Setting up web forms for InfoPath

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:

For specific instructions on the above procedures, see "Configuring Microsoft InfoPath forms".

To adapt an InfoPath form for use in Process Manager

  1. From the main menu, click Configure | Forms.
  2. Click Add.
  3. In the Form dialog box, browse to and select the XML file you want to use, and click Open.
  4. Click Autogenerate field mappings. You can also create new field mappings and assign them manually.
  5. Click Yes to match the fields in the form to the Process Manager fields.
  6. Click OK.
  7. Close the Form manager dialog box

To reassign the XML form used, or to change the field mappings

  1. From the main menu, click Configure | Forms.
  2. Select the form and click Edit.
  3. 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.
  4. When you have finished making changes, click OK to save the changes.
  5. Close the Form manager dialog box.

For instructions for using other (non-InfoPath) web forms, see "Using web forms in workflows".