Advanced Form Training Steven Haffey Solutions Architect II

Advanced Form Training Steven Haffey Solutions Architect II

Audience • Forms Designers • Process Designers • Laserfiche Administrators

Agenda Building Forms – Advanced Options Variables CSSJavascript Inline Process Design – Advanced Options Gateways Throw and Catch Events Documentation View Team Utilization Using Dynamic Team based on Values from Form Submission Form “Template” for Forms Builders Landing Management Forms Maintenance

Building Forms - Variables

Building Forms – CSS

Building Forms –Java. Script Commenting out pieces of Java. Script • Single line Comments (//) • Block Comments (/*……*/)

Process Design - Gateways Splitting Merging

Process Design – Throw and Catch Events • Signal Throw events broadcasts a signal to the process • Signal Catch Events always listen for a broadcast signal that is setup • Events will only receive broadcast when attached to a user task or sub-process that is active or has not run • EXAMPLE • • Multiple levels of parallel approval with multiple active paths One out of the three paths have the ability to override and deny the entire process

Process Design – Documentation View

Process Design – Documentation View

Teams Filter Using Teams that are dynamically selected by Variables • User Task • Assign to • Team based on variable • Assignment options • Round robin

Teams Filter Using Teams that are dynamically selected by Variables

Form “Template” for Forms Builders • Benefits • Consistent Form Design • Templates • Fields and Variables • Carry Save to Laserfiche Information • Linked Data Connections • CSSJava. Script replicated • Department Driven Templates • EMP • SR • FIN To Duplicate

Landing Managment Landing Types Internal Requires Login Limited User Access Public No Login Required Public Access must be enabled Selected Requires Login Choose Specific process All Internal and Public Process

Forms Maintenance New option within Forms 10. 4 Ability to be setup on the entire Forms Application Ability to be setup on a specific Forms Process

Conclusion Q&A Resources https: //support. laserfiche. com/ https: //answers. laserfiche. com/ Help Files Laserfiche Forms Help