V9 Libraries forms used in multiple processes

---

Paul Ferker wrote:

I've created a form in library and I would like to use this form in my multiple processes. Can someone describe the steps needed to have these forms working and what do I need to set up to save my form values.

 

I need to know what kind of BO, variables(local, process, or other) I need to set up. Any link to any useful documentation would be useful.

---

I don't think what you want is possible from a Library.

Within a Project a single form may be reused in different processes by using Local variables and adding the BO for all Processes. Then assign the Local variables based on the process name. We show this is our Hints & Tips. The BO's you are not currently using when in the Process have no effetc, as the folder id id not valid for them.

Unfortunately this is not possible in a Library, since you do not have access to Process BO's in a Library.

Following approach might work 

In the Library 

------------------

1) Create a sub-process and define process variables for the data you want to capture on the form  
2) Link the subprocess MBO to a form and create form fields using sub-process variables

There is one catch though - the data captured on this form will be stored in the sub-process table instead of the process table. The FolderID will be the same as the actual process folder id though.

Data saving to the external table can be done on "when user exits form" event or "when action completed" event in the individual processes.

Attached is a sample of the above approach.

There might be better ideas out there as well.

Thanks & regards

Sandeep

This works, but what if you need to use the form as an admin form?

I have a form segment in a library that I use in the process and as its own admin form.  When I add the library to a process, it tells me that the "Local" is not available in this context.  If I put the form segments directly in the solution, I can use the form segments in either the process or the admin forms.