The electronic forms in Unifier are consistent throughout Unifier, with a similar look and feel. When you send a workflow business process form to the next step, the assignee receives a task.
When you first open a task, it appears in "view" mode. On the "view" version of this form, you can do the following:
- Accept the task
- Decline the task
- Print the form
- Terminate the record
- Send Mailbox
- Transfer ownership of the record
- Add an assignee to the current step
- Copy users to the current step
- Audit the progress of the record
- Add a comment, if you have permission
If you accept the task, the form becomes editable. On the editable, or "action," version of this form, you can do the following:
- Undo task acceptance, which allows someone else to accept the task.
- Decline the task, which takes you out of the list of assignees.
- Select the step’s next action.
- Add or edit form content
- Save a draft of the record
- Terminate the record
- Transfer ownership of the record
- Display the view form of the business process
- Audit the progress of the record
- Spell check the record content
- Add attachments, line items, etc.
- Send the form to the next step
The electronic form appears similar to a paper form—you complete the form by typing information directly into the form fields or choosing options through drop-down lists, pickers, or checkboxes.
Note: The section labels are determined in uDesigner and may vary. The basic form functionality remains the same.
If a data element in a BP form contains a tooltip (associated in the design, in uDesigner), then at runtime a question mark (?) symbol appears next to that field.
When you click on the Tooltip option, the Tooltip window opens which displays the following information in columns:
- Data Element: The name of the data element.
- Form Label: The label for the data element.
- Tooltip: The description of the tooltip.
The toolbar of the Tooltip window has the following options:
- Open
- Find
- Update from Data Element Properties
When you open the Tooltip window from the Upper Forms, all unique data elements from across all of the Action and View forms are displayed.
Note: If a data element exists in multiple forms, the data element will appear on this window once, only.
The data elements can be read-only or editable.
When you open the Tooltip window from the Detail Form, the data elements from across all of the line item detail forms are displayed.
When you open the Tooltip window from the Attribute form, the data elements present in the Attribute form are displayed.
When you click the Update from Data Element Properties, the Update tooltip Description window opens which contains the following information in columns:
- Data Element
- Form Label
You can select multiple items from the list.
The list of data elements are filtered based on the data elements available in the Tooltip window. You can select one or multiple fields and click Update. When you click Update, Unifier processes the changes and updates the tooltip contents.
Existing Designs
If a design existed prior to including the tooltip option, and you decide to use the tooltip feature at runtime, then you must perform the following:
- Enter the tooltip in the Data Element properties.
- In uDesigner, in the tooltip window, click on the Update from Data Element Properties option to get the updated tooltip from the data element properties.
- Deploy the design to see the tooltip at runtime.
- Alternatively, you can open the data element in the tooltip of the design and manually enter the tooltip and then redeploy the design.