KONTINUUM FORM DESIGN

 

OVERVIEW

§         Kontinuum forms are the foundation of any Kontinuum workflow

§         It is in the Kontinuum Forms that the data capture process begins

§         To build a Form a user must be belong to a user group that has Form Builder or Workflow Designer permissions

 

Forms can be used in two ways:

1.                               To collect information from users participating in a workflow

2.                               A Parameter Form - To perform queries on existing data (adding flexibility to End User Reports)

 

ADDING A FORM

§         Login as a User with Form Builder or Workflow Designer permissions

§         Click on the Forms button on the left navigation bar

§         Expand the Forms folder by clicking the + icon

§         Click on the folder to add the Form into

§         From the pop up menu click on Add Form

§         Fill in the details for the Form as described below

§         Click the Submit button to save the Form

§         The tree will now refresh with the new Form just added

 

PROPERTIES ASSIGNED TO A FORM

Definition of Display Name

 

Definition of Form Name

 

Definition of Display Description

§         The Display Description allows designers to give a more detailed overview of the information the Form is collecting

§         The Display Description is an optional field when creating a new Form

 

Definition of Needs Approval

§         Selecting the Needs Approval option means the Form must go through an approval process before it can progress to the next stage in the workflow

 

Definition of Workflow

§         This option allows designers to assign a Form to the Workflow it belongs to

§         The Workflow question is an optional field when creating a new Form

 

RULES APPLIED TO A FORM

Definition of Auto Forward Rule

§         This rule allows designers to progress Users immediately upon submission from one form to the next in a workflow

§         Entering number one (1) in the Auto Forward rule box will forward the User from form 1 to form 2 instantly upon submission of the form

 

Definition of Dynamic Forward Rule

§         This rule allows designers to progress Users immediately upon submission from a form to an external page or another form in the Workflow

§         For example: Entering thankyou.htm in the Dynamic Forward rule box will forward the User from form one (1) to thankyou.htm instantly upon submission of the form

 

Definition of Email Form Content Rule

§         This rule allows designers to send the contents of a completed Form to an email address

§         For example: Entering info@webandflo.com in the Email Form Content rule box will forward the completed form to the specified email address

 

Definition of Email Message Rule

§         This rule allows designers to send an email to an email address after a specific action has occurred.

§         For example: Entering [info@webandflo.com][Expenses][Expense Claim just completed] in the Email Message rule box will send an email to the specified email address with the subject ‘Expenses’ and with ‘Expense Claim just completed’ in the body of the message

§         This email will be sent to the recipient as soon as the Expense Claim form is submitted

 

Definition of Set Task List Rule

§         Designers may choose to give the user the ability to reassign tasks

§         This rule behaves as a selection rule, allowing designers to define the conditions under which tasks can be reassigned to other users

§         For example: Entering [Jim][Michelle] in the Set Task List Rule means that upon viewing the Form the user can reassign this form to the users Jim or Michelle.

 

Definition of Submit Button Rule

§         Designers may choose to have more than one submit button displayed at the bottom of the page

§         When the User clicks on any of these new buttons the value of the name will be passed and can be used in rules as the variable @@Form.WAF_SubmitButtonValue

§         For example; Entering [Submit][SaveAs] in the Submit Button Rule would display two buttons at the end of a form, Submit.gif and SaveAs.gif

§         If the User clicks on the SaveAs button then @@Form.WAF_SubmitButtonValue would evaluate to SaveAs

 

DEFINITION OF A SUBFORM

§         Kontinuum Subforms are used to group questions within forms for layout purposes

§         For example: One (1) form may be split into 5 Subforms (groups) and displayed in various configurations (See section on Subform type for more information)

§         To add a Subform to a Form the designer must be belong to a user group that has Form Builder or Workflow Designer permissions

 

HOW TO ADD A SUBFORM

§         Login as a user with Form Builder or Workflow Designer permissions

§         Click on the Forms button on the left navigation bar

§         Expand the Forms folder by clicking the + icon

§         Click on the form to add the Subform under

§         From the pop up menu click on Add Subform

§         Fill in the details for the Subform as described in section 4.2

§         Click the Submit button to save the Subform

§         The tree will now refresh with the new Subform just added

 

PROPERTIES ASSIGNED TO A SUBFORM

Definition of Display Name

 

Definition of Subform Name

 

Definition of Tab Name

§         If the Subform is to appear as a different tab then this question is required

 

Definition of Display Description

§         The Display Description allows designers to give a more detailed overview of the information the Subform is collecting

§         The Display description is an optional field when creating a new Subform

 

Definition of Order

§         Designers may choose to have more than one Subform in a Form

§         The Order option allows the designer to define the order in which the Subforms appear

§         Each Subform has a default value from 1 to 11, with 11 being the maximum number of Subforms contained within a Form

 

Definition of Subform Type

§         Designers may choose to display questions in a variety of different ways, they are as follows:

§         One

§         Growing

§         Side Bar

§         Double

§         Double Bar

§         The Subform type will default to One when first created

 

Definition of Subform Type - One

§         Selecting the Subform type One means that for every one question there is one answer

§         The first Subform of every workflow must be of Subform type One

§         See below an example of One to One Subform design

 

Definition of Subform Type – Growing

§         Selecting the Subform type Growing means that each question is displayed at the top of a column and answers can be filled in under each header, row by row

§         At the end of each row an Add new Row button will appear

§         Once the row of questions has been completed the user can press the Add new Row button to add an additional blank line of questions

§         See below an example of Growing Subform design

Definition of Subform Type – Side Bar

§         Selecting the Subform type Side Bar means that each question is displayed at the top of a fixed number of rows are displayed

§         Each of these rows has one or more Sidebar columns that define the information that will appear horizontally

§         See below an example of Sidebar Subform design

Definition of Subform Type - Double Bar

§         Selecting the Subform type Double Bar means the Subform appears with a fixed vertical header and a fixed horizontal column

§         All other questions are then displayed as locations in a coordinate grid

§         See below an example of Double Bar Subform design

Definition of Sub Form Type – Double

§         Selecting the Subform type Double means the Subform appears as two boxes side by side

§         The User is then able to move all items from one box to the other box

§         All items that are moved to the left box will be stored in the database

 

Definition of Appear Column

§         Designers may choose to display Subforms side by side from left to right

§         The Appear column always defaults to 1

 

Definition of Tab Number

§         This option allows designers to break up the information shown to a user in a Form by displaying it in different tabs

§         To allocate a Subform to a different tab assign a number from 1-10

§         More than one Subform can be assigned the same tab number

§         If there is only one Subform then no tabs will be shown

 

Definition of Auxiliary Form

§         This holds an override location to store the data instead of [Current Data Storage.dbo.Subform Name]

§         The name of the [remote server].[database].dbo.[table name] that stores the information for this table

§         If the server is a remote server you will need to register the server

§         Remote servers that are Excel files do not have the ability to explicitly delete rows

§         Excel has no method of indexing a row

§         In the case of Excel files this means that the cells in the rows are set to blank

 

RULES APPLIED TO A SUBFORM

Definition of Hidden Rule

§         Designers should enter WAFFL (Web and Flo Functional Language) into the Hidden rule box to determine under what conditions the contents of this Subform are hidden from the user

 

Definition of Uneditable Rule

§         Designers should enter WAFFL (Web and Flo Functional Language) into the Uneditable rule box to determine under what conditions the contents of this Subform cannot be edited by the user

 

ADDING NEW QUESTIONS

§         Login as a user with Form Builder or Workflow Designer permissions

§         Click on the Forms button on the left navigation bar

§         Expand the Forms folder by clicking the + icon

§         Click on the Subform to add the Question under

§         From the pop up menu click on Add Question

§         Fill in the details for the Question as described in section 5.1

§         Click the Submit button to save the new Question

§         The tree will now refresh with the new Question just added

 

QUESTION PROPERTIES

Definition of Answer Box Type

§         Designers may choose to collect the answers to questions in a variety of different ways, they are as follows:

o        Check Box

o        Document

o        Header

o        Hidden

o        HTML

o        Input Mask Box

o        Label

o        Label Not Stored

o        List Box

o        Order bar

o        Password Box

o        Radio Buttons

o        Report

o        Side Bar