Create a form instance with Process Data Mapping

Hi all,

the scenario is that based on some user input I need to create an instance of form and present it to the user in the next Task as a package.

The user will select from various dropdowns in a taskspace form, and on that basis we can look up a form template to use.

I then need to create an instance of this form and present to the users for completion. Can we create this istance using PDM?

The test workflow I have queries for the template (defined as a package of type XForms template). I then use PDM to create an object (XML Instance) and map/ copy the data element from the template to the instance.

It works ok in that the workflow completes and the objects are created, but its not a form that a user can interact with.

Is this method correct, and if so what have I missed?

Many thanks

Hoo

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Miller-zzMST

Hi!

What Type of forms are you using? Electronic?

... but its not a form that a user can interact with.

Why not, before process ending you just need to move this form to any folder where a user can get it. This can be done by Process Data Mapping Activity or by Link To Folder Activtiy.

~ Konstantin

Old_Hooster

Hi Konstantin,

apologies if I wasnt clear.

The users can see the newly created form instance, as its now a visible package in the workflow task. My issue is that I cant seem to open it, update the fields and save it before fininshing the task. Hence my query as to whether I was creating the correct object type.

Thanks

Hoo

Miller-zzMST

If the user needs to edit the form as not like the process package, but as a document in the repository, it is only necessary to move this document into any folder. How you can do that I wrote in my previous post.

By the way, all packages created in processes are created in folder /System/Workflow/Processing Form. And they are stay there even after process ending, as package are persisant objects.

Old_Hooster

Hi Konstantin,

As I mentioned previously, there is no issue with the users getting access to the form. The problem was with viewing the form "as a form" and not as a piece of xml.

I think I have worked out what the problem is now - the relation objects do not get created when I was creating a form instance in my workflow.

I manually created them , and now the form opens correctly in the clients.

For information the relation objects are as follows:

1) dm_xfm_instance_schema where parent_id is the object id of the form instance I created in the workflow and child id is the object id of the dm_xfm_instance_schema of the form template

2) dm_xfm_instance_form where parent_id is the object id of the form instance I created in the workflow and child id is the object id of the dm_xfm_form

of the form template.

I can use DQL write to create these for now, but surely there is a better way to do this............

Many thanks for your input

Hoo

Miller-zzMST

Try this:

in Process Data Mapping Activity (you can use any existing PDM activity) map the 'form' string to the format node of the content branch of your package. Use a copy function, bind it to the format at the destination side, click twice on function, press add button, and write form.

Rajesh_Mani_dctm

Hi Hoo,

I am working on a similar requirement as yours in this thread. I need to attach a hi-fi form as a package during the runtime and later use PDM activity to assign data to it.

In the Process template I have defined a package of type dm_xfm_instance and have assigned a hi-fi form template created using forms builder. Now how do I use DQL query activity to attach a instance of the form as package during runtime.

If you can explain in detail with screen shots I would really appreciate your help on this.

Thanks

Rajesh Mani

raju.pingili@intueorinfotech.com

Hi old Hooster,

Did u reslove create a form instance with process data mapping. if u reslove how did u can u plealse help me to do this. we have same requriement like u

Thanks

Raju.P