101-wm-install-wm_addtional_type_controller

Workflow Management Form Controller – WM Additional Type Custom Entity

Version 6.1 (In Development)

Overview

This controller is used for a Workflow Open Form with a category that ‘Allow additional types’. It must be set for the secondary entity, to manage the additional types.
When the Open Form is initialized, for the entity that manages the types:

  • The New button is not visible
  • The Delete button is not visible
  • Controls read only attributes (see below)
NOTE: This page is intended for System Administrators and Business Analysts to create a Workflow form and configure the form controllers.

 

Configuration

The following is the configuration of the controller or custom control object properties.
To configure, you need to select the CATEGORY and TYPE entity from the list of entities and drag it to the form header.
Than click on the tab header to configure.

Other Workflow Type Custom Entity (WM_ADDITIONAL_TYPE)

 

Element Property Setup
Browse Columns Select the columns for the browse and the order to appear on the field
Hidden on Load If hidden on load, user will need to click on the browse button
Show on Left If not clicked will show on top
Size Space to use when the browse window is used.
TIP: Reduce size during the configuration in order to have more room to see the form itself.
Controller Controller WM_ADDITIONAL_TYPE_CONTROLLER
Controller Properties n/a
Miscellaneous Allow Delete (optional) Allow delete of a workflow record (Standard OpenForms Option Available)
Allow Insert Allow creation
Allow Save Allow save
Configuration Filter by system id n/a
Filter by constants n/a
Order by n/a
Reposition n/a
ID Setters n/a
Record Description Expression For example:
Expression option Convert Null parameters to default Value must be set to TRUE?
Tab Sequence Number OpenForms standards
Text/Misc. Text Used for the business entity name?
Misc EN Will be used for the SY DICT description?
Misc FR
Internal Element Controlled Internally as READ ONLY
Attribute The controller takes care of the following attributes so that they are read only.
WM_ID, TYPE_CODE, IS_MASTER, LAST_MODIF_UID, LAST_MODIF_DATE
Other n/a

 

 

101-wm-install-wm_addtional_type_controller

 

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101-wm-install-wm_controller

Workflow Management Form Controller – WM Controller

Version 6.1 (In Development)

Overview

This page is intended for System Administrators and Business Analysts to create a Workflow form and configure the form controllers.
The following is used in all Workflow Management Forms’ Root Entities. It manages the database model and controls dynamic user key creation, master record creation and deletion as well as read-only fields.

Configuration

The following is the configuration of the controller or custom control object properties.

Main Workflow Custom Entity (WM_CONTROLLER)

In OpenForms Designer, after having created the new form, click on the Entity header tab to configure.

Element Property Setup
Controller Name WM_CONTROLLER
Properties NONE
Browse Columns Select the columns for the browse when there are more than 1 workflow record
and the order of the fields to appear in the browse window
Hidden on Load If hidden on load, user will need to click on the browse button
Show on Left If not clicked will show on top
Size Space to use when the browse window is used.
TIP: Reduce size during the configuration in order to have more room
to see the form itself.
Miscellaneous
(optional)		 Allow Delete Allow Delete of a workflow record (Standard OpenForms Option Available)
Allow Insert Allow Insert (creation) of a Workflow
Allow Save Allow Save
Configuration Filter by system id n/a
Filter by constants n/a
Order by n/a
Reposition n/a
ID Setters n/a (if i want to use a view query link to a record, do i need)
Record Description Expression For example
@attrWM_ID.Display
+ ‘ Application# ‘ + @attrAPPLICATION
+ ‘ Number# ‘ + @attrNUMBER
+ ‘ Cert.# ‘ + @attrCERTIFICATE
+ ‘ Status ‘ + @attrSTATUS
Expression Setup Convert Null parameters to default Value must be set to TRUE?
Tab Sequence Number n/a
Text/Misc. Text Used for the business entity name verify
Misc EN Will be used for the SY DICT description? verify
Misc FR French (n/a)
Internal Elements Controlled internally as READ ONLY
Read Only Fields LAST_MODIF_UID, LAST_MODIF_DATE
WM_ID, ID, STATUS, Linked ID, Linked ID type (list to be defined and changed in the controller)

 

 

101-wm-install-wm_controller

 

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WM – Form Controller – WM Links Controller

Workflow Management (WM) Form Controller – WM Links Controller

Version 6.1 (In Development)

Overview

This page is intended for System Administrators and Business Analysts to create a Workflow form and configure the form controllers.

Configuration for Names

The following is the configuration of the controller or custom control object properties.
Main Workflow Custom Entity (WM_LINK_CONTROLLER)
In OpenForms Designer, after having dragged the LINKED NAMES entity to the form, click on the Entity header tab to configure.

Element Property Setup
Controller Name WM_LINK_CONTROLLER
Properties NONE
Browse Columns Select the columns for the browse when there are more than 1 workflow record
and the order of the fields to appear in the browse window
Hidden on Load If hidden on load, user will need to click on the browse button
Show on Left If not clicked will show on top
Size Space to use when the browse window is used.
TIP: Reduce size during the configuration in order to have more room
to see the form itself.
Miscellaneous
(optional)		 Allow Delete Allow Delete of a workflow record (Standard OpenForms Option Available)
Allow Insert Allow Insert (creation) of a Workflow
Allow Save Allow Save
Configuration Filter by system id n/a
Filter by constants Attribute = ID type
Operator = Equals to
Constant = NA_ID
Order by n/a
Reposition n/a
ID Setters n/a (if i want to use a view query link to a record, do i need?)
Record Description Expression For example
Expression Setup If expression is used, click on Convert Null parameters to default Value must be set to TRUE?
Tab Sequence Number n/a
Text/Misc. Text Used for the business entity name verify
Misc EN Will be used for the SY DICT description? verify
Misc FR French (n/a)
Internal Elements Controlled internally as READ ONLY
Read Only Fields ???

Configuration for Other Links

The following is the configuration of the controller or custom control object properties.
Main Workflow Custom Entity (WM_LINK_CONTROLLER)
In OpenForms Designer, after having dragged the LINKED IDs entity to the form, click on the Entity header tab to configure.

Element Property Setup
Controller Name WM_LINK_CONTROLLER
Properties NONE
Browse Columns Select the columns for the browse when there are more than 1 workflow record
and the order of the fields to appear in the browse window
Hidden on Load If hidden on load, user will need to click on the browse button
Show on Left If not clicked will show on top
Size Space to use when the browse window is used.
TIP: Reduce size during the configuration in order to have more room
to see the form itself.
Miscellaneous
(optional)		 Allow Delete Allow Delete of a workflow record (Standard OpenForms Option Available)
Allow Insert Allow Insert (creation) of a Workflow
Allow Save Allow Save
Configuration Filter by system id n/a
Filter by constants Attribute = ID type
Operator = NOT EQUAL TO
Constant = NA_ID
Order by n/a
Reposition n/a
ID Setters n/a (if i want to use a view query link to a record, do i need?)
Record Description Expression For example
Expression Setup If expression is used, click on Convert Null parameters to default Value must be set to TRUE?
Tab Sequence Number n/a
Text/Misc. Text Used for the business entity name verify
Misc EN Will be used for the SY DICT description? verify
Misc FR French (n/a)
Internal Elements Controlled internally as READ ONLY
Read Only Fields ???

 

 

101-wm-install-wm_link_controller

 

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WM – Form Controller – WM Type Control

Workflow Management Form Controller – WM Type Control

Version 6.1 (In Development)

Overview

This page is intended for System Administrators and Business Analysts to create a Workflow form and configure the form controllers.
This custom control is used to provide the workflow type drop down table for categories that ‘Allow additional types’.

Configuration

The following is the configuration of the controller or custom control object properties.

Workflow Type Custom Control (WM_TYPE_CONTROL)

First you need to add the custom control object by dragging the control to the form (root entity) then click on the custom control object on the form to set the properties.

Element Property Setup
Layout Height Standard OpenForms
Horizontal Alignment Standard OpenForms
Margin Standard OpenForms
Text Style Standard OpenForms
Vertical Alignment Standard OpenForms
Width Standard OpenForms
Misc. Action WM_TYPE_CONTROL
Is Enabled n/a
Is Tab Stop Standard OpenForms
Is Visible n/a
Name Maintain by System
Properties
Misc. IsAdditionalComboBoxEditable If you want to be able to type in the combo box, to start the drop down list based
on the data entered, click
Tab Sequence Tab Stop Sequence Number Standard OpenForms
Internal Element Instructions
Not applicable

 

 

101-wm-install-wm_type_control

 

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WM – OpenForms Reference

Workflow Management OpenForms Reference

Version 6.1 (In Development)

Overview

Prerequisites: Setup and configuration of workflow kind, categories, department, types … in GNA

System Resources

The following system resources are available for the Workflow Module
WM – System Dynamic Searches
WM – System Queries (Description, Look-ups and other system queries)

OpenForms Designer (OFD) FORM DESIGN

Once the Workflow has been configured in the Administrator (GNA), you are ready to setup the forms.

101-wm-ofr-ux-(OFD-Main-Setup)-Small.png
Click on the image to enlarge

The following explains the steps in creating a form and the controller and customer control properties to set.

1- Create the Form Skeleton (Entity and Controller Setup)

Master (Root) Entity

  • Create a new form (Select the Kind/Category Model)
  • Add the main custom entity and setup (wm_controller)
  • Add the workflow type custom control and configure (wm_type_control)

Additional Types (only if category allows)

Activity Status

  • Create a custom entity and configure (wm_activity_status…) multimedia modal form property (height and witdh) when accessed from an acitivity.

Name and Other Links

  • Add the entity for Linked Names and configure the controller for names links (wm_link_controller)
  • Add the entity for Linked IDs and configure the controller for other id links (wm_link_controller)

Multimedia (optional)

  • Add the multimedia entity and configure – OPTIONAL (multimediadocuments_control) if you want to add multimedia for the property or the name or your form.

Multimedia Scanning Queue (optional)

Attributes

  • All date fields should be set to date only

 

Standard Action Buttons

The following actions button controllers can be added to the workflow forms (most likely ACTIVITY):

OpenForms Designer (OFD) SECURITY OPTION

The following security can be set for the controllers

Activity Controller OFD Security

The following security options are available for the controller

  • Allow Completed Response Modification
  • Allow Re-Initiate Steps
  • Allow Multimedia Links
  • Assign to
  • Target Date
  • Total Time Spent
  • Note

Business Entity Designer (BED)

Business Entity Model Name Standards

When you create kind and categories in GNA, the short description that is entered is used in BED as the business model name.

101-wm-setup-BED.png
Workflow Management BED features (click to enlarge)
NOTE: It is suggested to use the same prefix and/or code during installation for easy retrieval and update.

 

Business Model & Entity Default Properties

When you create kind and categories in GNA, the business entities and models are created automatically.
The default settings used are as follows:

  • Model – Used by Query Tool = True
  • Entity – To be Audited = False (not implemented)
  • Entity – To be Audited in View Mode = False (not implemented)
  • Entity – A Note is required on Creation or Modification = False
NOTE: It is suggested to change these settings after having completed the kind & categories configuration.

Business Entity Attributes

The following properties can be setup for the Added Fields:

  • Required
  • Default Value
  • Predefined Content
    • Lookup Table (User, System or Query)
    • Calculated
    • Pattern (currently not implemented)
  • Allow Notes / Notes Required
  • Validation Rules

 

 

101-wm-ofr

 

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Govern OpenForms Designer (OFD)

OFD60_Start_Icon_Big.png  Govern OpenFormsTM Designer (OFD)

Overview

The Govern OpenForms Designer is part of the Govern OpenForms Product Suite. It is available in version 6.0 and above. It is used for designing the end-user forms for Govern OpenForms. These forms are based on the business models and business entities created in the Business Entity Designer, where the attributes are added to the entities, mapped to the database, and the relationships between entities and between tables are created. The OpenForms Designer provides the tools for the intermediate steps between setting up the data mapping performed in the Business Entity Designer and making the forms available in Govern.

The OpenForms Designer (OFD) provides:

  • A user-friendly interface
  • Easy-to-handle drag and drop tools
  • Deployment ease and management with Deploy EZ.
  • Access to security permissions without having to open another application.
  • Greater flexibility for designing layouts.
  • View your new forms immediately in Govern.
  • Modify them and see your changes in real time
  • Security settings for adding security when you create your forms without having to open another application.
  • Add expressions anywhere on form, at the entity level, to an attribute, to a control, or to the Record Description

 

Read More...

 

Documentation

For complete information on The Govern OpenForms Designer (OFD), open the pdf from the following link:

105-all-OFD-OpenFormsDesigner

What’s New

Modal Mode

You can now open another form on a specific entity without navigating away from the current form.
The link can be added to any of the following:

  • A modal form is opened in a secondary window. The focus is on this form. No actions can be performed on other forms until the modal form is closed.
  • If the ID setters, for the Modal form, are different from the previously selected form, they do not change the Govern IDs in the tree view.

For details, see the Links section under Properties in the OpenForms Designer guide.

Preview Mode

Preview Mode is now available in the OpenForms Designer.. This is useful when you are adding margins and test styles.

Adding Margins

Before adding individual items to a form, you can now define default margins to apply to all items on every form. This ensures consistent spacing across all your user forms.
See Default Margins under Administrative Settings in the OpenForms Designer guide

Creating Text and Foreground / Background Styles

Use the Text Style Editor in GNA to create styles for the text that appears on your forms as headings or labels. You can also use it to create foreground and background colors for the items that appear on forms.
See Default Margins under Administrative Settings in the OpenForms Designer guide.

Quick Reference Guides

For a Quick Reference to the main features, see:
Govern OpenForms 105-ofd-all-GovernOpenFormsDesigner-(user)-(man)-(6.1)Designer, version 6.1

For a Quick Reference to the Security features
Govern OFD 6 Quick Reference Security

For a quick reference on expressions, see:
Govern OpenForms Designer Expression Quick Reference

Related Information

For information about creating business models and entities, see:
Govern Business Entity Designer (BED) 6

 

 

 

105-all-ofd

 

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