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.