Frequently Asked Questions

A: In general, they are both containers for values that you do not have. Much like tokens, variables store a value so that it can be referenced later on another form or page within Process Automation. Tokens have more advanced formatting and editing options that are not yet available for variables. Learn more about variables.

A: Yes, you can make any business process into a template that users will be able to select when creating a new business process. Simply download the business process as an XML file and upload the file as a new business process.

A: Forms are created within business processes. From the Manage page, select or create the business process you want the form to be associated with, click the Forms tab, and then click the New Form button. Learn more about creating a form.

A: Yes, it is! You can add variable parameters to the form's URL to pre-fill the form. In order to do so, you will need to know the variable name associated with the field you want to fill in, and have the link to that form. Once you have this information, build the URL with the following structure:

base URL?variable1=value&variable2=value

Replace variable1 and variable2 with the variable names of the fields you want to populate on the form, and replace value with the value you want to appear in those fields. Append other variables to the URL by inserting an & symbol followed by the variable name, as shown above.

Note: Only fields outside of collections and tables can be populated using URL parameters. In addition, address, file upload, and signature fields cannot be populated in this way.

A: Sometimes if you accidentally scroll too far in any direction it can be difficult to find your process. If you cannot locate it, click the Zoom to Fit button in the bottom right corner of the canvas. This will center the canvas on your process and adjust the zoom level so the entire process is visible.

A: In both cases, the business process will send an email to the specified users. The biggest difference is that an email service task will only send the email notification, while a user task will send the email as a notification to users informing them that they have a task assigned to them. If you want to assign a task to users and notify them, choose a user task. To notify users without assigning them a task, use an email service task.

A: 25 MB.

A: Yes! You can easily make a read-only, scrollable text box. You will use the Custom HTML field type for this. In the input box for the field, enter:

<div style="overflow:auto; height:100px; width:600px"> whatever your content is </div>

You can adjust the height and width specified in the <div> to match your needs.

A: You can make changes to your variables from the Variables tab of the palette in the form designer. In the Variables tab, click variable, then click the variable in the center page. A popup will appear that. Use the popup to can edit the variables name, delete it, and select whether the variable will be included on the instances page.

A: Yes, you can specify regular expressions for single line fields to specify their accepted values. You can supply text above the field to explain the format to users, or use JavaScript to show a warning message when input is not properly formatted. You can also configure custom error messages in the form designer.

A: You can accomplish this with JavaScript. On the CSS and JavaScript page in the form designer, find the ID associated with the field you want to hide. Then, in the JavaScript section, enter the following code, substituting ID for the field's ID.

$(document).ready( function() {
if($('input[name="routingResumeId"]').val() =="") {
$("#ID").addClass('hidden');
}
});

Note: The hidden field cannot be required.

A: Yes, enter the current user variable, {/_currentuser}, as the default value for that field.