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LRDOCS-4954, Kaleo Forms #18
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Aug 9, 2018
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ceac018
Added original 7.0 doc for editing
7141798
added needed images and adjusted content
3fb14a6
edited for organization, length, and clarity
4487f19
some formatting changes
3406261
removed dead link
2b1c701
Merge branch 'LRDOCS-4954-kaleo-forms-dxp' of https://github.com/step…
rbohl f4ac712
LRDOCS-4954 intro edits
rbohl 079465f
LRDOCS-4954 second article edits
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@@ -60,7 +60,13 @@ form for each of the four nodes. | |
- Approved | ||
- Managerial Comments | ||
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![Figure 6: Workflow task forms are a subset of the original form.](../../../images-dxp/kaleo-forms-form-builder.png) | ||
![Figure 6: Workflow task forms are a subset of the original form.](../../../images-dxp/kaleo-forms-form-builder.png) | ||
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6. Click *Save*. | ||
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7. On the next screen, click on your new form to choose it. | ||
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Now the workflow definition's StartNode has a form associated with it. | ||
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+$$$ | ||
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@@ -72,16 +78,21 @@ over it and clicking the wrench icon. | |
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$$$ | ||
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If you don't need to change any field settings in the form, click *Save*. On the | ||
next screen choose your new form by clicking on it. Now the workflow | ||
definition's StartNode has a form associated with it. | ||
You have three more fields to create using these steps. | ||
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Next create a form named *Spa Order Process--Technician Claim Form* for the | ||
Technician Claim workflow task. Follow the same procedure used above, this time | ||
deleting these fields from the full field set: | ||
1. *Spa Order Process--Technical Claim Form* | ||
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- Approved | ||
- Managerial Comments | ||
For the Technician Claim workflow task. Follow the same procedure used | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. On the screenshots, this Workflow task is named as Technician instead of Technician Claim. 🙂 |
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above, this time deleting these fields from the full field set: | ||
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- Approved | ||
- Managerial Comments | ||
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2. *Spa Order Process--Managerial Approval Form* | ||
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The manager can change anything she wants about the order, so include the | ||
entire field set in the form. | ||
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+$$$ | ||
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@@ -92,9 +103,10 @@ and that all technicians are fulfilling their share of the spa's duties. | |
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$$$ | ||
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Create a form to be used in the Managerial Approval task, called *Spa Order | ||
Process--Managerial Approval Form*. The manager can change anything she wants | ||
about the order, so include the entire field set in the form. | ||
3. *Spa Order Process--Final Order Form* | ||
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Like the last form, it should have all the form's fields so that the | ||
customer service representative can review the order with the customer. | ||
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+$$$ | ||
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@@ -104,10 +116,6 @@ of technician, and confirms the services they want). | |
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$$$ | ||
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There's one more form to create: the *Spa Order Process--Final Order Form*. Like | ||
the last form, it should have all the form's fields so that the customer service | ||
representative can review the order with the customer. | ||
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![Figure 7: Once created, your process is listed in Kaleo Forms.](../../../images-dxp/kaleo-forms-processes.png) | ||
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Click *Save* when finished. The process is ready to test. | ||
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Actually, there are three more field sets or forms to be created. 🙂