How to Configure Form Session Routing and Workflow with the Ideagen Smartforms Designer
Who is this article for?Ideagen Smartforms users configuring the system.
Understanding of code is required.
Ideagen Smartforms solutions commonly utilize workflow as one of many components on a form. Here I will show how to implement some simple workflow through the script editor in the Ideagen Smartforms Designer.
Workflow is to be implemented using the AfterOpen and ServerQueueing method as shown here. This is a simple example where inspectors will open new form sessions and when they finish the session, it will be sent to an Approvers queue who will review the form, and once they finish the session it will be sent to a Managers queue. Finally, when a manager finishes the session, it goes to the finished queue on the Mi-Enterprise Middleware Server.
The workflow is as follows..
Inspectors -> Approvers -> Managers -> Finished
In the Client-Side, JavaScript editor:
// Triggered when the form is opened function EH_AfterOpen() { // person to open new form session will be an inspector so set hidden value to Inspectors _form.setValue("_hdCurrentQueue", "Inspectors"); }