Maintaining eForm Types
Maintaining eForm Types
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Maintaining eForm Types
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Maintaining eForm Types

Begin by navigating to the Maintain eForm Types page.

Use the Maintain eForm Types page to add eForm types, and make them available when creating an eForm approval request.

Use the Import Seeded Web Forms button to import the web forms shipped with EFM.

Note: To see the shipped web forms in an approval request, import the seeded web forms prior to using Oracle EFM. If you import the shipped web forms after you design your own forms, the shipped web forms overwrite your forms.

First, add an eForm type to a department and category.

A Lookup Code can be upper or lower case.

There are two types of routing patterns, parallel and serial.

Parallel routing sends the eForm approval request to all approvers in the routing list, at the same time.

Serial routing sends the eForm approval request to each approver in the routing list, in order as they are listed.

Save the eForm type.

For this eForm type, create a new eForm.

Save the eForm type with the web form.

Next, modify the web form.

There are two types of delete, a hard delete and soft delete.

A hard delete removes the eForm type from the database table, provided it is not used in an approval request.

In this example, we are going to delete the New Home Policy eForm type which has already been selected.

Confirm you want to delete this eForm type.

Use the Add Form Type for Name dialog box to define a lookup code and name for the new eForm type.

Edit Routing permits the submitter to edit the routing pattern or approvers list when creating an eForm approval request.

Use the Design eForm for Name page to design a new eForm with web forms. This page opens in a new window.

For information on creating web forms, see "Working with Web Forms," in Oracle Fusion Middleware Business Process Composer User's Guide for Oracle Business Process Management.

The New Home Policy eForm type and web form are now added.

Once a web form is added to an eForm type, it is assigned a unique ID.

Use the Import eForm button to import predesigned web forms for an eForm type.

Note: To import a web form, ensure it is in a zip format.

Edit the web form as necessary. In this example, a field for phone number has been added.

Use the Checklist tab to add a checklist for this eForm type. An approver must complete this checklist prior to approving an eForm approval request.

Use the Routing tab to add a list of approvers for this eForm type.

Close the web forms window, and return to the Maintain eForms Type page to save the eForm type.

Add checklist items as necessary. In this example, a checklist has been added for you.

Add approvers as necessary. In this example, approvers have been added for you.

Close the web forms window, and return to the Maintain eForms Type page.

Saving a web form makes it available when creating an eForm approval request.

The New Home Policy eForm type is now deleted.

Design the web form as necessary. In this example, a web form has been created for you.

A soft delete inactivates a lookup type code already used in loan applications. Inactivated codes are not displayed as options for creating or reviewing loan applications.

Next, perform a soft delete on the Client Long Term Claim Form eForm type.

Next, copy an eForm type.

Select the eForm type you want to copy.

The Client Long Term Claim Form eForm type is now inactive.

The eForm type NB has been copied.

Allow Public Access enables the eForm to be visible on the public UI.

Approver Edit eForm permits approvers to make changes to the eForm.

Maintaining eForm Types

You have completed the Maintaining eForm Types topic.

Click the Links link.
Click the Maintain eForm Types link.
Click the Manage eForms link.
Click the Collapse Pane button.
Click the Expand button.
Click the Homeowners Insurance list item.
Click the Add button.
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"NHP"
.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"New Home Policy"
.
Click the OK button.
Enter the desired information into the Due Date Lead Time Days field. Enter
a valid value
e.g.
"2"
.
Click the Routing Pattern list.
Click the Serial list item.
Click the Save button.
Click the Design eForm button.
Click the Save button.
Click the Edit eForm button.
Click the Save eForm button.
Click the OK button.
Click the Delete button.
Click the Yes button.
Click in the Due Date Lead Time Days field.
Click the Checklist tab.
Click the New Home Policy object.
Click the Routing tab.
Click the OK button.
Click the Save eForm button.
Click the Save button.
Click the Client Long Term Claim Form object.
Click the Active option.
Click the Save button.
Click the Canada object.
Click the 2013 New Brunswick Personal Tax Credits Return English object.
Click the Copy button.
Click the OK button.
Click the OK button.
Click the Save button.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"NB"
.
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