 |
 |
|
|
|
Customizing the OOTB HTML Step Processor
To customize an HTML Step Processor (for example, the out-of-the-box
HTML Step Processor), use the following procedure:
- Plan your Processor in terms of its user interface and business process
and logic. It is recommended that before you start that you review the
HTML Step Processor Page Data
Flow and What You Can Customize and How topics.
- If you intend to build a custom Step Processor completely from scratch,
skip this procedure and see Building
a Processor From Scratch: Creating Custom Pages and Controls. If
you intend to customize the existing OOTB HTML Step Processor:
- Create a new directory under the \Program Files\FileNet\IDM\Web\FNOpenClient\eprocess\StepProcs
directory (at the same level as the \HTML directory). If
you are using Visual Studio, you can add a new folder. If the Process
Engine server is on the same machine as the Web server, you may
create this directory within the Process Open Client Web Footprint
directory structure (for example, the \Program Files\FileNet\IDM\Web\FNOpenClient\applications
directory or its user-selectable equivalent directory) or wherever
it is appropriate.
- Name the directory according to the function of the Processor;
for example: \LoanApprovalStepProcessor.
- Copy the contents of the \Program Files\FileNet\IDM\Web\FNOpenClient\eprocess\StepProcs\HTML\OOTB
directory into the new directory. That is, copy the existing OOTB
top-level ASPX page (FnStepProcessor.aspx) and its code-behind
.aspx.vb file into the new (for example) \LoanApprovalStepProcessor
directory.
- If you have not already done so, rename the copied files (use a name
associated with the function for that step; for example: LoanApprovalStepProcessor.aspx
and LoanApprovalStepProcessor.aspx.vb).
- Open the ASPX file in Visual Studio or your text editor. If you are
not using Visual Studio, you will need to change the file attribute
from Read-only to Read/Write.
- Customize the ASPX file, its code-behind .aspx.vb file, User
Controls, and if needed, the FnProcessStepProcDP Data Provider
according to your business requirements. For details on customizing
the user interface, see Customizing
the User Interface. For details on customizing content integration,
see Customizing Content Integration.
For information on developing a custom HTML Launch Step Processor, see
Developing a Custom HTML
Launch Step Processor. For general guidelines on creating/modifying
ASPX pages, see Developing ASPX Pages for Open Client, elsewhere
in the Open Client Developer's Guide.
- If you have not already done so, using the FileNet Open Client Designer,
create a workflow. For details see the Open Client Help documentation,
Help for Process Designer or Help for Process Designer
on the Process Documentation for FileNet Image Manager CD.
- Deploy the HTML Step Processor
to the Open Client Web server.
|