Paypal Workflow Task is an Advanced Workflow Processing task providing a mechanism to integrate form submission and Paypal payment processing.

To use the Paypal Workflow Task, simply select the PayPal Payment Gateway item from the list of available workflow processing tasks.  Note that the Paypal Payment Gateway must be enabled via Advanced Portal Features before it could be used.

The following are properties required by PayPal

• Integration Environment:  By default the Paypal Integration Environment is set to a live or production environment.  However if you are developing and wish to test the payments, it is possible to select the Test environment.  For more information go to http://developer.paypal.com
• Paypal User Id:  This is the main login Paypal account for the merchant.  This is the name of the account where payment will be processed and paid to.  This field accepts dynamic tokens.
• Item Name: This is the name/description of the Product Item.  This is used to describe the name of the item the customer is purchasing.  This field accepts dynamic tokens.
• Item Id: This is unique id of the Product item.  This field accepts dynamic tokens such as [FORM:txtProductId]
• Amount: This is the Amount value of the purchasing product item.  This field accepts dynamic tokens.
• Currency:  Selects the currency for the purchasing product item.  By default the US dollars is the default currency.

The following are properties required by Enterprise Forms for workflow processing.  In a standard usage scenario, it is suggested that there should be at least 4 workflow states available to select from.  Three of which will be used by Paypal to indicate whether payment has been processed, pending or failed.  The fourth one is used in the To state to indicate that the form has been submitted.

• Payment Succeed State:  Select an item from the list of available Workflow states to represent in the workflow when payment has been processed successfully.    
• Payment Pending State:  Select an item from the list of available Workflow states to represent in the workflow when payment has been processed but pending clearance.
• Payment Failed State:  Select an item from list of available Workflow state to represent in the workflow when payment failed for some reason.

How does Enterprise Forms and Paypal work?

When a form is submitted, Enterprise Forms saves in the Submitted state (or the To State selected for the workflow step).  The system will then transfer the user to Paypal to process the payment.  Once payment has been processed Paypal will send that information back to Enterprise Forms to change the workflow state appropriately.  For example, if the payment is validated and accepted by Paypal, it will send that information back to Enterprise Forms so that the form could be changed to the state prepresenting the success payment.  In a live Paypal environment this is done pretty much instantaneously.  In the case when user submits the form but cancel the payment, the form will just stay at the submitted state.