mea Posted March 18, 2016 Posted March 18, 2016 I would like to direct the users in what to enter and really would like to remove the summary and description field as they have already answered the questions. However this results in a blank title being displayed next to the reference number. Is there a way to automatically populate the summary field with what is checked in the simple data list or from the category that is selected? as w are finding the user is having to type information or select the information more than once and is confusing. If we leave it with the default request form it will mean more work for the analyst and what is typed may not be enough information. I have tried to add a field on the customised form but this did not work.
Hornbill Staff DR Posted March 21, 2016 Posted March 21, 2016 Hi Marion, If you do not wish to present the "Request Details" form (used to capture the Summary and Description) in your Progressive Capture flows, it is possible to populate these fields using an Automated Task (the Blue-coloured Node) in your BPM workflow. After placing a new Automated Task node on the BPM design canvas, configure as follows: Scope = Entity Entity = Requests Type = Update Request Task = Details This operation will then give you the option to specify some content to put in your Summary field. Please remember that when configuring the node, the "Request Id" field must be left to automatically pick up the value and the other Options must have a value specified against them. With this approach, all requests that have the BPM associated will contain the same summary content, so I would suggest perhaps including a Human task that prompts the analyst to add more specific detail to the summary and/or description based on the information the customer has supplied (stored in the Questions section). The full range of BPM operations can be found at: https://wiki.hornbil...rocess_Workflow I hope that helps, Dan
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now