XML Form and workflow

Hi ,
Can a workflow is possible by using iviews which are created bt XML form Builder ?
Aneez

Hi,
As i understand XML Form Builder helps us create a Form Template which can be used to create content easily. Content created are stored as KMContent and ones thes workflow (Approval) is set to the folder the documents are subjected to the workflow.
iViews are used to display the content from the KM Content.
Regards,
S.Divakar

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Develop Form and Workflow in SharePoint Online and On-Premise

Hi Expert,
I have the question about Form and Workflow in SharePoint Online vs ShrePoint On-Premise
Current Problem : Customer is implemented Form and Workflow in SharePoint Online but they have a problem some features that didn’t work in SharePoint Online. I will have a meeting to discuss Do and Don’t Form and Workflow in SharePoint Online compare SharePoint
On-Premise.
Please suggestion.
Thank you

Hi MasterBird,
There is no documentation to explain the difference of the custom form and workflow between SharePoint Online and SharePoint On-Premise. For your issue, you can have a look at the following blog:
http://www.techrepublic.com/blog/the-enterprise-cloud/get-infopath-forms-and-sharepoint-online-with-office-365/
https://support.office.com/en-us/article/Office-365-known-issues-6b380978-84ce-49af-be5d-f7cda0fe28f9?ui=en-US&rs=en-US&ad=US#__sharepoint_online_preview
https://support.office.com/en-in/article/Configure-InfoPath-Forms-Services-a8609546-c0d7-4956-81b6-08e93eb4b290?ui=en-US&rs=en-IN&ad=IN
http://blog.sharepointlearn.com/2011/11/03/sharepoint-in-office-365-the-good-the-bad-the-brilliant-and-the-ugly/
Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
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Eric Tao
TechNet Community Support

Form and Workflow in SharePoint Online vs SharePoint On-Premise

Hi Expert,
I have the question about Form and Workflow in SharePoint Online vs ShrePoint On-Premise
Current Problem : Customer is implemented Form and Workflow in SharePoint Online but they have a problem some features that didn’t work in SharePoint Online. I will have a meeting to discuss Do and Don’t Form and Workflow in SharePoint Online compare SharePoint
On-Premise.
Please suggestion.
Thank you

Hi MasterBird,
For SharePoint 2013 On-premise, we can :
Comlete control of our environment and data
Supports heavy customization
Keep sensitive information in-house
Easier integration into line of business systems
Full development options for developers
For SharePoint Online workflow:
Workflow 2010 & 2013 are available with Standard and Enterprise Editions without having to install
If using Windows Azure workflow functionality is the same as 2013
Cannot create custom Visual Studio workflows
For InfoPath Form Services you will need Office 365 Enterprise Could Edition or SharePoint Online Plan 2
More information, please refer to the video:
http://www.youtube.com/watch?v=eNtCH3qOk2g
Best Regards,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support

XML Forms and Posting Directly to iView

Hey Everyone,
This is my first time posting a question on SDN, so please forgive me if I leave anything out.
I have a question regarding XML Forms and iViews. We are using EP 6.40 SP12.
I would like to have an XML Form filled out and have it's contents sent directly to an iView which is located on the opening screen of our Portal. The scenario is that every Tuesday the form will be filled out, saved and will appear on the user's Portal. An appropriate folder structure has been created in KM to hold all the forms, etc...
Any help would be much appreciated,
Cheers
Rav

Hi Ravinder,
After generating the forms,you have to create iViews for the Forms,Authoring iview and Render List iView.
These iViews can be assigned to users,or assigned to some page using Delta link.
The updated news will be available as a List on the Browser iView,which can be clicked to drill details.
The properties are set in the iView properties of Layout Set ,for example for authoring iView
Layout Set = NewsExplorer
For render List iView
Layout Set = NewsBrowser
Path to Initially Displayed Folder /documents/myNews
The values will change depending upon the form name.
Please go through this document for a detailed example
<a href="https://media.sdn.sap.com/html/submitted_docs/Best_Practices/EP/documentation/How-to_Guides/KM/How%20to%20create%20XML%20forms.pdf">https://media.sdn.sap.com/html/submitted_docs/Best_Practices/EP/documentation/How-to_Guides/KM/How%20to%20create%20XML%20forms.pdf</a>
This Document gives a step by step solution on using XML forms.
Regards,
Siddhartha
Message was edited by: Siddhartha Jain

XML Forms and URL links in RenderListItem Form

Hello everyone,
I'm new at XML Forms and trying to do my first forms. I have this scenario:
- user fills several entry fields in "Edit" Form, 2 of them include URL Links.
- Every new entry in "RenderListItem" Form lists fields "Title" and URL1 URL2.
In RenderListItem Form, i would like to control the behaviour of these links. Link URL1 should open in a new window, but URL2 should stay in the same browser window.
How can i achieve this ?
Thank you in advance for any help,
Nuno

Hi Nuno,
you can achieve this by changing the XSL file.
Check out this thread for more infos: XML form display in same browser window
Best regards,
Robert

XML Forms and Permissions

Hi guys,
I am using EP 6.0 SP14 and have a question about how to use XML Forms and permissions.
The scenario is... We have a KM Navigation iView which displays the RenderListItem form using the NewsExplorer layout set. Several people have access to this iView, so they can create new news. Also, for each news created, there are the options Edit and Delete.
The issue is that we do not want someone to Edit/Delete the news created by another person. We want only the "owner" to do this task. Two acceptable solutions would be:
- The RenderListItem only displays the items created by that particular user, allowing it to use the options Edit/Delete.
- All news created are displayed, but only the ones created by the current user will have the Edit/Delete options available
Is it possible to reach one of the above solutions using configuration only?
I found this thread:
Repository Service auto change resource permissions
But it uses Java programming, which we would like to avoid, if possible.
Thanks in advance
Fernando Urzedo

Hi Fernando,
> not familiarized with the Portal API yet.
> Furthermore, we are running low on time
Take it as your chance to get more familiar with it
Especially the KM framework has a lot of interfaces where you can extend the functionality with a lot of magic, which simply is not possible by just configuring something.
> in that third thread,
> how should I import it into portal?
"Third thread"? I think you mean the thread you have referred to?! (So: Implementing a Repository Service).
To get s solid basis for this, search on google for
Detlev "Repository Service" site:forums.sdn.sap.com
You can start implementing this by the KM (RF Component) wizard, which creates the basic implementation for you.
Hope it helps
Detlev

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Xml form and Approval workflow/process

Hi ,
I have created an xml form template and
I have to integrate with Approval process ..
My requirement is something like this ....
After the content created using the xmlform template by the content generator(role).
It should go to the Approver(role) action_inbox for approvalthen once Approver approves the content should be copied from the original folder to a predefined folder.
Actually I trying to implement repository service,
With in which I am registering with
StatemanagementEvent.PUBLISH
Yet I am not sure whether I am doing correct or not
Can anyone Please guide me how to achieve this
thanks

Hi Patricio,
thanks for the reply..
Yes I think I need repository service..
I am using the xmlform template to generate the many contents. say I have generated
three content from a xmlform template
One content has to move to folderA
second content has to move to folderB
third content has to move to folderC
for this move action ... I am planning to implement repository service where I will capture the Approved Event( Right now I do not know which event is triggered.. I am searching for that.. if you know please let me know )
then after getting the which resource( rather in my case the xml file ). I have to move/copy this xml file to a designated folder..
this is actually my requirement
Sorry for not making clear about my requirement in my earlier query..
I would like to know ...
for this requirement is there built-in facility something like just configuring EP or
Am I going in the right direction ?
I am bit confused about the stepos involved in the approval process..
which comes first Publish or Approval
thanks
pk
Message was edited by: PK G

Logical flow between User forms and workflows

Hi,
I want to know the logical flow among jsps,UserForms and workflows in IDM.
This may appear as a silly quest. But I want to know how exctly the workflows are getting excuted when we click the buttons on the forms....
For eg While creating the user after gving the user details in Tabbed User form when we click on save how it is calling Create User Workflow....
where is the link and how its happening.....
If any one know this please reply me....this a quest remaining in my mind since so many days....
Thanks in advance....

I dont think, there is any xml codes in any of the forms for calling workflow. One needs to render a form for any workflow. Whenever you hit new User , the create user workflow gets initiated and the form and the default form for create user is Tabbed User Form. activities and forms are mapped according to the authorisation level. If you create any Admin role, then we need to specify a form for the admin's capabilities. I guess for configurator , to create a a new user, the form has to be Tabbed User Form by default. For a custom Lanch user process, one needs to include a form along with the workflow. We can do that. Thats what I know till date.
Thanks,
Manila

Letting non-technical clients design forms and workflows

Some individuals in my organization are under the impression that our clients, who are very non-technical, will be able to design forms / workflows, etc.
The impression is that the developers are to create a set of standard schemas, fragment libraries, and workflows, and then the (non-technical) client can build their own forms, select a predefined Task Manager endpoint, and hit the ground running with their new form, in production. Yes you heard me correctly. In production. That means no DEV, no QA, no passing Go.
In other words, they are putting LiveCycle on the same playing field as Vignette (Content management in production).
I disagree with their approach and am seeking feedback. Thanks! ;-)

If the form is bound to a schema, at least when they move form elements around, most of the time it will still work. If normal binding, moving stuff around will screw up the data merge.
The biggest problem I see with the changes being made directly in production is that I save my forms to the repository in order to test. The preview tab quite often does not represent true functionality. So if they had Workbench pointing right at prod, the form cannot be tested without releasing it.
I don't know what you mean between content repository and Workbench repository. The way my implementation works, if I save in Workbench, I can immediately reload the page to get the changes. They are the same repository. I am using the API call (off the top of my head) renderFormWithUSageRights. I specify a repository URL for the template location. All my forms render through the same servlet parsing the form name out of the request URL. There is an XDP in the repository with the same name as each pdf URL. There is also a corresponding JSP which renders the XML that is merged in at render.
I saw a reference somewhere that the repository URL could contain a version at the end. I have not tried this. If true, it would not be difficult for me to update my code to get the version number out of my properties database table. Then also allow an override version number in the URL for the final form. So http://mycompany.com/myform.pdf renders the 'released' version and http://mycompany.com/myform.pdf?version=2.7 returns that specific version. http://mycompany.com/myform.pdf?version=latest would work like it does now where no version number is specific in the repository URL. This would mean they could save the form, access in production to test, but not affect normal users. Once tested, the database could be updated to reflect the new released version. It would be really slick to have a workflow approval process around it. The workflow would have a link to the new version for each approver to review. After the last person signs, the workflow would update the database to the new version. The next time it is rendered will be the latest version.
Thinking about this, I like that idea even if a developer makes the changes. There are times when customers won't sign off on their own requested changes because they won't make the effort to test it before it goes into production. They would rather let the changes go in then report anything they don't like as a bug. They feel if they don't sign, then they cannot be held accountable. Sometimes the same people or others will get angry if an item is not put into production based on not getting sign off. Now, the deployment would be tied directly to the sign off procedure rather than manually by someone in IT. All approvers would be able to look at the audit trail to see who has not signed off and therefore the direct cause of an item not being released.

Is it possible to create forms and workflow by Workbench and manage them by ContentSpace?

Hi,
In a previous issue, I have asked the interrelationship between Workspace and Contentspace. I learned a lot, and I'm very appreciate the kindly answer from Hodmi and Jasmin. And this time, I want to ask something about Workbench and Contentspace.
As a part of presentation for a corporate client, I am trying to make a demonstration model. I 've created a PDF form and an Approval-and-Rejection workflow by Workbench. And I want to upload the form and the workflow to the Contentspace.
In my imagination, I would make a button in the form, and then when I click the button, the form will be sent from the client side to the server side. As a result, it will appear on the space which I specified in Contentspace.
About the workflow, I guess the Contentspace and Workbench may have some common place about Process Management and there is some transportation mechanism or something else between them. So by changing some configuration the workflow could be added into Contentspace.
It is totally selfish imagination, but if it is possible, I think my corporate client will be more interesting about Adobe Livecycle.
Beg your help.
En Shoku

Let's me just try to answer to question in several pieces.
"And I want to upload the form and the workflow to the Contentspace."
You can definitily save the form in content space. I'm not sure what you mean about the workflow.
"In my imagination, I would make a button in the form, and then when I click the button, the form will be sent from the client side to the server side. As a result, it will appear on the space which I specified in Contentspace."
This is also possible.
"About the workflow, I guess the Contentspace and Workbench may have some common place about Process Management and there is some transportation mechanism or something else between them."
You need to use the ContentSpace service. The Content Space service gives you a bunch operation like storeContent, retrieveContent, etc. You can use that service in Workbench, or call it directly using SOAP or REST.
So to summarize, you can use the Content Space service to interact with content space to get and store your forms for you workflow.
Jasmin

Images and XML forms and Images and scaling

Hello,
I have two questions about using images in XML forms.
1) How do I insert images into the XML form editor.
The thread HTML Editor in XML Form? (Posted: Aug 26, 2004 7:50 PM), discuss how the HTML Editor in XML forms can be extended to be able to insert images like in the KM editor.
Has anyone any practical experience with this?, as the thread is fairly old.
And is there other solutions which are more suited?
The portal is running on WAS 6.40, EP 6.0 SP11
2) Is is possible for the portal to scale images
In the portal, different users will use XML forms to publish news stories. These users will want to publish images along with the text.
In many content management systems, the system will automatically scale the images (e.g. create one thumbnail, a mid-size image and keep the full size) Can this be achieved in the portal.
The reason for this is to make sure that no one can post a very large image and to make sure each image is the same size.
I'm interested in hearing how other people, solve the issue with uploading and scaling of images used in the portal.
Kind regard,
Jørgen Ruud
Will reward SDN points.

Hi Sumit,
Just to add to what Duncan had said ... please ensure the following things as well
1. Access portal using FQDN
2. Maintain proper browser settings http://wiki.sdn.sap.com/wiki/display/EP/MSIE6BrowserSettingsforaccessingSAP+Portals
3. Please go through the forum link http://forums.sdn.sap.com/thread.jspa?threadID=1814082
Regards,
Mahesh

XML form and hyperlink

Hi,
I have a created an XML form which uploads a pdf from edit form and displays a hyperlink to that pdf in view.
But my problem is that when I am clicking on the hyperlink it shows me the path to the document and then when i click on it opens the document.
I don't want the path to be displayed. I am using the schema reference for the the hyperlink property.
Your help would be greatly appreciated...
Thanks,

Hi,
Try by changing the class property from Label to Counter. The path name will not be displayed. It will be replaced by 1.
Hope this helps.
Regards,
Shankar

Reports for Form and workflows

Hi,
I need to create a report to show the total number of forms and/or workflows that are currently stored in the system along with the timestamp. I am not sure if it is possible to do or not, could any one know how please advise.
Thanks in advance,
Han Dao

Hi,
I need to create a report to show the total number of forms and/or workflows that are currently stored in the system along with the timestamp. I am not sure if it is possible to do or not, could any one know how please advise.
Thanks in advance,
Han Dao

InfoPath Forms and Workflows

Hi
I have a question regarding InfoPath Form and associated Workflows. This is a timesheet application form where employee fills time sheets and send it to his manager for approval.
I have completed the InfoPath Form with 2 views: (1) Employee completes the timesheet per week. (2) The time sheet part is grayed out and there is a comments section for his manager.
I have deployed this to sharepoint to a form library and started a Simple Approval based workflow at the Form Library Settings. So far so good.
But in the Approval workflow; can i code logic to identify the staff's manager ? It seems that I have to define a single account from SP Groups to where the workflow will be always routed to.
Secondly how do I associate the View 2 to the manager for comments and approval.
Any pointers on the above will be very useful in my implementation.
Thanks
Best Regards
Santosh
Santosh

Hi Santosh,
If you would like to send approval email to account’s manager in SharePoint 2010 Designer workflow, there is an action in Relational Actions group named Lookup Manager of a User:
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx#_Toc260924449
Alternatively, here is an article which contains about how to get manager in workflow:
http://blogs.technet.com/b/meacoex/archive/2010/11/01/get-manager-approval-in-sharepoint-designer-2010-step-by-step.aspx
Regards,
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
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Rebecca Tu
TechNet Community Support

XML Form and workflow

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