IBM FileNet eforms Designer

Transcription

1 IBM FileNet eforms Designer Version Advanced Tutorial for Desktop eforms Design GC

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3 IBM FileNet eforms Designer Version Advanced Tutorial for Desktop eforms Design GC

4 Note Before using this information and the product it supports, read the information in Notices on page 60. This edition applies to version of IBM FileNet eforms Designer (product number 5724-R85) and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright International Business Machines Corporation 2005, All rights reserved. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Table of Contents 5 Table of Contents Table of Contents Revision Log Introduction About This Advanced Tutorial Conventions Used in This Tutorial Notes Commands and Control Names The eforms Designer Documentation Scripting Writing Scripts for Button Objects Personal Page Script Employment Page Script Income & Expenses Page Script Assets Page Script Liabilities Page Script Comments Page Help Message Help Script Writing a Script For a Lookup Field Lookup Script Cell Lookup Script Testing the Scripts in Desktop eforms Open Desktop eforms Enable Debugging Test the Page Button Scripts Test the Help Message Script Test the Lookup Script Auto-increment Numbers Configuring a DSN Configuring an Auto-increment Configure an ODBC Auto-increment Write an SQL Statement Test the Auto-increment Data Lookups Configuring a Data Lookup Configure an HTTP Lookup Test the Data Lookup Data Submit Drawing a Button Use the Button Tool Configure a Submit Action for the Button

6 Table of Contents 6 Configuring a Data Submit Test the Data Submit With Desktop eforms Routing Mail Subject Cell Field Name Calculation Mail Send to Cell Mail Send to Field Calculation Message Cell Mail Comment Calculation Testing Routing in Desktop eforms Send an Digital Signatures Signature Format Configure Signature Cells Test the Signature Fields Dynamic Choice Lists Designing the Choice List If-Then-Else Formula Test the Choice List Custom Menus Removing Menu Commands File Menu Items Edit Menu Items Cell Menu Items View Menu Items Adding Menu Commands File Menu Items Adding a Menu Go To... Menu Items Test the Custom Menu Functions Adding Mathematical Functions Random RunningTotal Convert Choice Create a Choice List Choices Testing the Functions Random Running Total Convert Choices

7 Table of Contents 7 Form Tracking Configuring Form Tracking Tracking Cell Track Connection and Request Status URL Testing HTTP Form Tracking Fill Out and Sign Form Send Form Notices Trademarks Index

8 Revision Log 8 Revision Log Date Revisions 11/06 Revised version number and copyright information; added Revision Log. 3/05 Initial posting.

9 Introduction 9 Introduction Welcome to the IBM FileNet eforms Designer Advanced Tutorial for designing form templates for use with Desktop eforms. eforms Designer is powerful, yet easy-to-use software, created for the design of professional looking forms for paper or electronic use. About This Advanced Tutorial This tutorial explains how to automate a form created in eforms Designer with the following features for Desktop eforms: Database Connectivity for data lookups, submits, auto-increments, and form tracking. JavaScript controlled actions. Special Mail Cells for routing. Digital Signatures. Functions. Dynamic Choice Lists. Custom Menus. Each section is organized into lessons with a series of tasks. The lessons in this tutorial lead you through the steps involved in adding intelligence features to a 7 page personal loan application form for a fictitious company called World Corporation.

10 Conventions Used in This Tutorial 10 NOTES A Desktop Form Template containing answers for the tutorial is provided in a file called answer key.itp. You may refer to this template after completing the tutorial. For your form design on Windows, ASP files and a Microsoft Access database are provided with this tutorial. Conventions Used in This Tutorial This section describes the conventions used in this manual to ensure that you can easily find and understand the information you need to perform specific tasks with Designer. Notes Throughout this manual, you ll see text with the label Note in the left margin. These notes contain important information such as warnings, reminders, and specific conditions to be aware of. The example below shows a typical note. NOTE Important information about eforms Designer has the label note beside it like this one. Commands and Control Names When specific instructions on how to perform a certain task are given, commands, and cell names are shown in a bold type face. For example, when learning how to use Designer s spell check feature, you ll read the following text: To spell check your current template, choose Edit > Spelling > Check Template. The names of buttons and tools are shown in bold text (OK, Pointer tool). The names of options, fields, and drop-down lists are shown in single quotes. Items that are selected from a drop-down list are shown in double quotes. For example: Choose Arial from the Font drop-down list. The eforms Designer Documentation The eforms Designer documentation provides you with a complete reference to the features and capabilities of Designer. The documentation combines text and graphics to thoroughly document every aspect of the software. In addition to your eforms Designer advanced tutorial, refer to the following: The eforms Designer Help provides a complete reference to eforms Designer s design and graphics features. Instructions are given for every step in the form design process, including preparing the drawing area of the template, using the drawing tools, adding graphics, and printing. It also provides a detailed reference to eforms Designer s forms automation features. You ll learn about data handling capabilities, using digital signatures, linking forms to other data sources, using formulas and functions, how to configure templates for tracking, and scripting capabilities. It also provides guidelines for distributing both new templates and new revisions of templates in an organization.

11 Scripting 11 Scripting This section explains how to add scripts using JavaScript for additional functionality to the Desktop Form Template. For example, scripts can be configured to run when the user clicks a button, submits a form, or tabs out of a lookup field. By the end of this section, you ll know how to: Enter scripts and link them to button and field objects. Use the enable debugging option to test scripts in Desktop eforms. NOTE Scripting and buttons are supported if a user fills out a form using Desktop eforms. However, scripting and buttons are not supported for filling out forms in a web browser. It s assumed that you have a basic knowledge of how to write JavaScript. Writing Scripts for Button Objects Writing Scripts Personal Page Task 1a on page 12 Help Message Employment Page Task 1b on page 13 Income and Expenses Page Task 1c on page 13 Assets Page Task 1d on page 14 Liabilities Page Task 1e on page 14 Comments Page Task 1f on page 15 Help Script Task 2 on page 16 Writing a Script for a Lookup Writing Scripts Field Lookup Task 3a on page 16 Testing the Scripts in Desktop eforms Cell Lookup Task 3b on page 17 Open Desktop eforms Task 4a on page 17 Enable Debugging Task 4b on page 18 Testing Scripts Page Button Task 4d on page 19 Help Message Task 4d on page 19 Lookup Task 4e on page 19

12 Writing Scripts for Button Objects 12 Writing Scripts for Button Objects In this lesson, you ll write and add scripts to the Personal Loans Application template and then connect the appropriate scripts to various button objects displayed as a menu on the Home page. On Windows, choose Programs > FileNet > eforms > Tutorials and Samples, double-click Use with Forms Manager folder and open the advanced tutorial.itp in eforms Designer. On Macintosh, open the Designer folder from the Applications folder an then double-click the eforms Designer icon. Browse to the advanced tutorial.itp. Task 1a: Personal Page Script By using the Document reference object, to apply the currentpage property in a script that invokes a select page action. On this template, there are 6 buttons on the page entitled Home Page. When the user clicks a button, the view will change to the selected page. You ll enter the sample scripts provided for you and then connect them to the appropriate button objects displayed as a menu on the Home page. 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToPersonalPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 5 pages from that number, and then reset the focus of the form to // Page 2. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-5; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit JavaScript dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Personal and then choose Settings > Button. 2. Select Script from the Type drop-down list.

13 Employment Page Script Click the script entitled GoToPersonalPage from the Scripts list and click OK. Task 1b: Employment Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToEmploymentPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 4 pages from that number, and then reset the focus of the form to // Page 3. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-4; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Employment and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToEmploymentPage from the Scripts list and click OK. Task 1c: Income & Expenses Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToIncome&ExpensesPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 3 pages from that number, and then reset the focus of the form to // Page 4. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-3; eforms.currentdocument.currentpage=thepage;

14 Assets Page Script (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Income & Expenses and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToIncome&ExpensesPage from the Scripts list and click OK. Task 1d: Assets Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToAssetsPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 2 pages from that number, and then reset the focus of the form to // Page 5. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-2; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Assets and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToAssetsPage from the Scripts list and click OK. Task 1e: Liabilities Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToLiabilitiesPage. 4. Enter the following script in the text box:

15 Comments Page 15 // this script will count the number of pages (7) in the form, subtract // 1 pages from that number, and then reset the focus of the form to // Page 6. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-1; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Liabilities and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToLiabilitiesPage from the Scripts list and click OK. Task 1f: Comments Page 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToCommentsPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form // and then reset the focus of the form to Page 7. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Comments and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToCommentsPage from the Scripts list and click OK.

16 Help Message 16 Help Message By using the Util reference object, you can apply the message property in a script that invokes a dialog box. On the Home page, there is a button with a question mark icon. When the user clicks this button, a dialog box containing a brief help message will appear. In this task, you ll enter the sample script provided for you and then connect it to the appropriate button. Task 2: Help Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type HomeHelp. 4. Enter the following script in the text box: Util.message("Click a button on the Home page to move to the desired section.", "Close", NOTE, false) 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled? and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled HomeHelp from the Scripts list and click OK. Writing a Script For a Lookup In this lesson, you ll write and add a script to the Personal Loans Application template and then connect it to a field object displayed on the Liabilities page. Task 3a: Field Lookup Script By using the Cell reference object, you can apply the value property in a script that sets the value for a cell. On this template, there is a field named CreditRating. After the user selects a value from this field, a lookup is performed and returns a Yes value to one of the radio buttons located below it. To enter the sample script provided for you and then connect it to the appropriate field: 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type CreditRatingCheck. 4. Enter the following script in the text box:

17 Cell Lookup Script 17 thedoc = eforms.currentdocument; therec = thedoc.currentrecord; therec.commit(); theval = therec.cell("creditratingcheck").value; switch (theval) { case "Fail": thedoc.currentcell = Cell("R1") thevalue = "Yes"; Cell("R1").value = thevalue; break; case "Pass": thedoc.currentcell = Cell("R7") thevalue = "Yes"; Cell("R7").value = thevalue; break; case "Warn": thedoc.currentcell = Cell("R4") thevalue = "Yes"; Cell("R4").value = thevalue; break; } 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Task 3b: Cell Lookup Script 1. On the Liabilities page, click the field named Credit Rating and then choose Settings > Lookup. 2. In the Lookup for Credit Rating dialog box, choose Script from the Connection type drop-down list. 3. Click Choose Script. A dialog box containing a list of all configured scripts appears. 4. Select the CreditRatingCheck script and then click OK. 5. Click OK to close the Lookup for CreditRating dialog box. 6. Click Save As. 7. Name the template or accept the default name advanced tutorial.itp. Leave the default file type set to Desktop Form Template. 8. Browse to a location on your local drive and then click Save. Testing the Scripts in Desktop eforms In this lesson, you ll open the template with Desktop eforms and enable a debugging option for testing. Task 4a: Open Desktop eforms To open Desktop eforms: 1. Choose Start > Programs > FileNet > Forms Manager > Desktop eforms.

18 Enable Debugging Press and hold Alt on your keyboard while the Desktop eforms application opens. The Open dialog box appears. 3. Select Desktop Form Template (*.itp) from the Files of type drop-down list. 4. Browse for the Loan Application template and then click Open. Task 4b: Enable Debugging You can enable and disable debugging at any time while testing the template s scripts. To enable debugging: 1. Choose Edit > Preferences. 2. Click the Scripting icon from the scrolling list. 3. Click Set Preferences. The Scripting Preferences dialog box appears. 4. Click the Enable debugging option and then click OK. 5. Click OK to close the Preferences dialog box. To disable debugging, clear the Enable debugging option at step 4. Task 4c: Test the Page Button Scripts 1. On the Home page, click the Personal page button. The JavaScript Debugger window displays. 2. Click the Run button to proceed with the script. The page jumps from the Home page to the Personal page. 3. You can continue to test the other buttons in the menu. If you want, you may disable the debugging option. The JavaScript Debugger window will not display.

19 Test the Help Message Script 19 Task 4d: Test the Help Message Script 1. On the Home page, click the? button. You should see a dialog box like the one shown next: 2. Click OK to close the dialog box. Task 4e: Test the Lookup Script 1. On the Liabilities page, choose Pass from the Credit Rating drop-down list. The cursor moves to option Choose Warn from the Credit Rating drop-down list. The cursor moves to option Choose Fail from the Credit Rating drop-down list. The cursor moves to option Please leave Desktop eforms open to test other features demonstrated in this Tutorial.

20 Auto-increment Numbers 20 Auto-increment Numbers This section explains how to add an auto-incrementing value to a form using ODBC. For your convenience, a Microsoft Access database supplements this section. Auto-incremented values can be unique numbers used to identify a form. By the end of this section, you ll know how to: Create a DSN on your local drive to support ODBC and HTTP connectivity for the tutorial. Configure an auto-incrementing number on the form using ODBC. NOTE A Microsoft Access database is provided with the supporting resources for the eforms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information. Configuring a DSN Task 5 on page 21 Configuring an Auto-increment Configuring an ODBC Auto-increment Task 6a on page 21 Write an SQL Statement Task 6b on page 22 Test the Auto-Increment Task 7 on page 23

21 Configuring a DSN 21 Task 5: Configuring a DSN Before you configure the lookup, you must first setup its data source. When the lookup is performed, it will connect to an Active Server Page that includes a reference to the data source via a DSN (data source name). To create a DSN: 1. Choose Start > Settings > Control Panel. The Control Panel dialog box appears. 2. Double-click Administrative Tools. 3. Double-click Data Sources (ODBC). The ODBC Data Source Administrator dialog box appears. 4. Click the System DSN tab. 5. Click Add. 6. Choose Microsoft Access Driver (*.mdb) from the driver list and then click Finish. The ODBC Microsoft Access Setup dialog box appears. 7. In the Data Source Name field type Loans. 8. In the Database section, click Select. Browse to the directory containing your eforms Designer Advanced Tutorial server files and then click the database named PersonalLoans.mdb. 9. Click OK to select this database. 10. Click OK until all dialog boxes are closed. Close the Control Panel when finished. Configuring an Auto-increment In this lesson, you ll configure an ODBC auto-increment for a field and then write a SQL statement that performs the function. Task 6a: Configure an ODBC Auto-increment Choose the ODBC auto-increment method for the LoanNo field. 1. Go to the Personal page. 2. Right-click the LoanNo field and choose Value from the pop-up menu or choose Settings > Value. The Value for LoanNo dialog box appears. 3. From the Type drop-down list, choose Auto-increment. 4. From the Assign next value from drop-down list, choose ODBC. The Value dialog box should now resemble the one shown next:

22 Write an SQL Statement 22 Task 6b: Write an SQL Statement Next, you ll write an appropriate SQL statement to support the auto-increment. The Select statement will retrieve the value from a table in the database, return the value to the form, and then update the table with a new value incremented by Click Configure in the Value dialog box. The Auto-increment for LoanNo dialog box appears. 2. Click Define Connection. 3. From the Database server drop-down list, choose Loans. 4. Click OK to close the Define Connection dialog box. 5. In the Auto-increment text box, type the following Select statement: Select FormNumber from tblautoincrement; Update tblautoincrement Set FormNumber = "FormNumber" +1; Select FormNumber from tblautoincrement; <<1@LoanNo>> 6. Click OK to close the Auto-increment dialog box. 7. Click OK to close the Value dialog box.

23 Test the Auto-increment 23 Task 7: Test the Auto-increment In this task, you ll test the ODBC auto-increment within eforms Designer. The PersonalLoans database contains an Auto-increment table with the starting value, Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire form. 2. Click the Personal page. 3. Click in the Loan Number cell. 4. Choose Form > Assign Next Value. The next number that appears is 1000.

24 Data Lookups 24 Data Lookups This section explains how to add a lookup to a field using HTTP connectivity. For your convenience, an Active Server Page and Microsoft Access database supplement this section. Lookups reduce data entry and user error by retrieving information from an external data source. By the end of this section, you ll know how to: Configure a lookup for a field. NOTE The ASP and Microsoft Access database files are provided with the supporting resources for the eforms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information. Configuring a Data Lookup Configuring an HTTP Lookup Task 8a on page 25 Test the Data Lookup Task 8b on page 26

25 Configuring a Data Lookup 25 Configuring a Data Lookup In this lesson, you ll configure a lookup to a Customer Account number field. When the user enters a number in this field, the lookup searches the Microsoft Access database for the matching number. If a match is found, the lookup will return data in the First Name, Middle Initial, and Last Name fields. Task 8a: Configure an HTTP Lookup For this task, you ll configure the Customer Account No. lookup. The PersonalLoans database already contains test data in a Lookup table. 1. Click the AcctNo field and choose Settings > Lookup. The Lookup for AcctNo dialog box appears. 2. Choose HTTP from the Connection type drop-down list. 3. Click Define Connection. 4. In the Host name field, enter the name of the web server or IP address of the machine where the database and ASP file are stored. 5. Click OK to close the dialog box. 6. Click Create Request. The Create Request dialog box appears. 7. Create a new folder called Scripts in the C:\Inetpub directory. 8. Copy the ASP file called lookup.asp from the Use with Forms Manager folder to C:\Inetpub\Scripts. 9. In the CGI query field, enter the following path to the ASP file: /Scripts/lookup.asp?AcctNo=<<AcctNo>> 10. Click OK to close the dialog box. 11. Click OK to close the Lookup for AcctNo dialog box.

26 Test the Data Lookup 26 Task 8b: Test the Data Lookup Next, you ll test the HTTP lookup within eforms Designer. 1. Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire form. 2. Click the Personal page. 3. In the Customer Account No. field, type 101 and then press Enter or Tab. The following data is returned to the form: First Name: Peter Mid Initial: K Last Name: Smith 4. Return to Design mode by clicking the switch icon or choose Form > Design advanced tutorial.itp.

27 Data Submit 27 Data Submit This section explains how to add submit functionality to a form using ODBC. For your convenience, a Microsoft Access database supplements this section. Submits allow the user to send form data to an external data source without having to re-key data or follow complicated import and export instructions. By the end of this section, you ll know how to: Draw a button and configure Submit functionality to it (for use with Desktop eforms only). Configure a submit for several fields on a form using ODBC. NOTE A Microsoft Access database is provided with the supporting resources for the eforms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information. Drawing a Button Use the Button Tool Task 9a on page 28 Configure a Submit Action for the Button Task 9b on page 28 Configuring a Data Submit Task 10 on page 29 Testing the Data Submit With Desktop eforms Task 11 on page 32

28 Drawing a Button 28 Drawing a Button Since data submits can be a commonly used feature on a form, you ll design a button for this form to emphasize this function. NOTE If you re designing forms only for use with HTML eforms, a Submit button is automatically configured. In this case, you may proceed to the next lesson in Task 10 on page 29. Task 9a: Use the Button Tool To draw and customize a button using the Button tool: 1. Click the Button tool on the Drawing toolbar. If this toolbar is hidden, choose Window > Toolbars > Drawing. 2. Draw a small rectangle-shaped button below the multiple account number section. 3. (Optional) With the button selected, choose Style > Fill Color and Style > Pen Color to change the background color and text color of the button. You may also use Style > Borders to round the edge of the button for visual enhancement. The following is an example of what the button may look like on the form: Task 9b: Configure a Submit Action for the Button To configure the button with a Submit action: 1. Click the Pointer tool, right-click the button and choose Button from the pop-up menu or choose Settings > Button. The Button Settings dialog box appears. 2. In the Name field, type Submit. 3. From the Style drop-down list, choose Shadowed. 4. From the Built-in Commands scrolling list, choose Submit.

29 Configuring a Data Submit Click OK to save the button settings. Task 10: Configuring a Data Submit When setting up a submit for a form, you must match cells from the form to fields in the database. In this task, you ll configure a submit that will send data to two tables: one containing all submitted data and another containing data for lookups. You can test the submit by checking the database or performing a data lookup on the form. To link cells to external data source fields: 1. Choose Form > Template Settings > Data Submission. The Data Submission dialog box appears. 2. From the Connection type drop-down list, choose ODBC. 3. Click Define Connection. The Define Connection dialog box appears. 4. From the Database server drop-down list, choose the DSN Loans. 5. Click OK to close the Define Connection dialog box and return to the Data Submission dialog box. 6. Click Choose Tables. The Select Tables dialog box appears. 7. While pressing the Shift key, select the tables tbllookup and tblpersonal and then click Add. 8. Click OK to close the dialog box and return to the Data Submission dialog box. The Links to remote data scrolling field contains a list of all fields from both tables. 9. Refer to the following tables for this step. First, click the item in the Cells on template list; then click the matching item in the Links to remote data list; then click Link.

30 Configuring a Data Submit 30 Cells on template LoanNo AcctNo Requested Loan Amount Duration Mr Mrs Ms DOB FirstName LastName MidInitial Address City Home Telephone Work Telephone Mobile Savings Account No. Joint1 JointName1 Chequing Account No. Joint2 JointName2 Other Account No. Joint3 JointName3 AcctNo FirstName Links to remote data tblpersonal:loanno tblpersonal:acctno tblpersonal:requested Loan Amount tblpersonal:duration tblpersonal:mr tblpersonal:mrs tblpersonal:ms tblpersonal:dob tblpersonal:firstname tblpersonal:lastname tblpersonal:midinitial tblpersonal:address tblpersonal:city tblpersonal:homeph tblpersonal:workph tblpersonal:mobile tblpersonal:savings Account No tblpersonal:joint1 tblpersonal:jointname1 tblpersonal:chequing Account No tblpersonal:joint2 tblpersonal:jointname2 tblpersonal:other Account No tblpersonal:joint3 tblpersonal:jointname3 tbllookup:acctno tbllookup:firstname

31 Configuring a Data Submit 31 Cells on template LastName MidInitial Mr Mrs Ms Links to remote data tbllookup:lastname tbllookup:midinitial tbllookup:mr tbllookup:mrs tbllookup:ms 10. Click OK to close the dialog box. 11. Click Save on the standard toolbar to save the template.

32 Test the Data Submit With Desktop eforms 32 Task 11: Test the Data Submit With Desktop eforms In this task, you ll test the ODBC Submit in Desktop eforms. 1. Return to Desktop eforms. 2. Choose File > Open. 3. Select Desktop Form Template (*.itp) from the Files of type drop-down list. 4. Browse for the advanced tutorial.itp and then click Open. An information dialog box appears. 5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with this template. 6. After the form opens, click the Personal button. 7. Fill out this page with data and then click the Submit button. Note the number you typed in the Customer Account No. field. 8. Choose Database > Clear Record to clear the form. To test the data submitted to the Lookup table in the database: 1. Enter the number you typed in the Customer Account No. field at step 7 listed above. 2. Tab away from the field. Data should be returned to the salutation prefix and name fields. To test the data submitted to the Personal table in the database: 1. Open the database named PersonalLoans.mdb. 2. Double-click the Personal table to open it. The data that you entered on the form has been successfully posted to the database. 3. Close the database and then close Microsoft Access.

33 Routing 33 Routing This section explains how to configure Routing by using special Mail Cells. Mail Cells are calculated fields containing prefilled send mail values. For example, when the user sends the form, the subject, recipient, and message can be automatically filled out. By the end of this section, you ll know how to: Create and configure a MailSubject cell. Create and configure a MailSendTo cell. Create and configure a MailComment cell. Mail Subject Cell Field Name Task 12a on page 34 Calculation Task 12b on page 34 Mail Send to Cell Mail Send to Field Task 13a on page 34 Calculation Task 13b on page 35 Message Cell Mail Comment Task 14a on page 35 Calculation Task 14b on page 35

34 Mail Subject Cell 34 Mail Subject Cell In this lesson, you ll create a special field called MailSubject then configure a calculation that will populate this field with values. When the user s the form, the Send dialog box appears with a prefilled subject line containing the Loan Number and name of the applicant. Task 12a: Field Name 1. Click the Field tool and draw a field on the Work Page. 2. Right-click the field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to Mail Subject. 4. Click OK to close the dialog box. Task 12b: Calculation 1. Right-click the Mail Subject field and choose Value from the pop-up menu. 2. Select Calculation from the Type drop-down list. 3. Type this calculation in the text box: "PL-" & LoanNo & ", " & LastName & ", " & FirstName 4. Click OK to close the dialog box. Mail Send to Cell In this lesson, you ll create the Mail Send To field and then configure a calculation that will populate this field with a value. When the user s the form, the Send dialog box appears with a prefilled recipient address. Task 13a: Mail Send to Field To create the MailSendTo field names: 1. Click the Field tool and draw two fields on the Work Page. 2. Right-click the first field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to Mail Send To. 4. Click OK to close the dialog box. 5. Right-click the second field and choose Cell from the pop-up menu. 6. In the Cell Settings dialog box, change the cell name to ExternalName. 7. Click OK to close the dialog box.

35 Calculation 35 Task 13b: Calculation 1. Right-click the ExternalName field and choose Value from the pop-up menu. 2. Choose Calculation from the Type drop-down menu. 3. Type this calculation in the text box: External ("SignerName",Loans Officer Signature) 4. Click OK to close the dialog box. 5. Right-click the Mail Send To field and choose Value from the pop-up menu. 6. Choose Calculation from the Type drop-down list. 7. Type this calculation in the text box: ExternalName & You may change the host to your company s standard address for testing purposes. 8. Click OK to close the dialog box. Message Cell In this lesson, you ll create the Mail Comment field and then configure a constant value that will populate this field. When the user s the form, the Send dialog box appears with a pre-filled message. Task 14a: Mail Comment 1. Click the Field tool and draw a field on the Work Page. 2. Right-click the field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to MailComment. 4. Click OK to close the dialog box. Task 14b: Calculation 1. Right-click the MailComment field and choose Value from the pop-up menu. 2. Choose Constant Value from the Type drop-down list. 3. Type this message in the text box: Please review the attached application. 4. Click OK to close the dialog box. Testing Routing in Desktop eforms In this lesson, you ll open the template with Desktop eforms and the form to yourself or another user to test the routing feature.

36 Send an 36 Task 15: Send an 1. On the Home page, click the Personal button. 2. Enter data in the First Name and Last Name fields. 3. Return to the Home page and click the Comments button. 4. On the Comments page, double-click the Loans Officer Signature field. The Digital Signature Service dialog box appears. 5. Choose a signing service from the Sign using drop-down list and then click OK. 6. Enter your password and then click OK. 7. Click the Send to Officer button below the ManagerSignature field. You ll see a Send dialog box similar to the one shown next: The recipient, subject, and message body should be filled with data. 8. Click Cancel to close the dialog box.

37 Digital Signatures 37 Digital Signatures This section explains how to format a field for digital signing. Digital signatures offer security by providing tamper detection and signer identification. By the end of this section, you ll know how to: Change the default field format from text to signature. Configure signing services and sign parts of a form with a digital signature. Signature Format Configuring Signature Cells Task 16a on page 38 Test the Signature Fields Task 16b on page 39

38 Signature Format 38 Signature Format In this lesson, you ll change the format of two fields on the form from text to signature. When the user double-clicks a signature field, they will be prompted for their user name and password. Once this information is entered, the field will display the user s name and the date the form was signed. Task 16a: Configure Signature Cells In this task, you ll configure digital signing for the Loans Officer Signature and Manager Signature fields. The Loans Officer Signature field will sign all fields that precede it, tab order wise, while the Manager Signature field will sign all fields preceding it, up to and including the Loans Officer signature. 1. Click the Comments page. 2. Right-click the Loans Officer Signature field and choose Format from the pop-up menu. The Format dialog box appears. 3. Choose Signature from the Type drop-down list. 4. Click Sign All to mark signed fields in the Cells to sign list. 5. Hold the Shift key and click the Approved, Rejected, Comments1, and Manager Signature fields from the Cells to sign list. 6. Click Unsign and then click OK. The remaining fields marked with an x will still be signed. To configure the Manager Signature field: 1. Right-click the Manager Signature field and choose Format from the pop-up menu. The Format dialog box appears. 2. Choose Signature from the Type drop-down list. 3. Hold the Shift key and click the Approved, Rejected, Comments1, and Manager Signature fields from the Cells to sign list. 4. Click Sign All and then click OK. Fields marked with an x will be signed.

39 Test the Signature Fields 39 Task 16b: Test the Signature Fields Next, you ll test the digital signatures within Desktop eforms. 1. Return to Desktop eforms. 2. Choose File > Open. 3. Select Desktop Form Template (*.itp) from the Files of type drop-down list. 4. Browse for the advanced tutorial.itp and then click Open. An information dialog box appears. 5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with this template. 6. After the form opens, click the Personal button on the Home page. 7. Fill out some fields on this page. 8. Click the Comments page tab. 9. Enter some comments and then double-click the Loans Officer Signature field. 10. Choose a signing service and then enter your user name and password to sign the form. 11. Try deleting data in any of the fields preceding the Loans Officer Signature field. You ll see the following error message:

40 12. Repeat steps 9-11, this time signing the Manager Signature field. ADVANCED TUTORIAL Test the Signature Fields 40

41 Dynamic Choice Lists 41 Dynamic Choice Lists This section explains how to create a choice list that s dynamically displayed based on data entered in another field on the form. By the end of this section, you ll know how to: Configure a field with a dynamic choice list formula. Designing the Choice List If-Then-Else Formula Task 17a on page 42 Test the Choice List Task 17b on page 42

42 Designing the Choice List 42 Designing the Choice List In this lesson, you ll write a formula that produces a dynamic choice list and configure it to a field. Task 17a: If-Then-Else Formula In this task, you ll write a formula containing 3 different choice lists for a loan Duration field. If the data entered in the Requested Loan Amount field is less than or equal to $1000, then a limited list of duration times appears. If the amount is greater than $1000 but less than or equal to $10,000, then a more extensive list of duration times appear. If the amount is greater than $10,000 then another list appears. 1. Click the Personal page. 2. Right-click the Duration cell and choose Cell from the pop-up menu or choose Settings > Cell. The Cell Settings dialog box appears. 3. Click Choice Lists in the Choices area. 4. Click New. The Edit Choices dialog box appears. 5. In the List name field, type Duration. 6. In the Choice value text box, type the following formula: <<If RequestedLoanAmount <= 1000 Then Tokenize ("3 months_6 months","_") ElseIf RequestedLoanAmount > 1000 and RequestedLoanAmount <=10000 Then Tokenize ("6 months_12 months_18 months_24 months","_") Else {"6 months"} End>> 7. Click Add. NOTE If you did not type the syntax correctly, a warning dialog box will appear. Double-check your syntax and then try again. 8. Click OK to close the Edit Choices dialog box. 9. Click Done to close the Choice Lists dialog box. 10. Click OK to save changes in the Cell Settings dialog box. Task 17b: Test the Choice List Next, you ll test the dynamic choice list within eforms Designer. 1. Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire form. 2. Use the following table for this step. Enter the data listed in the Requested Loan Amount column. The matching result is shown in the Expected Results for Duration column.

43 Test the Choice List 43 Requested Loan Amount Expected Results for Duration $ months, 6 months $ months, 12 months, 18 months, 24 months $ months

44 Custom Menus 44 Custom Menus This section explains how to remove and add menu commands normally displayed with Desktop eforms. You may want to customize a menu to remove commands that are not relevant to the purpose of the form, and instead use terminology that s better suited for describing the process. By the end of this section, you ll know how to: Remove redundant or unnecessary menu items. Add useful and more descriptive commands to the menus. Add a new menu. Removing Menu Commands Menu Items File Task 18a on page 45 Edit Task 18b on page 45 Cell Task 18c on page 46 View Task 18d on page 46 Adding Menu Commands File Menu Items Task 19 on page 46 Adding a Menu Go...To Menu Items Task 20 on page 47 Test the Custom Menu Task 21 on page 48

45 Removing Menu Commands 45 Removing Menu Commands In this lesson, you ll remove some commands that are not applicable for this form. NOTE If preferred, you may restore menu commands at any time by choosing Form > Template Settings > Custom Menus and then click Restore Standard Menus. Task 18a: File Menu Items To remove various File menu items: 1. Choose Form > Template Settings > Custom Menus. The Menu Configuration dialog box appears. 2. From the Menubar list, double-click File. The following list of menu items appear: 3. Choose New Document and then click Remove. Do the same for the following items: Send, Submit, Import, Export, Attach, Extract, Recent Templates, and Recent Data Documents. 4. Remove the separator lines shown in the following image. Click the line and then click Remove. line 3 line 4 line 6 Task 18b: Edit Menu Items To remove various Edit menu items: 1. Select Menubar from the drop-down list. 2. From the Menubar list, double-click Edit.