Define Forms

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Define Forms

Overview

End users interact with the automated Processes through a web designed portal that executes with any web browser. Users access this interactive Process portal called Work Portal, where they have access to all their cases with activities pending. Each pending activity is represented by a user interface, known as a Form in Bizagi, that displays its data.

 

The third step of the Process Wizard, Define Forms, manages all user interfaces for human activities. The Forms Designer provides an intuitive and user-friendly structure to drag and drop the data fields (known as Controls in Bizagi) onto a form and arrange them in any way the Process calls for, without the need of programming. Forms associated with each activity, that make up the Process, automatically become functional upon saving the design.

 

 

 

ProcessWizard_03

 

 

Forms designer

The Forms Designer has a what-you-see-is-what-you-get (WYSIWYG) approach to it, meaning that you can build a Form and know exactly how it will display to end users.

Additionally you can define complex validations and perform actions on the information to ensure the content entered by end users is correct and complete.

 

Once clicking in Define forms, you will view your defined process model and be able to click those events or activities in which performers participate (for instance, not automatic tasks).

For those where a performer is expected to participate, you need to define the user interface for such activity or event.

Clicking on them, opens the Forms designer:

 

FormsDesigner

 

Notice that Bizagi will highlight with a yellow icon (for activities and non start events) or blue icon (for the start event), those BPMN elements which are expected to have a user interface but currently lack a definition for it from your side.