Filling out forms when executing activities
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Prerequisites
- Web form or responsive form associated with a workflow-automated process.
- Access to the SoftExpert Workflow > Execution > Start (WF003) menu.
- User defined as responsible for executing the process activity.
Introduction
When a form is associated with the activities of a process automated via workflow, it can be filled out during the execution of the workflow activities.
In accordance with the configurations applied to the form rules, the fields added during the designing can be disabled, enabled, required, etc.
See how to fill out a web form and a responsive form when executing the activities:
Filling out a web form
Filling out a responsive form
• When a field of the Table type is completed in a responsive form, three buttons are shown:
- Save and new: option that allows for saving the data inserted in the table and moving on to the creation of a new record.
- Save: option that saves the data of the record that is being added and keeps the window open. This is a useful alternative for cases in which it is necessary to check some information before finishing the insertion of the record in the table.
- Save and close: option that saves the data and closes the table record insertion screen.
• Changes to responsive form records are also recorded in the audit trail.
• To view the data of attachment, action plan, and cause analysis containers, it is not necessary to open the workflow activity data. When opening the form record, it will be possible to access the containers in view mode.
• If any required field is not filled in, when clicking on the Save button, the system will display an error message indicating which field needs to be completed, preventing the form from being saved and the workflow activity from being executed. If there are multiple required fields blank, the message will highlight the first required field identified.
• For further details on starting and executing processes via workflow, refer to the SoftExpert Workflow documentation.
Conclusion
All done! Now you know how to fill out a form when executing process activities.