A facility to automatically distribute a Form to the users as per a pre-defined
Distribution Group which is selected while creating a Custom FormAsite's workflow manager module allows you to create forms to distribute the form with actions automatically without user having to select values within the Distribution module. Forms can be designed to achieve any one of the following:
A facility to automatically distribute a Form to the users as per a pre-defined
Distribution Group which is selected while creating a Custom Form
A facility to automatically distribute a Form to selected users
with a predefined action selected while creating a Custom Forms
A facility for the user to specify users and the actions required
(within custom forms) and automatically distribute the Form accordingly.
The form needs to be designed as per the following in order to automatically distribute from within a custom form:
Auto-distributing as per a pre-selected Distribution Group:
1. Set the default value of System Field DS_AUTODISTRIBUTE to 1, if the auto distribution in the form needs to be executed form ORI or FWD message. If the auto distribution is to be carried out from RES messages, set the value of DS_AUTODISTRIBUTE to 11.
2. Add the field DS_PROJDISTGROUPS as required in the form design.
3. Use the DS_PROJDISTGROUPS field as a Drop down list box and map the drop down list box to look up the external values from DS_PROJDISTGROUPS source.
4. Set a rule to set the value of DS_PROJDISTGROUPS to the selected value of drop down. Set the value of DS_PROJDISTUSERS, DS_FORMACTIONS and DS_ACTIONDUEDATE to blank as the values will be set from Distribution group created on the respective workspace using Rules of Drop down list box.
A rule for the selected field appears as
(.) when added under Actions section.
The value of DS_PROJDISTGROUPS
can also be filtered while setting up look up value or while adding a
rule.
5. Set up an appropriate Distribution group on the workspace.
6. Set the value of "Use Form Distribution Groups" option to Yes within Apps - Manage Workspace Settings for the respective form type.
Auto-distributing as per a pre-selected Action:
1. Set the default value of System Field DS_AUTODISTRIBUTE to 2, if the auto distribution in the form needs to be executed form ORI or FWD message. If the auto distribution is to be carried out from RES messages, set the value of DS_AUTODISTRIBUTE to 12.
2. Add the field DS_PROJDISTUSERS or DS_PROJUSERS as required in the form design.
3. Use the added field as a Drop down list box and map the drop down list box to look up the external values from DS_PROJDISTUSERS or DS_PROJUSERS source to allow the users to select the recipient.
4. Set the value of DS_PROJDISTUSERS using the value of DS_PROJDISTUSERS or DS_PROJUSERS selection.
5. Set the value of DS_FORMACTIONS to any one of the following action which need to be set as a pre-defined action.
2 # Assign Status
3 # Respond
5 # Attach Docs
6 # Distribute
7 # For Information
36 # For Action
6. Set the default value of DS_ACTIONDUEDATE to the no. of days needed to be assigned to the users for completing the action. (For e.g. 7, 14)
A rule for the selected field appears as
(.) when added under Actions section.
The value of DS_PROJDISTUSERS can
also be set using substring-before or substring-after values depending
upon Data source selected.
Auto-distributing as per User, Action and Due Date selection:
1. Set the default value of System Field DS_AUTODISTRIBUTE to 3, if the auto distribution in the form needs to be executed form ORI or FWD message. If the auto distribution is to be carried out from RES messages, set the value of DS_AUTODISTRIBUTE to 13.
2. Add the field DS_PROJDISTUSERS or DS_PROJUSERS as required in the form design.
3. Use the added field as a Drop down list box and map the drop down list box to look up the external values from DS_PROJDISTUSERS or DS_PROJUSERS source to allow the users to select the recipient.
4. Set the value of DS_PROJDISTUSERS using the value of DS_PROJDISTUSERS or DS_PROJUSERS selection.
5. Set the value of DS_FORMACTIONS to any one of the following action which need to be set as a pre-defined action.
2 # Assign Status
3 # Respond
5 # Attach Docs
6 # Distribute
7 # For Information
36 # For Action
6. Set the default value of DS_ACTIONDUEDATE to the date by which the users shall complete the action.
A rule for the selected field appears as
(.) when added under Actions section.
A rule for DS_ACTIONDUEDATE can be set
to add no. of days to today to set the due date for the action.
The
value of DS_PROJDISTUSERS can also be set
using substring-before or substring-after values depending upon Data source
selected.
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