Rewards process task form design
We have completed the configuration of our process we need to design our user forms, two
forms are needed:
- Form to start a rewards process
- Form for user to complete the
Approve Reward
task
Approve Reward Task - generate task form
We can generate a simple user task form using the designer mini-icon:
- Open the rewards process, select the
Approve Reward
task
- Click on
Generate Task Form
icon on left
- A pop-up in the top right confirms form generation
Approve Reward Task - view generate form
Verify what was generated by returning to
Assets
view:
- Open the task form by clicking on
Approve_Reward-taskform
- No edits needed, just view with
Form Modeler
Start Form - designing the form
Now let's design a form for starting our process, the form that's going to ask for
user input, without using the auto-generation feature:
- Click on
rewards
breadcrumb menu at top to open Asset
view
- We can start our process and a form will be generated with all process data displayed
- Let's design a custom start process form, so click on
Add Asset
:
Start Form - new form asset
Select the Form
asset to open the Form Modeler:
Start Form - add basic form details
Fill in pop-up
Create new Form
using drop-down menus. Leave
Form
field blank, it's autofilled by the following:
- Select Process:
rewards-approval
- Select Form:
Start Process Form
- Submit with
+OK
button at bottom
Start Form - welcome to form modeler
The
Form Modeler
opens with blank canvas:
- Expand the
Form Controls
menu in left Components
menu
Start Form - add a headline
Drag and drop the
HTML
component to the form canvas and in the
pop-up editor add H3 + Bold text and click on
OK
:
Start Form - add data object to form
Let's add our Employee
object to the form by clicking on
Model Fields
to expand the available data objects:
Start Form - drag and drop Employee
Drag and drop the employee
item to bottom of HTML text box and fill in
pop-up Field properties
, submit with +OK
:
Start Form - form now finished
The final start process form is now ready:
Saving your work
- Be sure to regularly
SAVE
your work, located left top of form modeler
- You can (and should!) comment your work, so click on that link
- Add a comment and click on
Save
button
- After saving, should see a green bar showing save succeeded
Returning to Asset view
Finally, we return to Asset view by clicking on rewards
project
in bread crumb menu at top. (Returning to Asset view can be done at any time).
Build rewards project
Click on BUILD
button, if all goes well see green success bar:
Other Red Hat Process Automation Manager Workshops
Red Hat Process Automation Manager Articles
Red Hat Process Automation Manager Demos: