Create Forms Links

Create a form link to add a form to the menu, and to set a form as the home page.

To create a form link and add the form to the menu

1. In the Enterprise Console, click the Menu button, and then click Forms. The Forms page appears.

2. Click the <User> icon, and then click Repository Settings. The Repository Settings page appears.

3. Click the Advanced settings tab, and then click Manage Navigation List. The Navigation List page appears.

4. Click New, and then click Form Link. The New Form Link dialog box appears.

5. In the Title box, type a name for the form link, and in the Description box, type a description for the form link.

6. In the Select a Form list, click a form.

7. If there are parameters for the form, then the parameters appear. In such cases, type values for the parameters, if required.

8. In the Image Name box, type the name of an image for the form link.

9. Under Window Mode, do one of the following:

   Task	Action
   Make the form appear over the window.	Click Pop-up.
   Make the form appear in the window.	Click Inline.

10. Under Show in Navigation List, select as follows:

    Task	Action
    Show form link in the navigation menu of the Enterprise Console.	Select Web.
    Show form link in the navigation menu of the Work Tasks Pro app.	Select Mobile.
    Note: - The Show in Navigation List property is applicable only when the Window Mode property is set to Inline. - By default, the Show in Navigation List is set to Web. - To improve usability of the navigation menu in the Work Tasks Pro app, we recommend limiting the number of links.

11. In the Menu Order box, type a number to position the link in the Enterprise Console menu.

Note:
- By default, the Menu Order number will be one more than the highest Menu Order number entered for the links in the Navigation List.
- You can enter either a positive or a negative integer. Negative Menu Order numbers take precedence over positive Menu Order numbers.
- If you clear the Menu Order number, then the system will set the Menu Order to 0.
- The link with the lowest Menu Order number appears first in the menu followed by other links in the ascending order of their Menu Order number.
- In case of links with the same Menu Order number, the last saved link takes precedence and appears before the other links with the same Menu Order number.
- When you upgrade, the Menu Order number for the user created links will be set to null.
- You must log out and log on to the Enterprise Console to see changes in the order of the menu items.

12. Click Save. The form link is saved and an information message appears.

13. Click OK (or click the Close button). The information message and the New Form Link dialog box are closed.

To set a form link as the home page

11. In the Enterprise Console, click the Menu button, and then click Forms. The Forms page appears.

12. Click the <User> icon, and then click Repository Settings. The Repository Settings page appears.

13. Click the Advanced settings tab, and then click Manage Security Groups. The Security Group page appears.

14. Right-click on a security group, and then click Edit (or click on a security group, and then on the action bar, click Edit). The Modify a Security Group dialog box appears.

15. In the Default Home Page list, select a form link.

16. Click Save. The security group settings are saved, the Modify a Security Group dialog box is closed, and the Synchronization dialog box appears.

17. Under Do you want to Synchronize it?, click Yes, and then click Submit. The synchronization settings are saved and an information message appears.

18. Click OK (or click the Close button). The information message and the Synchronization dialog box are closed.

Note:

• To set a form as home page:

  • You must create a form link.

  • The Window Mode for the form link must be set to Inline.

  • The Default Home page item will not be available in the Navigation menu. Login and logout of the Enterprise Console to view the newly created item in the Dashboard.

• It is recommended not to use Form link with Window Mode as Inline, which uses a form associated to a synchronous workflow with an Invoke Form activity having Redirect URL and Custom Document View URL properties.

• Enter the values for forms parameters as follows:

• The values for forms parameters are not validated when saving forms links. However, at run time, when the parameter values of type number, array, and object are converted, a messaged is logged if the conversion fails.

• When you edit a forms link, you can refresh the parameters of the form by clicking on Reload Parameters.

• Forms links created show the name of the forms link instead of the name of the form in the Enterprise Console menu.

• When you upgrade, you can change the name shown on the menu from forms name to forms link name in one of the following ways:

  1. Opening and saving the forms link.

  2. Appending the forms links title in SKENavigationDetails in the database. For example, if the forms link name is Billing Address then append FormLink=Billing Address as follows:

InstanceForm.aspx?ListItemId=67f364af-96e4-4d9e-9295-2a70ba3d30d5&ItemType=2&WM=1&FormLink=Billing Address