Lab 6 - Creating process and task forms

Lab Goal

To create process and task forms as needed by HR department to complete rewardcs submissions

Rewards form design

  • We have completed the configuration of our process we need to design our user forms
  • There are two forms we need:
    • Form to start a rewards process
    • Form for user to complete the 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

View task form

  • Verify by returning to Assets view
  • Open the task form by clicking on Approve_Reward-taskform
    • No edits needed, just view with Form Modeler

Design start form

  • 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:

Design start form

  • Select the Form asset to open the Form Modeler:

Design start form

  • 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

Design start form

  • The Form Modeler opens with blank canvas
  • Expand the Form Controls menu in left Components menu

Design start form

  • Drag and drop the HTML component to the form canvas
  • In pop-up editor add H3 + Bold text and click on OK:
    • Submit Employee Reward:

Design start form

  • Let's add our Employee object to the form
  • Click on Model Fields to expand the available data objects:

Design start form

  • Drag and drop the employee item to bottom of HTML text box
  • Fill in pop-up Field properties, submit with +OK

Design start form

  • The final start process form is now ready:

Save the form

  • Click on SAVE menu item located left top of form modeler
  • Add a comment and click on Save button
  • After saving, should see a pop-up showing save succeeded

Finished form design

  • Click on rewards project (use bread crumb menu at the top) and view the domain model assets:

Build rewards project

  • Click on BUILD button, if all goes well see green success bar:

Rewards process project

(next up, running the rewards process...)
Eric D. Schabell
Portfolio Architect Director
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Lab 7 - Running the rewards process