Creating a new custom Workflow Form

You can create custom forms and input from the forms is used within the specified workflow.

A maintenance form is created for each new form by clicking the Create Form link next to the Maintenance Form property within the form design page

Custom forms are visible in the desktop application and Mobility.

To create a new custom workflow form:

  1. Navigate to Maintenance > System Administration > Toolkit > Form Studio > Workflow Form.
  2. Click Create New Entry.
  3. In the Details area, specify this information:
    Interaction
    Name of the interaction or form.
    Description
    A description for the interaction/form.
    Workflow
    Specify a workflow to associate with this form.
    History Permission
    Specify the individuals who can view the flow history behind the interaction that is linked to the form:
    • SENDER ONLY
    • OTHERS ONLY
    • SENDER AND OTHERS
    • NO ONE

    For example, select SENDER AND OTHERS to allow the workflow sender and all recipients to view the history details of the workflow.

    Form Type
    Select BUSINESS_OBJECT.
    Cancelable
    Select this checkbox to enable users to cancel the request at any time during the flow. The Cancel button is displayed on the form.
    Batch Approvable
    Select this checkbox to to indicate that the form is eligible for batch approvals from Workmail’s Batch Approval screen.
    Note: Only forms that have been marked as eligible for batch approval and have at least one field with the Batch Approvable property selected, are displayed on the Batch Approvals screen.
    Batch Approvable Controls
    Specify details for your batch approvable controls. See the Availability Pattern Change Request form for details.
    Form Builder Version:
    3-Web for the web-based Form Studio version which is created in the WFM application. This field is non-editable.
    Message Type
    Interaction is specified here. This field is non-editable.
    Maintenance Form
    A maintenance form is created for each new form by clicking the Create Form link next to the Maintenance Form property within the form design page.
  4. In the Form Fields area, you can specify the fields that will appear on your form and in the Visible Controls area.
  5. Click Add Row to add a row in the Visible Controls area. This is where you will place the field and you cannot add a field without first adding a row. You can also delete a row from this area by selecting a row and clicking Delete Row. This will also delete the fields in the row.
    Note: You can add any combination of fields and offsets that total 10.
  6. Select the row so that it appears grey in color.
  7. Select the field you want to use from the drop-down and click Add Field.
  8. The field is displayed in the selected row of the form. All fields are displayed in the Visible Controls area except for HIDDEN and DATASOURCE which are displayed in the Hidden Controls area.
  9. Use the arrow buttons to arrange fields on a single row in the Visible Controls area.
  10. Use the Move Up and Move Down buttons to change the order of the rows in the Visible Controls area.
  11. Select the field and modify the properties of the field in the Details area. For more information on the properties for each field, see Form fields reference.
  12. Click Save to save the workflow form.