workflow. | ||||||
| Publish | The ‘Publish’ button in the lower right of the detailed view allows the workflow version to be published. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Publish pop-up | The pop-up message must appears and “Publish” button must be clicked. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Published | After publishing the workflow, there is the new designed form published in the Workflow tab and the process instance with the new form attached is now startable. |