User Forms in the Core-Based Workflow - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

An alternative to a user form that is accessed via a UNC path is to use an HTML form via URL. This configuration is only supported for Core-based user interfaces. Follow these steps to configure a user form that is accessible via URL:

  1. In the Workflow ribbon within the Workflow ribbon group, click User Forms.
  2. Select the appropriate Repository from the drop-down list.
  3. Select the appropriate Life Cycle from the drop-down list.
  4. Click Add on the User Forms dialog box to open the Properties dialog box.
  5. Enter the Name of the form in the field.
  6. In the Properties dialog box, type in the URL of the form you wish to use, in the form http(s)://www.domainname.com in the Location field. Click OK.
    Note:

    When using a URL to specify a user form, the Fill HTML Fields with document keyword and property values field is not functional. For more information see Display HTML Form.

  7. At the User Forms box, click Close to complete the configuration.

The form is configured for use in the same way as a standard user form, however, OnBase must pass an “obTarget” parameter to the form. This can be accomplished by embedding script in the form to retrieve this parameter and set the form's “action” attribute. Whenever the user submits a form, the form needs to be directed back to the Workflow interface for further processing. The form must programmatically retrieve the value of a querystring parameter called ‘obTarget' and set the ‘action' attribute of the form to this value. The following is an example using JavaScript in the HTML page's OnLoad event:

document.forms.item(0).action = decodeURIComponent(window.location.search.split("obTarget=")[1]);

E-Forms are also utilized in Workflow when using certain form actions. These differ from user forms in that they must be imported into OnBase and the system must be licensed for the E-Forms module.