The application provides you a set of default request and approval forms that can be used with any workflow. While creating a workflow, you can associate these default forms with the workflow’s Start and Approval activities. However, for some workflows, you may require to create new request and approval forms. Workflow Administration Console enables you to create new forms using Form Builder.
The following sections provide procedures on how to create new forms in the forms catalog.
The Forms page provides you option to create new request and approval forms for specific workflows. To save time, you can also design template forms with common fields and use them to create new forms.
To create a new request, approval, or template form:
Click the Create icon on the Forms page.
In the FORM BASIC DETAILS window, specify a name and unique identifier for the form. Allowed characters are A-Z, a-z, 0-9, and special characters.
IMPORTANT:Only few special characters are allowed in the Form Identifier field. This includes period (.), underscore (_), hyphen (-), at sign (@), and colon (:).
Do one of the following:
If you want to create a new request or approval form, select the Form Type as:
Request: These forms are used for request activity in a workflow.
Approval: These forms are used for approval activity in a workflow.
If you want to create a template form, select the Form Type as Template from the drop-down list. This form can be used as templates for creating other forms. For more information on how to create new forms from a template form, see Creating a New Form from Template Forms.
Click Create. Form Builder is launched in a new browser tab.
Drag and drop form components, configure related settings, and save the form. For help on how to use Form Builder, see Administrator’s Guide to Form Builder.
Select the Workflow Administration Console browser tab to return to the Forms page.
Click the Refresh icon to update the Forms page manually.
In the Actions column, click the Publish icon to publish the form.
The easiest way to create a new form is to copy an existing form in the forms catalog.
To create new form from an existing form:
On the Forms page, identify the form that you want to copy.
In the Actions tab, click the Create as a copy icon.
The application creates a duplicate form by copying the basic details from the original form and adds “Copy of <original_form_name>” to the Form Name and Form Identifier attributes. You can choose either to retain those values or modify them as required.
Click Create. Form Builder is launched in a new browser tab.
All form components are also duplicated which can be customized using Form Builder.
Modify the existing form fields as required. To add new fields, drag and drop form components, configure related settings, and save the form. For help on how to use Form Builder, see Administrator’s Guide to Form Builder.
Select the Workflow Administration Console browser tab to return to the Forms page.
Click the Refresh icon to update the Forms page manually.
In the Actions column, click the Publish icon to publish the form.
To create a new form from a template form:
On the Forms page, identify the form template that you want to use.
In the Actions tab, click the Create as a copy icon.
In the FORM BASIC DETAILS window, the basic form details that was selected in the template form are auto-populated into the new form. You can choose either to retain those values or modify them as required.
Click Create. Form Builder is launched in a new browser tab.
Modify the existing form fields as required. To add new fields, drag and drop form components, configure related settings, and save the form. For help on how to use Form Builder, see Administrator’s Guide to Form Builder.
Select the Workflow Administration Console browser tab to return to the Forms page.
Click the Refresh icon to update the Forms page manually.
In the Actions column, click the Publish icon to publish the form.