Global and summary forms

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Global and summary forms

Overview

Global and Summary Forms are those related to a Process in order to show summarized information. These Forms are used exclusively to display information, so the records in the tables and values of this forms cannot be modified.

 

Global form

Review the main information of a case in which the user has no pending activities.

Review the main information of a case that has been closed.

 

The Global form can be accessed by clicking the Case Number link of a case returned in a search.

Global forms are related to specific Process versions. If a Process has several versions, each one should have a Global form.

 

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Create and Associate a Global Form

1.In the Expert View go to the Entities module and click on the application entity that the process belongs to.

Right-click Forms and select New Form. Alternatively, copy an existing form through the Autogenerate option.

 

 

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2.Verify the From contains all the relevant information of the Process in read-only format.

 

3.In the Process module find the Process and version to which the Global form will be configured. Right-click over the Version option and then click on Properties.

 

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4.In the new window, select the form just created.

 

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Take into account that the creation of the Global and Summary forms must be done starting from the Application Entity level, and not from a Master Entity level.

 

Summary form

Allows the user to view information on an allocated case without actually entering the case.

The form can be accessed by clicking the View icon (Forms Components203) beside a specific case from the Work Portal.

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Create and associate a Summary form

1. In the Expert View select Entities and click on the application entity that the Process belongs to.

Right-click Forms and select New Form. Alternatively, copy an existing form through the Autogenerate option.

 

 

 

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2. In the Process module locate the Process and version to which the Summary form will be associated. Right-click the Version and select Properties.

 

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3. The Process Properties screen will display. Select the form created from the drop-down list.

 

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Take into account that the creation of the Global and Summary Forms must be done from the Application Entity and not from a the Process Entity.

If your Global or Summary form has an Action Launcher control, the actions displayed will depend on the logged Stakeholder.

 

What happens when there is not a defined global form?

By default Bizagi displays a message when there are any pending activities for the current case.

 

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Global and Summary forms in Production

To guarantee the correct performance of all environments, once deployed Global and Summary forms will not be available to modify or delete. If new forms are needed users can create new versions of them and relate the new versions to the Processes as described above.