If you have Microsoft InfoPath on your system, you can pair it
with Process Manager to facilitate gathering information from
users. Once you have configured an InfoPath form for use in Process
Manager, you can use the form in conjunction with the Request
Information action to automate the collection of data from
participants in a workflow process. See the Request
Information action in "System
actions".
Configuring the form for use in Process Manager involves
defining a pathway to the .XML file, and creating the mapping
between the data on the form and the corresponding fields in
Process Manager.
Before you can configure a form in Process Manager, you need to
have completed the following in InfoPath:
Created the form
Included a field named ActionInfoId (case-sensitive)
somewhere on the form (it does not need to be visible, but it must
be present on the form)
Set up the required security options and installed a
certificate
Defined the data connections
Published the form and saved an XML version for use
with Process Manager.
To adapt an InfoPath form for use in Process Manager
From the main menu, click Configure |
Forms.
Click Add.
In the Form dialog box, browse to and select
the XML file you want to use, and click Open.
Click Autogenerate field mappings. You can
also create new field mappings and assign them manually.
Click Yes to match the fields in the form to
the Process Manager fields.
Click OK.
Close the Form manager dialog box
To reassign the XML form used, or to change the field
mappings
From the main menu, click Configure |
Forms.
Select the form and click Edit.
In the Form dialog box, browse to and select a
different XML file and click Yes if prompted to remove any
fields not on the new form. Or select a field from the form fields
list, click Edit, make any changes to the field mappings,
and click OK.
When you have finished making changes, click
OK to save the changes.