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Workflow applications comprise several layers of technology that work together collaborate to create a composite application. When a workflow requires human interaction with a workflow is necessary, then the workflow must have , it must include a layer that allows for facilitates user input, known referred to as the "presentation layer." The presentation layer is that part of the workflow that users see and interact with when running a workflow. In Workflow Studio, the main primary element of this presentation layer is the form, which can be of comes in two types:   User Input   and   User Decision.

User Input forms allow users to enter information and submit the data back to the workflow for use in later subsequent activities. User input These forms are do not have "routedrouting" capabilities, meaning that they appear to any user currently running the workflow at that the point in the process where the User Input form is placed.

In contrastOn the other hand, User Decision forms are should be used when a form needs to be routed to someone to fill out the provide information or make a decision. User Decision These forms offer routing options and , create a workflow task for any "approvers" for at that form step stage in the workflow. User Decision forms also provide , and send email notifications to the users that when the form is being routed to an approver for a decision.

Forms provide include components that allow enable users to enter input information into a workflow and allow you, as a workflow developer, to capture data for use throughout the workflow. You design forms Forms are designed in the Form Designer and compile and publish those forms then compiled and published to the Workflow Server. Workflow Studio creates generates a special unique activity for compiled forms , known as called a "Form activity." When a form is compiled into an activity, you can drop place the resultant resulting activity onto the workflow's design surface of a workflow, making its properties—known properties, known as "dependency properties," —available accessible for use throughout the workflow.

This topic demonstrates how to create tutorial will guide you through the process of creating forms in Workflow studio by creating both a Studio, including both User Input and a User Decision formforms, and adding multiple component types to each. Specifically, we will create a simple We will start by creating a basic User Input form that could can be used in a "Leave Request" workflow and then use that form to create . Then, we will use this form as a basis for creating a related User Decision form that could be used , which a user can utilize to approve or deny the leave request.

To create a User Input form

The steps for this are as follows:

1. Create a User Input form:

   1. In Workflow Studio, create a new form and choose the User Input form type.

   2. Name the form, for example, "LeaveRequestForm."

   3. Add components to the form, such as text fields for the leave request's start date, end date, and reason, as well as any other necessary fields.

2. Configure the User Input form components:

   1. Set the properties for each component, such as labels, validation rules, and default values

   2. Bind the form components to the appropriate attributes or variables that will be used in the workflow.

3. Create a User Decision form:

   1. In Workflow Studio, create a new form and choose the User Decision form type.

   2. Name the form, for example, "LeaveRequestApprovalForm."

   3. Add the same components as in the User Input form, as well as an additional component for the approver's decision (e.g., a dropdown list or radio buttons for "Approve" and "Deny").

4. Configure the User Decision form components:

   1. Set the properties for each component, such as labels, validation rules, and default values.

   2. Bind the form components to the appropriate attributes or variables that will be used in the workflow.

   3. Configure the routing options and task assignment for the approver.

5. Compile and publish the forms

Create a User Input form

1. In the Workspace tree of Solution Explorer, right-click the Package node in which you want to create the form and select

1. New

1. User Interface >

1. Form

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1.  from the context menu.
   

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2. A form will appear in the workspace with some default naming.
   

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3. In the Properties pane, enter a name for the form in the

1. Name

1. field

1. , and provide a title and description for the form in the

1. Title and Description

1. fields, respectively.
   

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2. Double-click directly on the default form tab's caption text to edit it. Change the caption from

1. "Tab1

1. " to

1. "Request for Leave.

1. " After that, add primitive controls to the form

1. , which will enable users to

1. input information relevant to the workflow

1. the form is

1. intended for.
   

1. Click the Add Object button from the Workflow Studio Form Designer

1. Commands menu.
   

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2. In the

1. "Add Object

1. " window that appears,

1. navigate to the Primitives tab. Select the DateTime and MultiLineString objects, and then click the

1. Add

1. button. The

1. "DateTime

1. " object

1. utilizes a Calendar template, allowing users to select a date

1. through a calendar interface. The

1. "MultiLineString

1. " control

1. enables users to

1. input multiple lines of text.
   

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2. Open

1. the Add Object

1.  window again and add a

1. second DateTime

1.  object to the form's Components tree.
   In the

1. Components tree under the Other Objects node, DateTime1, DateTime2,

1. and MultiLineString1

1.  appear.
   

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2. To make it easier to identify the purpose

1. of each primitive object you just added to the form's Component tree, double-click each object name to

1. enable Edit mode and

1. modify the names

1. to something more meaningful. For

1. instance, you can change:

1. • DateTime1

1. •  to StartDate 

   • MultiLineString1

1. •  to ReasonForLeave 

   • DateTime2

1. •  to EndDate

1. Place the components

1. onto the form by dragging them from the Components tree and dropping them onto the form

1. within the Form Designer.

2. Right-click the text control and

1. select Edit

1. to open the

1. Field Configuration

1. window.

1. Check the

1. Is Double ColumnSpan

1. option and click

1. OK.
   

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   As shown below, the above action allows the field to spread across the form

1. .
   

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Create the User Decision form

1. Open the User Input form you created above, click

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1. the Common menu, and click the Save As button.

2. In the Save As dialog that appears, name the form appropriately, saving it in the package of your choice.

3. Right-click

1. the Enter the text displayed in the image below

1.  section and

1. click Delete Section.
   

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   Next, we need to add a new section to the form that can

1. bind the properties of the person initiating the request.
   

1. Click the New Section

1.  button in the Workflow Studio Form Designer Commands

1. menu to add the new section.
   

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2. Change the

1. section's name to Initiator of the Request by double-clicking the default text.
   

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2. Click the Add Object button from the Workflow Studio Form Designer Command

1. menu.
   

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2. IIn the

1. "Add Object

1. " window that appears,

1. navigate to the

1. Rbac Components

1. tab

1. . Locate and select

1. the Person component, and then click

1. the Add

1. button. A dialog will appear, allowing you to drag any attributes

1. associated with an EmpowerID Person onto

1. the form as

1. dependency

1. properties.
   

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1. 
   After clicking the "Add" button, a component

1. named "Person1

1. " will be added to the Components tree located

1. on the left side of the form. The "Person1" component contains the attributes

1. and properties

1. related to EmpowerID Person

1. objects.
   

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2. Double-click directly on

1. the Person1

1.  text to place it

1. in Edit

1.  mode and change the

1. object's name to Initiator. This data property represents the

1. Person initiating the leave request.
   

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2. Expand

1. the Initiator

1.  object node, locate

1. the FriendlyName attribute, and drag it onto

1. the Initiator

1.  section of the form.
   

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2. Edit

1. the FriendlyName

1.  label, changing the text

1. from FriendlyName to Name.

2. From the

1. Initiator

1. object node

1. in the Components tree, find the "Department", "Title", "Email", and "Telephone" attributes. Drag each attribute onto the form, arranging them

1. to resemble the image provided below.
   

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   Now we want to make all of the fields on the approval

1. form read-only

1.  as we don't want the approver to have the ability to alter the original request data. In this scenario, the fields in

1. the Request Details

1.  section of the form will receive their values from the information entered in

1. the Request Details

1.  section of

1. the Leave Request

1.  form by the request initiator, while the fields in

1. the Initiator of the Request

1.  section will receive their values from the binding that occurs between the request

1. initiator and the initiator component we just added to the form.
   

2. Right-click

1. the Start Date

1.  field and

1. select Edit

1.  from the context menu.
   

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2. In

1. the Field Configuration

1.  window that appears,

1. select Read Only

1.  from the lower pane and then

1. click OK

1.  to close the window.
   

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2. Repeat the above two steps for the rest of the objects in both sections of the form. Once completed, you should see only the object labels, as shown

1. in the below image.
   

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2. From the Components tree, expand

1. the Approval Decisions

1.  node and do the following to add buttons to the form that allow the approver to make a decision about the request.

1. • Select Approved

1. • Select Rejected

1. • Select Delegated

1. • Select ReturnedToSender

1. • Deselect Submit

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1. • Deselect Canceled
     Also, make sure to choose User Decision in FormType in the form properties window.
     

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2. Save your changes and publish the form to make it available to workflows as a From activity.

To publish forms

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Publish the forms

The forms developed above will have to be deployed to make them available to workflows. Build and deployment topics are detailed in the articles below,

Batch deploy to a local folder
Publish Workflow Studio Items to EmpowerID Environment