Attching form instance to the process

HI All,

We have another requirement like first we need to fill the form and click on submit button, then the process has to be started automatically and that form instance should be attched to that process. Why because the user who is submitting the form is not configured to see the process templates. Hence he cannot select the process and click on 'Start Process' button. So the process should start automatically.

We tried to achive this with 'Document Process' Adaptors in formbuilder for that form.

After configuring this form we are able to start the process by clicking on submit button, but the instance of the form is not being attched to process instead the form itself is attaching to it.

Please help me......

Thanks in advance...........

Thanks

Sampath

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Imran_Yusubov

Hi,

what dose this mean?

Why because the user who is submitting the form is not configured to see the process templates.

do you mean the users have none permission on the process template or what?

The users must have at least relate permission on a process template in order to initiate it, so if they have relate permission then it will be visible.

samp577

HI Imran,

The user have relate permission, but process tab is not configured for him. According to his role he should not see the list of available processes. We are using taskspace to do this configurations.

ArunSelvaraj

Hi Sampath,

Complete the form creation and process creation as we discussed above

For your new requirement you can implement in the following way

Login to taskspace and create an Action.
Select 'start workflow' action from basic or advanced actions category (Not sure where it will be search in both category).
Name your action and choose the process name from the list by searching.
Save the action.

The Action which you have created can be assigned to any of your taskspace tabs. If once assigned logout and login again and check in the tab. The Action label will display as the button name. Onclick of the button the process will initiate and the e-form associated to it will open, fill the details in the form and submit it.

Hope you know how to assign the action to the tabs.

In taskpace under Admin tab --> configuration --> Tabs

-Arun

Imran_Yusubov

Hi,

In our environment we also use specific action buttons for starting workflows, follow the instructions provided by Arun.

Also read the xcp best practices guide it describes the same steps too, and many other best practices for this kind of requirements.Let us know if you have any issue.

Thanks