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Configuring a process and/or a form

 

Prerequisites

  • Active SoftExpert Form license.
  • Active SoftExpert Process license.
  • Access to the SoftExpert Form > File > Form (FO005) menu.
  • Access to the SoftExpert Form > File > Table (FO014) menu.
  • Access to the SoftExpert Process > Process (PM063) menu.

 

Introduction

The processes and tables of the forms used during the creation of application menus must be previously recorded in the Process and Form components.

For example, a travel request form will be created containing two lists of values: one for the addition of the city of origin and another for the addition of the destination city, linked to a table containing the cities for selection.

A travel request process will also be created, to which the form will be associated.

In this article, the ways to create the records will be displayed. The details of the screens will not be addressed, but it is possible to refer to the documentation of the respective components for further details.

 

Configuring a form

1. Access the SoftExpert Form > File > Form (FO005) menu.

2. Click on the arrow next to the button and select the Responsive form option.

3. On the window that will open, enter the requested data and continue creating the form.

 

Configuring a table

1. Access the SoftExpert Form > File > Table (FO014) menu.

2. Click on the button.

3. On the window that will open, enter the requested data and continue creating the table.

The records created in the Field tab that have the Display in the list of records option enabled can be selected as columns and filters of the menus of the applications using the table.

For more details on the creation of responsive forms within the system, refer to the SoftExpert Form documentation.

For more details on creating and editing tables, refer to the SoftExpert Form documentation.

• The elements for lists of values and tables that use the data recorded in the tables will be added during form design.

 

 

Configuring a process

1. Access the SoftExpert Process > Process (PM063) menu.

2. Click on the Create button and select the BPMN option.

3. Select the process type that will classify the process being recorded.

4. Click on the Apply button.

5. On the window that will open, enter the requested data and continue creating the process.

For more details on the creation of processes within the system, refer to the SoftExpert Form documentation.

For more details on the association of forms with the process, refer to the Associating forms article.

 

 

Conclusion

Once the form tables and processes are duly recorded in the system, it is possible to associate the applications.


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