Navigation:  Enterprise Forms Modules > Form Workflow Manager > View Edit Form Details

Form Workflow Manager automatically determines which form a user has access to based on their assigned roles.  The forms are categorize into section such as My Forms, My Worklist Forms and All Forms.  To view or action a form, simply click on the Detail link button adjacent to the concerned forms.  The system will display all the relevant details associate with the form.

 

The above image shows a sample overall layout for the View/Edit Forms Details screen

 

Functionalities available within the screen include

 

• Navigate between Current Main Form and Sub Form

• Navigate between History Main Forms and Sub Forms

• Delete Form Records from the system

• Print Complete Form Details at a particular state

• Progress Form to the next State of the Workflow

• Modify Sort Order for Form History Changes List

• Modify Paging Size for Form History Changes List

• Navigate between pages in Form History Changes List

 

Navigate between Current Main Form and Sub Form

• Click on the Sub Form link button with the image () to view the sub form for the current state.  The Sub Form is only available if there is a state form associate to the form at the current state of the workflow.  This is also the default view when the View/Edit Form Details screen first  loads if the sub form exists for the current state of the workflow.

• Click on the Main Form link button with the image () to view the main form at the current state.  This is the default view when the View/Edit Form Details screen first loads if there is no state form associate with the current state of the workflow.

 

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The currently viewed form is indicated by red font color

 

Navigate between History Main Forms and Sub Forms

• Click on the Main Form link button from the Form Changes History list to view the form details at the selected state

• Click on the Sub Form link button from the Form Changes History list to view the sub form details at the selected state.  If the state does not contain a state form, the Sub Form link is disabled.

 

Delete Form Records from the system

• Click on the Delete link button with image () to delete the everything associate with the form from the system.  The Delete link button is located within the Action Buttons bar and is only visible if the user has Delete access to the form at the selected state

• Click Ok when the confirmation screen appears to proceed with the delete process, otherwise click Cancel

 

Print Complete Form Details at a particular state

• Click on the Print Form link button with the image () to open a window containing a printable format of the form (page by page with state form if exists)

 

Progress Form to the next State of the Workflow

• From the Action Button bar located at the very bottom of the form

• Click on the required Action Button to submit or progress the form to the next state of the workflow

 

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Additional notes

• Action Buttons to progress to the next state of the workflow are only available if user has write access to the form (though there are other action buttons such as Reset, Return, Print which do not submit or progress the form)

• Depending on the settings specified, the form may or may not validate data entered by the users.  If validation is required and data entered do not pass validation error messages will be displayed to the users to correct the data accordingly

• Once a form has been submitted or progressed to the next state, the Action Button will display the Print button which allow users to print the submitted form.

• Once a form has been submitted or progressed to the next state, depending on the settings specified for the Workflow Step, the user may be notified with a successful submission message or redirect to another URL.

 

Modify Sort Order for Form History Changes List

• To sort on how Forms History Changes list should be displayed, click on the header name link button for the required column to sort

• How the list is being sorted is indicated the by red arrows ( ) next to the column header name.  The red arrow pointing down indicates the list is being sorted in descending order for the selected column.  The red arrow pointing up indicates the list is being sorted in ascending order for the selected column.

 

Modify Paging Size for Form History Changes List

• In the Records Per Page  field, select a page size from the list of available sizes.  This action re-orders the list and displays form template records up to the size selected.

 

Navigate between pages in Form History Changes List

• To navigate between pages of the Form History Changes List, click on the required number link button displayed at the bottom bar of the list.

 

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The Page currently being viewed is indicated by the Red font color