Build a Multiview Activity form

Use a Multiview Activity form to build forms for multiple activities and to display those forms with additional content using a navigation menu. using this form, you can display a primary form and navigate to other forms while maintaining context. You must define at least one navigation menu before creating a multiview activity form.

Note You can generate only one form for an activity.

The generated capture form has the following format: <ProcessName>_<ActivityName>_<form type>. For example, in the LoanApproval_VerifySalary_Scan form, LoanApproval is the process name, VerifySalary is the activity name, and Scan is the form type.

All the process initialization variables and the variables used as input or output to the activity appear as corresponding controls in the form. Input variables are read-only; output variables are editable controls.

  1. On the Home page, click Form Designer > Multiview Activity.

    The Multiview Activity Form page appears.

  2. In the Process box, consume the process map.

    A list of the activities showing the activity name, process name and activity type appears.

  3. Manage the activities list as follows:

    • Verify that you have at least one activity selected. By default all activities are selected. To exclude an activity from the generated form, clear the check box for that activity.
    • By default, the activities from the embedded processes are also included in the list. To exclude embedded process activities from generating forms, click No for Include embedded processes.

    • By default, the name of the generated form appears in the Associated File property of the corresponding activity. To keep the name from appearing as an Associated File property, click No for Update processes with Associated forms.

  4. To save the activity changes to your work queue at runtime, click Yes for Include Save Button.

    The Save button appears at runtime when the user takes the activity.

  5. To complete the activity and take the next activity from your work queue at runtime, click Yes for Include Complete and Next Button.

    The Complete and Next button appears at runtime when you take the activity. It helps to complete the current activity and take the next activity from your work queue.

  6. Consume the Navigation to use and continue as follows.

    The navigation appears on your form at runtime. You can use the navigation to navigate from one form to other.

    • To add a menu to the navigation, enter the menu name.

    • To place the menu at the bottom of the navigation pane, click Bottom. By default, the menu position is Top.

  7. Click either of the following:
    • Generate: To save the form.

    • Generate and Release: To publish the form.

Once a form is generated and released, you can do the following: