Welcome > Form Designer module > Automatically generate forms > Build a Take Activity form

Build a Take Activity form

Use the Take Activity form to generate forms for all ordinary and capture activities of a process map.

Note You can generate only one form for an activity.

The generated form has the following format for each activity in the process: <Form name><Activity name>. For example, in the PersonalInfoGetDetails form, PersonalInfo denotes the form name and GetDetails denotes the activity.

All the process initialization variables and the variables used as input or output to the activity appear as corresponding controls in the form. For example, a String variable becomes a text box, a Boolean variable becomes a check box and a Date variable appears as a Calender control.

Input variables are read-only; output variables are editable controls.

The generated form contains the Take Activity, Complete and Cancel buttons by default.

If a Checklist variable is being used in a map as input or output to an activity, or as part of process initialization, the events such as TakeActivity and ActivityComplete are mapped to the text property of checklist web controls. See Add a checklist control. The checklist web control is read-only if the checklist variable is used as input, and editable if the checklist variable is used as output. To configure a variable for use as input or output, see Configure the input and output variables for an activity.

  1. On the Home page, click Form Designer > Take Activity.

    The Take Activity Form page appears.

  2. In the Process box, consume the process map.

    A list of the activities showing the activity name, process name and activity type appears.

  3. By default, the activities from the embedded processes are also included in the list. To exclude embedded process activities from generating forms, click No for Include Embedded Processes.
    Note If a custom embedded process is used in a Take Activity form, the embedded page is loaded prior to the actions being performed, therefore only the default values consumed are passed to the embedded page.
  4. To keep the name from appearing in the Associated File property of the corresponding activity, click No for Update Processes with Associated forms.
  5. To save the changes of the activity to your work queue at runtime, click Yes for Include Save Button.

    The Save button appears at runtime when you take the activity.

  6. To complete the activity and take the next activity from your work queue at runtime, click Yes for Include Complete and Next Button.

    The Complete and Next button appears at runtime when you take the activity. It helps to complete the current activity and take the next activity from your work queue.

  7. By default all activities in the Activities list are selected. To exclude an activity from the generated form, clear the check box for that activity.

    Verify that you have at least one activity selected.

  8. Click either of the following:

    • Generate: To save the form.

    • Generate and Release: To publish the form.

      The form is generated.

All the process initialization variables appear as corresponding controls in the form.