How can I use a Form in Process Management workflow task Follow

Topics Covered:
Target Users:
  • Service Providers
  • Organization Administrators
Required Permissions:
  • Manage Process

Introduction

ADS will allow users to populate forms using workflow sub-processes and tasks. The form elements can be mapped to process task data when the sub-process is created or edited. The workflow sub-process can be created in Pre-Arrival, Check-In and Check-Out process.

Create a workflow Sub-process and task for a form

A form needs to be published before it can be used in Process Management (Pre-Arrival, Check-In and Check-Out) process. Please see the article “How to Map Forms elements to Employee PCS data and to publish the form?” on how to map a form and publish it 

Please see the article “How will I create a sub-process for in a Process”. To create a “Form Workflow” sub-process, please see Figure-1 below: 

  • Enter a Name for the sub-process 
  • Sub-Process Type: Select Form Workflow 
  • Form: Employee Data Form – New Delhi   
  • Save the sub-process 

Figure-1

Now we need to create task of type “checkbox” for this sub-process. Please see the article “How will I create a task in a Sub-Process? 

Please see Figure-2 below.  

Figure-2

  • Task Type: Checkbox 
  • Display Tab: Set values for “Name, Owning Section and Description” 
  • Assignment Tab: Set “Assigned To” value to user 
  • Permission Tab: Employee should have “View/Edit” permission 
  • Save the task 
  • Publish the Process 

Now that the process is published, it will be available in the employee assignment page. 

Please see the article “How can I complete a Process that is assigned to me in a PCS?” to view and complete a Task. 

Complete a workflow task to complete a form

When the employee completes the task from Assignment Details page the form is automatically populated with employee’s Last name, First Name, Phone number and email (Please see Figure-4 below). Please see the Figure-3 below to download the form with data being updated by the workflow 

Figure-3

Figure-4

Related Articles: 

How forms can be created and managed in ADS Application? 

How to Map Forms elements to Employee PCS data and to publish the form? 

How to How will I create a process in a Post? 

How will I create a subprocess for Process? 

How will I create a task in a Sub-Process? 

How can I complete a Process that is assigned to me in a PCS? 

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