Using E-Forms - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Electronic Forms (E-Forms) are custom written in HTML to meet a specific need within Studio. These differ from User Forms in that they must be imported into OnBase and OnBase must be licensed for the E-Forms module.

Electronic Forms can be used in Workflow for a variety of different tasks. One particular use is the capture of data from the user without specifically storing the data as keywords within OnBase. This can be useful if information needs to be captured during a Workflow process, but it is not useful for the categorization or retrieval of documents. In this case, the form can contain the extra data without altering the keywords associated with the original document. If the data that is captured is relevant outside the life cycle, the form can be left in OnBase and retrieved as an associated document of the original.

Another use for E-Forms is to serve as a “token” document within Workflow. If the entity that you want to route through Workflow does not exist within OnBase, an Electronic Form can be created to act as a representation of this entity, which can be added to the life cycle. Another use for E-Forms is to perform “double-blind entry.” The goal of double-blind entry is to have two different people enter the same data, then compare the values to validate the entry.

Note:

If there is an attribute for a value in an E-Form, and only the "" exist, the E-Form will not work as intended in Workflow.

When an E-Form is used in Workflow and a button of type=submit has the value OBBtn_Cancel, when clicked, the form is not submitted, the Last Execution Result is set to False, and the entire task is aborted.

When an E-Form is used in Workflow and a button of type=submit has the value OBBtn_No, when clicked, the form is not submitted, the Last Execution Result is set to False, but the Task is not aborted.