Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Forms Designer
The Forms Designer module is a
standalone module that is used to create forms and build forms based on business processes.
You can view existing forms, create a
form, open and modify an existing form, delete an existing form, create forms navigation, define themes, create site and so on.
You can also import and export forms,
Sites
What is a Site?
A site is a set of forms containing content such as text, images
that provide a business solution. The forms that are used in one site can be reused in other site but the look and feel differs on the theme associated with the site.
Site 2
To Do
Jobs
Workspace Forms
Navigation Menus
Process Forms
Configuring Site
In the Default Form box, configure the form that you want to set
as a default form.
Select the language to display the site in, from the Base
Language list.
Themes
What is a Theme?
A theme defines the visual layout with a consistent look and feel
across all the forms in a site. For example, Microsoft has a similar look and feel across all of its products.
You can configure a theme with font style, font color and page
color. Additionally, you can also create a theme by associating a CSS (cascading style sheet) and choosing a style for your form controls such as button, check box, table, tab and so on.
Once a theme is associated with a site it is automatically
applied to all the forms within your site. However, if you want to have a typical form irrespective of the theme, you can change the style of the controls by setting up their extended properties.
Configuring Theme
You can use a style sheet for configuring form controls
10
Forms
11
Workspace
Blank Site Create a site and forms from scratch
12
13
Generating Forms
Build Forms Logon (Windows or Manual) CreateNewJob Work Queue Take Activity Create Blank Forms Forms Use Cells to position controls (textbox, calendar, buttons) on
the form
14
Browser.
15
Customize Forms
Modify the auto generated forms Add new controls Textboxes, dropdown lists Event Types Redirect, DB Query, Web Service, .NET, Display Rule,
16
Import/Export
Exporting a Forms .zip file Small file size Process and forms are exported separately Export a specific form (.zip)
17
Variables
18
Global Variables
You can define frequently used variables as global variables.
These variables can be used across several forms. For example, if you need to frequently interact with a database, then you can create a global variable with "DSN=MyDB;" as its value. The same variable can be used in different forms to interact with the database.
Whenever the value of the variable is changed, the change is
19
20
Form Variables
Form variables helps you to hold data at the form level and use it
wherever required within the form. This eliminates the need to create hidden fields specifically on the form to hold data.
Once created, form variables can be used in the same way as
21
variable can then be populated using a DB Query, .NET, or a Web Service action.
22
Creating Forms
23
include Logon, Create New Job, Take Activity, Multi-View, MultiView Activity, Work Queue and Entity.
Logon Form
You can generate a Logon form automatically without the need to
create an external web page in Visual Studio and then redirect it to your site.
25
logon.
26
are assigned to you and total tasks of the group (team) in which you are a member, for example, Product Development.
It helps you to focus on the tasks or projects that requires your
27
Workspace
You can build a custom work queue form for a particular work
28
manual user activities of a map. This form can be associated with the activity and at run time, you can then take and complete activities.
using variables as inputs or outputs to an activity, controls are automatically generated for those variables; the controls depend on the variable type. For example, for Boolean type of variable, a check box is added.
Input variables are displayed as read only, and output
30
Form Controls
31
Controls
Users can enter information into a form
by typing into text boxes, selecting items from a list, selecting check box options and performing other actions. The objects that users interact with are called controls.
Specific controls, such as buttons allow
you to execute an event to perform an action. For example, by clicking a button at the bottom of your form, the input information can be saved to a database.
32
33
34
Image Control
You can enhance the look and feel of your forms by adding icons
35
Files\Kofax\TotalAgility\Agility.Server.Web\Forms\
36
Table Control
Use a Table control to organize and arrange your form content
37
38
Hyperlink Control
A Hyperlink control can be used to link to a URL. For example, a
form displaying information about a list of products can include hyperlinks to other web pages displaying more information on those products.
Hyperlink controls can point to any web server on either intranet
or Internet.
39
40
web page or an existing site page in your form. At run time, when the site is loaded, the embedded web page is automatically opened enabling you to view multiple pages at the same time.
41
the required form. Map the initialization variable to the relevant form field or variable (form or global).
To embed external web page (URL), enter the required URL, and map
field or variable (form or global) to the relevant initialization variable; the URL is specified at run time when it is read from a field on a form or a global variable.
42
providing a visual indication of what has been completed so far and the path taken, and also what is remaining.
Key information is available on each activity, and each activity is
43
44
Form Actions
45
What is Action
Action describes the different ways an event
can be initiated. For example, a customer credit score check could be based on two different actions:
a DB query action that reads the
appropriate score.
You can configure multiple actions to be
executed on an event firing on a form or form control, such as on form load, on button click, on select row in a table.
.NET Action
Enables interaction with software components developed for the
47
48
DB Query Action
You can add a DB query action for a form, and form control, such
as drop-down lists or text boxes, to add, display, update, or delete database records.
You can use the DB Query action to add multiple records at a
time, search for records with similar values, and use stored procedures.
Kofax TotalAgility is integrated with Data Access Service (DAS)
that allows you to easily connect and interact with a selected relational database.
49
50
Redirect Action
Redirect the user: to another page back to the original page to a pop-up window Redirect dynamically, that is, specify the URL to redirect to at run
mapping the fields on the source page to the required fields on the destination page.
51
52
Condition Action
Using a Condition action, you can define conditions around an
event firing and run a series of events in response to a condition being met.
Example: If the loan amount is greater then 1000: Display a message to the user (Display Rule) Run a DB Query to get interest rates for this loan amount and
Configuring Condition
Create Begin Condition
54
55
56
Display Rules
Hide/Show, Disable/Enable, Optional/Mandatory controls based
57
controls on the form behave. For example, you can hide one or more fields on the form, make a field read-only or disabled and so on.
At run time, the Display Rule is invoked once the user clicks the
58
59
calculations
May need to redirect to the same page if working with dropdown
60
content of a form field, form variable or global variable is calculated and displayed on a form.
At run time, the calculation rule is invoked once the user clicks the
61
62
63
Navigation
64
Navigations (Menus)
WorkspaceMenu CaseDetailsMenu JobDetailsMenu
65
Menus
WorkspaceMenu
GeneralWorkqueue.form
Reassign.form
66
Navigation
You can add multilevel navigation capabilities to your site. You can add vertical and/or horizontal navigation bars to your site
67
Configuring Navigation
You can redirect a menu item either to an internal form or to an
external form.
68
69
70
71
Translation
72
73
Managing Translation
Kofax TotalAgility adheres to the Internationalization (i18n) and
Localization (l10n) standards, which define the parameters for adapting computer software to different languages and regions.
74
75
Exporting Languages
76
Importing Languages
You can import translation resource (.resx) files, that is, files after
77
At run time, when the page with the Language Selector control
loads, the list is automatically populated with languages supported by the site, allowing you to manually select the language you want the page displayed in.
78
Thank you
79
For further information, please contact: Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: phong.chu@Kofax.com