createFormInst Step

Use this step to create a new form instance.

Last published at: September 26th, 2024

Description:

Create form instance from form instance.  

 

Inputs

  • sourceFormInstID - Variable/Global that holds the source form instance id
  • newformInstanceID - Variable/Global that holds the new form instance id 
  • formInstanceName - Name of the form instance (optional)
 

 

Returns

  • True – step executed successfully
  • False – step failed to execute
 

 

Usage:

 

 

Example:

Let’s build and execute the “createFormInstDef” example.            

  • Create a new definition called “createFormInstDef”
  • Select the definition and click the “design” button
  • Configure process variables variable.formID, variable.newFormID as a string
  • Drag RouteForm Steps, createFormInst step to the canvas, and connect as shown on the above graphic
  • Click the "RouteForm" step to configure its "Settings" properties. Select the form definition from the drop-down list. Provide a variable to hold the form instance ID. Route the form to an existing user. 

 

  • Click the “createFormInst” step to configure its “Settings” properties. Provide the variable references to hold the source and new form instance IDs. 

 

  • Click the “createFormInst” step to configure its “Advanced” properties. Provide the form instance name (optional)

 

  • Click on the second “RouteForm” step to configure its properties. Select the exact form definition (like above) from the dropdown list. Provide the variable reference with the new form instance ID. Route the form to an existing user. 

 

  • The “Logging” setting configuration is necessary for documentation and also measures the workflow progress and the percent complete. This is achieved by configuring the step state and percent fields individually, as shown in the images below. Configure the “Logging” using the following properties.

 

  • Save the process definition. Please create a new process instance and execute it. The process step should create the new form instance using the existing one as a reference. Navigate to the Run—Form Instances page to view both form instances.

 

Definition Sample:

You may download the sample definition(s) from the link here and later import it (drag-drop) to your FlowWright Process Definition (XML file) or Form Definition (HTML file) page.

NOTE: Please verify and complete the process steps for any missing configurations, such as file path references and database connections after import. Then, save the definition to confirm the changes.

Click here to download the sample file.