Process Start Form

You can use a process start form to initiate a process defined with Oracle Process Cloud Service.

For a process start form to work on a site, the following must be true:

  • The associated processes and process start forms must be defined with Oracle Process Cloud Service before you can display them with this component. See Developing Structured Processes in Using Processes in Oracle Integration.
  • To use the process start form, the user must be assigned the role associated with the process swimlane that contains the start form.
  • An administrator must set up the integration between Oracle Process Cloud Service and Oracle Content and Experience. See Integrate with Oracle Process Cloud Service in Administering Oracle Content and Experience. The integration between the two services requires SSO sign-ons, so both services must be in the same identity domain.

To add a process start form component to a page:

  1. Navigate to the page you want to edit and make sure that Edit switch is set to Edit.
  2. Add the component to the page.
  3. To edit the component and its appearance, click its menu icon Component Menu icon, and choose Settings.
  4. Choose Custom Settings to select a process start form and to set form defaults.
    1. If your site will be a public site, select a proxy service.
    2. Select a partition for the start form. You can use the Test partition to verify that the process is working as planned or the Production partition to deploy the process for general use.
    3. If you want to always use the version of the process that is selected as the default, select Use default process version. If you don't select this option you'll select a specific version, and if the process is updated, you'll need to update the selection in these settings.
    4. Select a process.
    5. Select a start form. Forms have the following syntax: process type:version:processname:start. For example, Basic Approval:1.0:Process:Start Basic Approval.

      If a message at the top of the window states “No Process Cloud Service connection”, it’s possible that the integration between Oracle Process Cloud Service and Oracle Content and Experience is not configured. Contact your administrator.

      The process author must add you as an initiator of the process to see it in the list. The process author must add all site visitors as initiators of the process or the visitors will be able to complete the form, but not initiate the process.

    6. Choose from the following to set additional defaults for the form.
      • Form title: Optionally replace the default form title with a title of your own.
      • Submit button name: Optionally rename the Submit button with a value you specify.
      • Show Submit button: Optionally show or hide the Submit button on the component (it’s shown by default). You might hide the component Submit button if a similar button is provided on the form itself.
      • Submit confirmation: Optionally replace the default confirmation message with a message of your own.
      • Show submit confirmation: Optionally show or hide the confirmation message when the Submit button is clicked. It’s shown by default and displays within the process start form component.
      • Show Save button: Optionally show or hide the Save button on the component (it’s hidden by default). You might show the component Save button if the associated process allows you to save your work and return to it later.
      • Show Discard button: Optionally show or hide the Discard button on the component (it’s hidden by default). You might show the Discard button if you want to allow the user to discard the form content and start over.
      • Show Attachments: Optionally show or hide an Attachments area on the form with ability to upload a file or files (it’s hidden by default). Files uploaded are stored as part of the process in Oracle Process Cloud Service.
      • Customize Default Values: You can set name and value pairs to prepopulate the start form. Click Add Field, then enter the field name and value. The name is one of the form fields, not a label used on the form, and the value is what is allowable for that field. To insert the current logged-in user data, use the special values %%username%% and %%userid%%.
  5. Use the General tab to modify spacing, alignment, and other presentation options.
  6. Use the Style tab to format the frame that contains the component with predefined styles or with your own custom choices.
  7. Use the Links tab to assign actions to the triggers provided by the component:
    • Start form submitted: This trigger occurs when the user clicks the Submit button.
    • Start form saved: This trigger occurs when the user clicks the Save button.
    • Start form discarded: This trigger occurs when the user clicks the Discard button.
    Click the trigger to assign an action. For more information about assigning triggers and actions, see Use Triggers and Actions.