You are viewing limited content. For full access, please sign in.

Question

Question

How to assign form in "Invoke business process"

asked on January 14, 2016 Show version history

I have a short workflow, invoked by a Form process, from which I wish to create another form (it is a Safety Certificate to go with a Service form).

In Workflow I can Retrieve Business Process variables, Set Business Process variables and Invoke a Workflow Process, but can I assign the form to a User's Task list?

Currently the Workflow runs when requested by the Forms process.  The workflow completes OK but there is no new form.

2 0

Answer

SELECTED ANSWER
replied on February 2, 2016

Further investigation has revealed the following:

A Forms Business Process can be 'Invoked' from workflow and may include data from that workflow.  The new Forms Process must contain a User Task so that the Form is allocated to a user or team.

It would appear that the Form cannot be assigned to a User or Team within the User Task based on a variable passed from workflow.  It can only be assigned to set users or a team in the User Task.

Perhaps there is a method for selecting a user in a User Task if a variable from the form/workflow could be added to a Team Filter using JavaScript and "findMembersByRole('RoleName')".  Each user would be assigned a separate role.

Suggestions welcome.

 

 

0 0
replied on February 8, 2016

Do you think this is something that will be considered in future enhancements to be able to pass that user variable from workflow to forms?  Our hope was to use this with our HR documents.  Start a workflow, query data from an external source that lists all or our employees, then for each row in the database invoke a business process assigning that form to each employee.  For example a self evaluation that we need assigned to each specific user.  Or can you think of another way we could easily assign a form to a large group of users individually? 

Thanks!

0 0
replied on February 8, 2016

I think there is some confusion here.

Invoke Business Process is the activity that Workflow uses to start a new instance of a Forms process.

Forms can call into a Workflow through the Service Task activity. If the activity is set to wait for workflow completion, Workflow can pass data back to Forms through the Set Business Process Variables activity. If one of the values is a username, Forms can use it in the user task to specify the user name.

0 0
replied on February 8, 2016

The example one I was working on I was using workflow to invoke a forms session because I wanted this form assigned to a user on a weekly schedule.  Is there a way to start a forms session on a schedule without using workflow to invoke that process?

0 0
replied on February 8, 2016

Sure, have your Forms process start from a timer event instead of a message event.

0 0
replied on February 8, 2016

Great I will give that a try.  Thank you!

0 0
replied on February 8, 2016

Miruna, the confusion you referred to earlier was my fault.  At the time I could not use a variable in the Assign User section.  This is because I was trying to use a default variable that had not come from a previous submission or workflow, so a value for the variable had not yet been stored.

Variables from workflow work fine in the Assign section of a User task. 

0 0

Replies

replied on January 15, 2016

It sounds like you're trying to create a user task in the middle of a Forms business process? Invoke Business Process can start a Forms BP, not add a task in the middle of one.

Could you give us more detail on what you're trying to accomplish?

0 0
replied on January 17, 2016

Thanks Miruna,

I have a Forms BP in which service technicians fill out and submit a Service Job form.  During a service a technician is required to also complete a varying number of supporting documents such as Safety Certificates (these are for repairs on industrial equipment).  I can easily add these to my Forms BP so that they appear in the Technicians Tasks.  The new forms are pre-filled with the service job details.

However, the number of forms can vary.  The technician selects how many ( 0 to 6) of each of 4 separate supporting forms that he has to complete.  I want these to appear with pre-filled data in Tasks.

I can do this in Forms BP but it involves an additional 4 Gateways and 28 User Tasks and is limited to 6 of each form.

What I want to do is to start a workflow from the Forms process that invokes a Business Process, creates a number of new forms based on a counter and retrieved Process Variables and adds them to the technician Tasks.

I guess the ultimate question is:

Can I Invoke a Forms Business Process form Workflow and save the Form to a User's Task list.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.