Workflow Step in Smart View

Vijhay D
Vijhay D
in Smart View #1

Hello All

I came across a presentation in KC about CS UI SDK which talks about workflow widgets. The widgets can be configured in such a way that the form tasks in a workflow can be reviewed and approved from the Smart View itself. It mentions about end-users getting access to this view on workflow assignments. I have also provided a screenshot from the presentation. I would like to understand how this can be accomplished, in that way I can request users to use the smart view for form steps.

I have also attached the screenshots from the presentation just in case.

Thanks
Vijhay Devarajan.

Comments

  • AdrianLuca
    AdrianLuca
    #2

    Hello Vijhay

    this can be achieved by checking the "Initiate in Smart View" option on "Start" step activity at workflow level.

    Also you need to choose the "Smart View" value for the "Display" option on each User Step activity.

    After you "Add to Workflow Definition" the above setting it will show the "Smart View" tab at activity level.

    Regards,
    Adrian

  • dluo
    dluo Member
    #3

    'Form view' here does not mean 'Form step'. I run into a problem when a Form step is opened in smart view by group user, it goes to classic view for user to accept the assignment.

  • edge_vie
    edge_vie
    #4

    Hi dluo

    I know it's quite some time ago, but have you ever found a solution to this issue?


    KR

  • Mfana
    Mfana
    #5

    have you ever found a solution to this issue?

  • Hari Prasad Dontu
    Hari Prasad Dontu
    edited November 29, 2022 #6

    You need to add the attributes in the Task's properties page. You can add the "Workflow Attributes" or "Form attributes" in single or two sections

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