The following form actions are supported by the base product.
Copy From Previous Return is expected to return an updated form data or a message indicating that no previous return was found. The product supports an alternative optional scenario for this action. If no previous return is found, the form may be populated with basic taxpayer details, e.g., primary ID, name, and mailing address. This is done by implementing the action Get Taxpayer Info.
Check Form Data. This action triggers the form data validation and the response is expected to contain the corrected form data and the list of exceptions. The solution provided in the base product performs the validation using the C1-ApplyWSSValidation business service.
Ready to File. This action is expected to perform the final round of the form data validations. The outcome is expected to be similar: updated form data and a list of exceptions, if any. If this action returns no errors/exceptions, the self service product allows the user to submit the form.
Create Form. This action is responsible for actual form creation. The service task created as a result of a form submission plays a slightly different role than other service tasks. The form is created "outside" of the task; the form action processor C1-CreateForm creates the form and links it to the service task as a related object.
If the form submission is followed by supporting documents, upload, and/or payments, these entities are also linked to the service task. Thus, the service task serves as the tracking device for the various activities related the form submission. The lifecycle of the service task business object includes a monitor algorithm that completes the service task when the form is successfully posted.
Notes on Form Validation
The business service C1-ApplyWSSValidation invokes the form rules linked to the WSS Validation rule event. When designing the rules, consider the following circumstances:
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