Create your form by adding controls, customizing their appearance and layout, and adding rules affecting the behavior of the form. After creating a Web Form, you can grant an access to the form to your Partners and also you can use the form as a Source while creating a Template.
You can also create a Web Form using customized web page. You need to deploy it on the same server where Adeptia Connect is deployed to use the customized web page in Adeptia Connect.
You can create following three kinds of forms:
Form: A single page step form.
Wizard Form: A wizard type would contain a complex form with multiple steps in different pages. For example, if you have a large form for entering user data, you would create a wizard form to divide the details into a series of steps. At runtime, the wizard form would display the Web Form asking to fill the details like any other online complex form.
Custom Form: A customized web page developed in EXT-JS.
Prerequisites
Before creating a Web Form, ensure that you have
- Configured the steps to access Web Forms in Adeptia Connect.
- Copied/placed the customized web application war to the Tomcat install folder (.../<TomcatInstallFolder>/webapps). This is mandatory for creating Custom Web Form.
To create a web form:
- Click Configure > Web Forms > Create Web Form.
- On the Create Web Form window, provide a unique web form name and description.
- Select the type of form you want to create from the Form Type - Form, Wizard, or Custom.
Form: A single page step form.
Wizard: A simple form into a wizard form with sequential steps.
Custom: A customized web page developed in EXT-JS. Depending on the chosen form type, the next step differs. If you have selected Form or Wizard then you need to design the form. However, if you have selected Custom option then you need to provide the relative URL of the custom page.
Click
to design a form. On clicking, a form will open in a new window.
The screen is divided into two panes. The left pane displays a palette of controls and their properties. The right pane displays a blank form. You can create a form by dragging the controls from the left pane and dropping them in the right pane. Rearrange all the controls and design a form. You can edit and customize the control by editing its properties displayed in the Properties section in the left pane. Click here to know more how to create a form.Click
to design a form. On clicking, a form will open in a new window.
The screen is divided into two panes. The left pane displays a palette of controls and their properties. The right pane displays a blank form. You can create a wizard by dragging the controls from the left pane and dropping them in the right pane. Rearrange all the controls and design a form. Click here to know more how to create a wizard.
When you drag and drop a form control into the flow canvas, it is displayed as a field. You can edit and customize this control by clicking the edit (
) icon.
A pallet with controls appears. You can include these controls to create a form within a wizard.
Create a form by dragging the controls from the left pane and dropping them in the right pane. Rearrange all the controls and design a form. You can edit and customize the control by editing its properties displayed in the Properties section in the left pane.
Provide the relative URL of the custom web page in the Custom Page URL.
While designing a form (Form or Wizard), it is mandatory to select Production in the Deployment field (PROPERTIES > Settings).
In the Define Navigation, select the type in which you want the form to appear - Web Page or Transaction/Template. If you are creating Custom form then Web Page is selected by default and can't be editable.
Option Name Description Web Page Select this option to use web form as a submenu in the existing tabs. Transaction/Template Select this option to use web form in a Template or Transaction.
If you have selected Web Page, do the following:Select whether you are creating this form for the Company or for Partner. This option will not appear if you have selected internal in the application.properties file.
Option Name Description For company Only Company can access this form. For partner Only Partners can access this form. On selecting this option, you need to select the Network. Only Partners of the selected Network can be granted an access to this form. Select the place where you want the form from the Navigation Path. Depending upon the chosen navigation, the form will appear as a submenu on the selected screen.
Navigation Path Description Partner Adds as a new menu option in the Partners tab. Transaction Adds as a new menu option in the Transaction tab. Dashboard Adds as a new menu option in the Dashboard tab. My Tab Creates a new tab (My Solutions) automatically before the Partners tab. Publish as Link Generates a URL to access Web Form that will be generated after creating a Web Form. The options differ depending on the chosen option (For company or For partner).
- Type the name in the Enter Link Name. The form will appear with this specified name as a new section in the selected Navigation Path. For instance, if you have selected Partner in the Navigation Path and Partner Details as a Link Name then Partner Details will be displayed as a new section in the Partners tab.
- Click Save.
Click Yes, turn On when prompted to confirm to activate the form.
This creates and activates your web form.
If you have created a Web Form as a Link, you can copy the URL by clicking
corresponding to the form and then click Copy link URL. You can access the form by typing the URL in the browser.