In previous versions of Enterprise Forms, for any instance of the Workflow Manager module, the module can only manage one published form template. In order to manage multiple form templates multiple instances of the Workflow Manager need to be created. This is somewhat quite inconvenience and restricted when a user needs to manage more than 2 types of forms.
In version 5.0 this restriction has been lifted and it is now possible manage multiple form templates from a single instance of the Workflow Manager module. However there are a number of differences when multiple form templates selection and single form template selection
Single Form Template mode
- Create new form instance
- View My List of forms created by current user
- View My Worklist of forms requiring action from current user
- View All Forms current user has access
- Search on form current user has access
- Export form data for the currently selected view
Multiple Form Templates mode
- Create new form instance – available only when a specific form template is selected
- View My List of forms from assigned form templates created by current user
- View My Worklist forms from assigned form templates requiring action from current user
- View All Forms from assigned form template current user has access
- Filter on specific form template from selection list
- Export form data for current selected view – only available when specific form template is selected
The main difference between single and multiple template modes is the ability to Search on form data. In single template template mode the Search functionality is enabled whereas disabled in multiple template mode.
Workflow Manager Edit Options – showing the ability to select multiple form templates
My Forms view – showing the ability to filter forms by form template
Workflow Manager Edit Options Settings
| Property Settings | Description |
| Add Selected link button | Click to add the selected form templates from the Available Templates list to the Selected Templates list. |
| Remove Selected link button | Click to remove selected form templates from the Selected Templates list |
| Display Template Details | Select to Display additional details about the selected form template. This property will be automatically disabled if there are more than one form template selected |
| Enable Inline Validation | Select to force validation of form fields on the client-side where possible. |
| Hide Required Images | Select to make all the Required image in mandatory fields hidden. The required images are visible by default. |
| Hide Print Button | Select to hide the Print button (available from the action buttons bar) when viewing the form in detail mode. Print button is by default visible after the form has been submitted initially. |
| Show New Form | Select to enable visibility of the Create New button to allow creation of new form instances |
| Show My Form | Select to enable visibility of the My Forms view. My Forms view shows all form instances created (originally submitted) by the user. |
| Show Worklist | Select to enable visibility of the Worklist view. Worklist view shows all form instances that the user has write access to the form in its current state. |
| Show All Forms | Select to enable visibility of the All Forms view. All Forms view shows all form instances that the user have read access to. |
| Show Search | Select to enable visibility of the Search view. Search view provides the ability to perform search on designated search fields. Designated Search fields are form fields that have been marked as “Searchable”. This option is only enabled if there is only 1 form template selected and is automatically disabled if there are more than 1 form template selected. |
| Display Workflow State Info | Select to display additional info about the current workflow state of the form in Detail view of the form |
| Display Workflow History | Select to display historical changes of the form in Detail form view |
| Workflow Manager Page | Select to indicate the location of the Workflow Manager location. By default Use the Current Page is selected unless specified otherwise. |