- Step 1 - Create a New Process Model
- Step 2 - Define Process Data
- Step 3 - Create New Form
- Step 4 - Design New Form
- Step 5 - Link Form to Task
- Step 6 - Assign Task Performer, Deploy and Execute
Set the "Process Name" to "Lesson 3" and set the "Process Description" to "Forms Designer Lesson". Click the appropriate check-boxes in the dialog in order to create a single user task with both start and end events.
Now, rename the task "Form Task" so that the diagram looks like this:
(*) = Lesson 1 link will open in a separate browser window.
Just as you did in steps 2 and 3 (*) of Lesson 2, create the following process data items of type "String":
- First Name
- Last Name
- Address
- City
- State
- Postal Code
- Phone
Pull down the "Form" menu and click the "Create New Form" option.
Name the new form "Form1":
BPM Studio now opens a new form design window named "Form1":
Open the "Data" node in the "Process" tree. Click on the "First Name" data item node. Then, while holding down the "shift" key, click on the "Phone" data item node to multi-select all seven process data items that you defined in step 2.
Click in the area of the selected data item nodes and hold down the mouse button. Then - drag the data item nodes over to the new form window and release the mouse button to drop them onto the form canvas.
BPM Studio automatically creates text labels and corresponding text field controls in the form for each of the data items that you drag-and-dropped:
You could have used the "Palette" window to select individual form control types, place them onto the form canvas and then "bind" each of them to their corresponding process data items. However, dragging-and-dropping from the "Process" window tree is a lot less effort!
To see how the text field controls are "bound" to each process data item, double-click on any of the text field controls to invoke the "Bind to Process Data" dialog:
Now that the form has been designed, it must be linked to the User Task in the process. Click the "Diagram" tab to display the workflow diagram.
Now double-click on the "Form Task" object in the diagram to invoke the "Task" editor dialog and set the linked form selection to "Form1". Then click the "OK" button to close the "Task" editor dialog.
Now, the only thing that needs to be done to make this an executable process is to assign a performer for the task.
Just as you did in Step 2 (*) of Lesson 1, assign the "ProcessStarter" performer to the "Form Task".
Now, just as you did in Step 3, Step 4, Step 5 and Step 6 of Lesson 1, login to the BPM Server, deploy the new process, login to the BPM Portal and execute the new process.
(*) = Lesson 1 links will open in a separate browser window.
