Forms - for Workflow

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New in version 8.0

 

 

Choosing 'Forms' from the document information page displays any defined and configured web forms associated with this library, document type, and user profile.

 

 

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In this simple example available in the demo_sales library and using the Invoice document type, choice of the 'Sample Approval Form' link displays a simple custom form for adding an 'Approved' or 'Denied' category to this document:

 

 

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Pressing the 'Submit' button processes an associated UnForm "rule-set defined task" that adds or changes the category on this document.

 

A browse category drill-down for the demo_sales library could then show documents according to their approval status.

 

 

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And in a re-display of the same form the new category is at the bottom of the list of categories displayed for the document.

 

 

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Any process that can be scripted in an UnForm rule-set can be performed when launched by a browser form.

 

The designer/integrator has access to powerful library 'objects' which simplify the process of coding even complex document processes.