Bizagi allows you to reuse a Form that contains information that is presented in the same way in several forms of a Process, or among different Processes.
These forms are Entity forms, also know as Reusable forms, because they are not created directly in the Process but in the entity that contains their information, that is, in the Context entity.
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Consider these concepts about Entity forms: •Entity forms can be used as Nested forms, as Forms to Add and Edit records in tables, Search forms and Form links. •To make a Form reusable keep in mind that you have to create it in the Form option of an entity. Thus, the context of the form will be the entity. •It is very important to know that when Entity Forms are used as Nested forms they will have a inheritance hierarchy. If the Nested form is defined as not editable, for example, all the controls inside the form will be displayed as not editable, regardless of their own configuration. |
When you identify the need for a reusable Form there are two ways to create them:
•Directly from the first From where you want to reuse
•From the Entity
Create an Entity form (or Reusable form) from a form
Suppose you will design the Forms of a Purchase Request Process. You know that the request information will be displayed in all the Forms of the Process, so the best ideal would be to make a reusable Form. That way you will create it once, and reuse it everywhere. Furthermore if you want to change anything in the form, you can do so in just one place and not repeat the change everywhere.
The attributes related to the information that will be part of the reusable Form are all stored in the Process Entity.
1. Locate the node Reusable Forms in the Forms designer, under the respective entity.
Click on New Form.
2. A new Forms designer window will display. This form will have the context of the entity where it is stored for future use.
3. Create the Form including all the required information.
Go to the Properties of the form and give it a name that will help you to easily identify it.
Save and close.
4. Returning to the Activity form, drag and drop the new Form to be reused.
5. The Entity Form boundary will be displayed with a Nested form highlight.
If you need to edit the form, click it and select the Edit icon on the bottom left.
Create an Entity form (or Reusable form) from the entity
Suppose you will design the forms of a Purchase Request Process. You know that the request information will be displayed in all the Forms of the Process, so the best ideal would be to make a reusable form. That way you will create it once, and reuse it everywhere. Furthermore if you want to change anything in the Form, you can do so in just one place and not repeat the change everywhere.
The attributes related to the information that will be part of the reusable form are all stored in the Process Entity.
1. Go to the Expert View and select the Entities module. Locate the context entity, and right-click the Forms. Select New Form.
2. A new Forms designer window will display. This form will have the context of the entity to which it will be linked for future use.
3. Create the form including all mandatory information.
Go to the Properties of the form and give it a name that will help you easily identify it.
Save and close.
4. Return to the Wizard view and go to the Activity form. Drag and drop the new form where it will be used.
The Entity form boundary will be displayed with a Nested form highlight.
If you need to edit the form, click it and select the Edit icon on the bottom left.
Offline Entity forms (or offline Reusable forms)
All reusable forms have an online and offline version (when running on a mobile device), these two versions are synchronized by default but they can be detached by editing the offline version. When a reusable form is used inside a form that has independent online and offline versions, the reusable form will display the version that is being used in the form.
The Entity form boundary will be displayed with a Nested Online/Offline form highlight.
Follow this link for more information about Offline forms.
Last Updated 2/1/2023 3:13:22 PM