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.
Create and Associate a Global Form
1.In the Expert View go to the Entities module and click the application entity that the process belongs to.
Right-click Forms and select New Form. Alternatively, copy an existing form through the Autogenerate option.
2.Verify the From contains all the relevant information of the Process in read-only format.
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When designing a global or summary form you can use only the following Actions and validations: oset background for oset forecolor for ochange visibility for oset required for ocollapse oset as active Any other action will be ignored.
Likewise, you cannot: oUse entity forms (reusable forms) oUse controls that have expressions with context (for more information, refer to Me functions) oUse functions such as Me.SetXPath, as these affects the data of a case oAssign default values to controls oSet XPath values through expressions or controls |
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 Properties.
4.In the new window, select the form just created.
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Global and Summary forms can be created directly from the Application entity where the process belongs to, or directly from the process' forms. When created from the Application, these forms will be available to be reused from all processes belonging to said Application. |
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 (
) beside a specific case from the Work Portal.
Create and associate a Summary form
1. In the Expert View select Entities and click the application entity that the Process belongs to.
Right-click Forms and select New Form. Alternatively, copy an existing form through the Autogenerate option.
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.
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 Persona. |
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.
Global and Summary forms in Production
To guarantee the correct performance of all environments, once deployed Global and Summary forms will not be available for modification or deletion. If new forms are needed users can create new versions of them and relate the new versions to the Processes as described above.
Last Updated 12/12/2024 12:06:08 PM