What is the standard way to make perform workflow with form

Hi, all:

I use Forms Builder 6.5 sp2 to create a form, and DAB for 6.5 to create a workflow.

I want to simulate traditional workflow with paper, a user fill a form and send to his director to review and so on...

What is the standard way to make forms and workflow work together?

I think it's probably to new a form from form template and write a adaptor which starts the workflow and add itself as a package when a user submits the form.

Is that right?

or should I start from "start a workflow" ?

Could someone roughly describe the steps?

thanks in advanced.

Find more posts tagged with

Comments

DCTM_Guru

In the Process Builder Guide, it states the following:

Associating form templates with packages

You can associate a form template with each package passed to a manual activity. A form
template provides a custom user interface for the performer who viewing and entering
data. Depending on the configuration options, the performer may see the form when one
of the following occurs:

• A user opens the package from their Documentum inbox
• When viewing the properties of the package

The performer fills in the form to complete the activity or to update the package
properties. If the activity receives more than one package, the performer fills in the
forms associated with each package. If a package does not have an associated form, the
performer sees a default Task Manager dialog box.

Does this help?

HawkChen

Thanks very much, Johnny.

So, do I have to use Process Builder to do that (associate form template with package)?

Can I use DAB's workflow manager to do this?

thanks.

DCTM_Guru

Yes. Forms Builder was designed to integrate tightly with Process Builder. Workflow Manager is old and basic workflow technology and may not work with Forms.