Creating a Wizard UI in Forms Builder?

Hi,

I'm struggling to create a wizard like interface with Forms Builder.

Our customers requirements are:

1) Initiate the process

2) Perform a search of existing Customers, select a sub-set and add these to a list for processing. They may repeat this process multiple times, performing Customer searches and adding multiple Customers to the processing list

3) Once this step is completed they should be able to hit Next on the Form and it should take them to the next manual activity in the workflow.

4) There are many other steps after this and it would be good to be able to use the Previous and Next (Wizard) UI pattern

I cannot think of a way to get this working.

I have tried using Task Forms for each of the Manual Activities - which works, but they need to select the next task using a task list - which is an undesirable user interaction. I have also set Get Next Task Automatically in the users preferences, but this still doesn't seem to automatically bring up the next manual activity's Task Form (I think that this may be because I'm using the Inbox and not a work queue).

So learned forum - is there a simple way to do this, please? I have done endless searching and found no real solution. I get the horrible feeling that I may be trying to do something that TaskSpace is not designed to do.

I cannot use customisations, so using a custom WDK component is not an option. We have the ability to use 6.7 SP1 and the Stateless Process Engine so anything inventive using this functionality is also welcome.

Any help is greatly appreciated.

Thanks Niall

Find more posts tagged with

Comments

jppop

Hi Niall,

More than the Wizard UI pattern, it seems you need some thing like a 'shopping cart' pattern (or a clipboard).

Your user

selects existing Customers,
adds them to a clipboard,
repeats steps 1-2
starts the workflow.

You can have a look at the xCP Echo Action Accelerator. The Echo xcelerator allow you to create Wizard UI.

Hope this helps,

Jean-Pierre.

Niall

Thanks Jean-Pierre,

The problem with the Clipboard pattern is the lack of easy visibility of the current selections. The Shoping Cart pattern is interesting.

Not sure how the Echo Action Accelerator will help to create a Wizard UI though. It may allow me to hide/unhide certain parts of the Form, but I'm not sure how it would help to update a read-only table on the same form with selections made from another multi-select readonly table.

The ideal type of user interaction (if we are to call WDK ideal) is a bit like the user/group/role selector in WDK that allows the user to search for and select items on the left hand side and add them to a selected list on the right hand-side.

However, we are restricted to configuration only and only fully supported Accelerators can be used so that rules out the Echo Action accelerator unfortunately.

Cheers Niall