Region Layout
You can customize the regions that surround your form. You can add custom text, links and graphics and you can specify whether you want a router region to appear which maps workflow data fields to the region. If you choose to configure custom regions, you can enter a path to a server-side script or source file which contains custom router settings. You can set the router to display above or below the form.
NOTE Each time you select multiple steps to edit, custom settings in the selected steps are lost. Ensure you complete all multi-select actions before you set unique step options. Once you enter custom settings for a step, including: buttons, pages, attachments or regions, do not select this step in a mult-select action or the custom settings will be lost.
To set the layout of default regions
- Under the Layout Options section, click the Settings link beside Regional Layout. The Policy Layout Properties window appears.
- Click Configure Default Regions.
- The following frames can be set with a path to a server-side script or source
file. If any of these frames should not be displayed at this step, leave the
source file path and corresponding pixel width or height blank.
- Notice: A horizontal region above the banner that can contain a message or hyperlinks to other web sites or applications. The pixel height can be modified.
- Banner: A horizontal region below the notice and above the form that can contain a company logo, user login information, a message, or hyperlinks to other web sites or applications.The pixel height can be modified.
- Left: A vertical region to the left of the form that can contain menu commands, user login information, a message, or hyperlinks to other web sites or applications. The pixel width can be modified.
- Right: A vertical region to the right of the form that can contain menu commands, user login information, a message, or hyperlinks to other web sites or applications. The pixel width can be modified.
- Bottom: A horizontal region below the form that can contain menu commands, user login information, a message, or hyperlinks to other web sites or applications. The pixel height can be modified.
- Click Continue or configure the router region settings as described below.
To configure the router region settings
- Click the Show Router Region checkbox to enable the router.
- Under Display Options, click the fields that must appear in the router:
- Show Instructions: Instructions can be shown for each step in the work item.
- Show Deadline: The date and time that indicates when this work item is due. Displays "Expired" if the work item is overdue.
- Show Received On: The date and time that indicates when this work item is received.
- Show Responses: Presents the responses available at a particular step in the workflow.
- Show Subject: The subject entered by the user when a workflow is launched.
- Show Launched By: The name of the participant who launched the work item.
- Show Launched On: The date and time that indicates when this work item is launched.
- Show Comment: This field is initialized to null every time the work item moves to the next step. It allows the users participating in a step to share information about the step.
- If you want the form to display as read-only while the router information remains editable at this step, click the Show Form Read Only checkbox.
NOTES
- If the form author has designed a form template with an F_Responses cell, do not choose "Show Responses" when configuring the router region. If both response fields are present, a conflict may occur where one user may choose a response on the form while another user chooses a response from the router region. If responses are entered in both fields, the last response chosen by the user is the one that takes precedence.
- If the form contains cells that are already mapped to a router field (e.g., a cell on the form named "F_Deadline" that corresponds to "Show Deadline") and the router region is enabled, the data on the router region takes precedence.
- Comments entered on the router region are viewable from the Process Tracker only. The comment history is not displayed on the form or at the next step in the workflow.
To set the layout of custom regions
- Under the Layout Options section, click the Settings link beside "Regional Layout." The Policy Layout Properties window appears.
- Click Configure Custom Regions.
- The following frames can be programmatically customized (please refer to
the Process API documentation and Help for Process Development
in Workplace for more information). The corresponding path is set to
a server side script or source file. If any of these frames should not be
displayed, leave the source file path and corresponding pixel width or height
blank.
- Layout: The default path apps/form/CustomLayoutModuleJSP.jsp is specified. This JSP file may be customized or you can enter a path to a different layout file.
- Banner: A horizontal region below the notice and above the form that can contain a company logo, user login information, a message, or hyperlinks to other web sites or applications.The default path regions/Banner.jsp is specified. The default pixel height is set to 70 and can be modified.
- Form: The Form field displays the name of the form assigned to the document policy.
- Router: A region that specifies workflow routing information such as subject, responses and comments. This field appears for workflow policies only.
- Click Continue.
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