Using Rich Form

Owned by Saurabh Gupta (Unlicensed)
Last updated: Feb 15, 2018Version comment
4 min read

You can create a rich internet form and use it as an HTML page in an activity. This form can be used in a Human Workflow activity or in a custom application. For creating a rich form, Adeptia Suite supports an external tool, Frevvo. For more information, refer to http://docs.frevvo.com/d/display/frevvo53/Form+Setting+Properties.

  1. Select Rich Form from the Form Type drop-down list.
  2. Click Create Form to open the design form.

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. You can edit the control properties and also rearrange the controls. When you drag and drop a control in the form canvas, it is displayed as a field with the control label. You can edit and customize the control by editing its properties displayed in the Properties section in the left pane. 

Additionally, you can add a name for the control in the Name property, which is created as a variable in the Process Flow context and used as a Process Flow variable. For example, if you add a text control and add var1 in the Name property, var1 is created as a Process Flow variable and used in the Process Flow, when required.

The properties vary for each control. For information on each property, refer to http://docs.frevvo.com/d/display/frevvo53/Control+Properties.

You can also customize the appearance and style of each control by editing the style properties displayed in the Style tab in the Properties section. Additionally, you can also customize the style of the entire form by selecting the form and then clicking the Style tab.

 

In Rich forms, from Adeptia Suite v6.2 onward, you will find Styles instead of Themes.

When you deploy the old-rich form objects in any Adeptia Suite version above 6.2 then:

  • The style of the form changes. To reset the style:
    • Click the menu bar of the form.
    • From the left panel, click Properties.
    • Go to Style tab.
    • Select the required style from the Style drop-down list.
  • Save, Reset, and Finish buttons are displayed on the form. To hide these buttons:
    • Move the mouse over the button that you want to hide.
    • Click the highlighted background.
    • From the left panel, click Properties.
    • Go to Settings tab.
    • Clear the Visible check box.

For Adeptia Suite versions below 6.2, Submit and Reset buttons are disabled. You can remove these buttons from the form by changing its Theme property. To do this, select the form, click Style tab, and select ClearThemeWithHiddenSubmitButtons from the Theme drop-down list.

You can also edit other form properties such as enable print settings for the form, display Powered by frevvo logo in the form, and more by selecting the form and clicking the Settings tab.

Click Preview to preview the form in HTML. You can also define rules to dynamically modify the behavior of the form by clicking Rules. For more information on creating rules, refer to http://docs.frevvo.com/d/display/frevvo53/Working%2bwith%2bRules.

When you fill up the form and submit it, an XML file containing this data is generated in the Process Flow repository. The files uploaded in the web form also get stored there. You can access through Process Flow using Context Source activity.   

To use these files in the Process Flow, do the following:

  • Set Document Repository property of the Context Source activity to true. File Name (with full path) drop-down list with the following options gets active:

    • $$FORM_DATA$$: 
      Select this option to access XML file.
    • $$FORM_UPLOADED_FILE_NAME$$: 
      Select this option to access the uploaded file.

If the user uploads a single file, it gets stored in the HW folder inside the repository. However, in case of multiple files, a zip file containing all the uploaded files is stored in the HW folder with the name FORM_UPLOADED_FILE.zip. To use a specific file from the zipped files, you need to use Custom plug-in.

Updating Rich Forms License

In case, you get a License error while creating Web Forms using Rich Forms, you need to update the license:

To update:

  1. Open the browser and visit the following URL:

    http://<ipaddressofAdeptiaServer>:8080/frevvo

    where,

                <ipaddressofAdeptiaServer> is the IP address of AdeptiaServer.

  2. On the License Expired screen, type the license key provided by Adeptia.



  3. Click Submit to access your account.
  4. On the Login screen, provide the credentials to access your account.