V9 Libraries forms used in multiple processes [ Edited ]

[Paul Ferker]

I've created a form in library and I would like to use this form in my multiple processes. Can someone describe the steps needed to have these forms working and what do I need to set up to save my form values.

I need to know what kind of BO, variables(local, process, or other) I need to set up. Any link to any useful documentation would be useful.

[Sandeep Gupta]

It all depends on the usage and purpose of the form. We can implement same functionality in lot different ways

Once a library is referenced in a solution all of its components (including forms) are available for usage .

Can you provide a bit more detail of the requirement?

Do you have access to "Designer User Guide.pdf "? It provides lot of information that I found very useful

Thanks & regards

Sandeep

[Jerome҉]

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Paul Ferker wrote:

I've created a form in library and I would like to use this form in my multiple processes. Can someone describe the steps needed to have these forms working and what do I need to set up to save my form values.

I need to know what kind of BO, variables(local, process, or other) I need to set up. Any link to any useful documentation would be useful.

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I don't think what you want is possible from a Library.

Within a Project a single form may be reused in different processes by using Local variables and adding the BO for all Processes. Then assign the Local variables based on the process name. We show this is our Hints & Tips. The BO's you are not currently using when in the Process have no effetc, as the folder id id not valid for them.

Unfortunately this is not possible in a Library, since you do not have access to Process BO's in a Library.

[Paul Ferker]

Hey Sandeep,

Hope all is well. Here is the requirement.

I have a solution that contains 6 projects. I've added a library that contains 1 form to collect information. This is the same information needed for all 6 projects. At the end of the process I need to update external database with the values on this form. This is a complex form and I would like to maintain one version of it. This is very trivial thing to do in version 7, so I was hoping it would be in 9.

I've looked at the Designer User Guide and there very little or no information on this subject.

Regards,

Paul

[Sandeep Gupta · Accepted solution]

Following approach might work 

In the Library 

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1) Create a sub-process and define process variables for the data you want to capture on the form  
2) Link the subprocess MBO to a form and create form fields using sub-process variables

There is one catch though - the data captured on this form will be stored in the sub-process table instead of the process table. The FolderID will be the same as the actual process folder id though.

Data saving to the external table can be done on "when user exits form" event or "when action completed" event in the individual processes.

Attached is a sample of the above approach.

There might be better ideas out there as well.

Thanks & regards

Sandeep

[Paul Ferker]

BIG thank you Sandeep.

Worked like a charm. This is exactly what I was looking for.

Regards,

Paul

[Clarence Lewis]

This works, but what if you need to use the form as an admin form?

I have a form segment in a library that I use in the process and as its own admin form.  When I add the library to a process, it tells me that the "Local" is not available in this context.  If I put the form segments directly in the solution, I can use the form segments in either the process or the admin forms.