Customer Data Integration

Wednesday, February 24, 2010

Designing Web Forms Through Adeptia Integration Suite


Web forms can be used for two purposes in Adeptia Suite. It can be used in the Workflow task or as a form, which is added as a link in the Workspace Menu. You can create web forms and trigger process flows or customize using the web forms. Adeptia Suite also allows you to integrate a custom application into the Adeptia Suite using its graphical user interface. You can upload any custom JSP or HTML file, written to serve a specific purpose. This feature facilitates smooth
management of multiple JSPs and HTML files, saves time and allows seamless integration into the Adeptia Suite.

CREATING A WEB FORM
A web form can be created in three ways:

􀂃 Using Template
􀂃 Entering HTML Code manually
􀂃 Using Rich Form

Steps to create web form
1. In the Adeptia Suite homepage menu, click [+] Design to expand the tree. All
the items in the Design category are displayed.
2. Click [+] Forms to expand the tree and then click Web Forms. The Manage
Web Forms screen is displayed




Click the New link. The Create Web Forms screen is displayed



4. Enter the name and description of the web form in the Name and Description fields respectively.
5. Select Form from the Application Type drop-down list. By default, Form is selected.
6. Select the method to create the form from the Form Type drop-down list. The methods used to create forms are described in the table below.


7. To design the form using a template, select Template from the Form Type drop-down list. For details, refer to the 1494HCreating Web Form Using Template section.
8. To design the form manually, select Manual from the Form Type drop-down list. For details, refer to the 1495HCreating Web Form Manually section.
9. To design the form using a rich form, select Rich Form from the Form Type drop-down list. For details, refer to the 1496HCreating Web Form Using Rich Form section.
10. Click Create Form button. This displays the selected design form screen. Create the form as desired.
11. Select the Add as Link checkbox, if you want the custom form to appear as a link in the Workspace Menu.
12. Enter the major category name under which the link would appear in the Workspace Menu, in the MajorLevel Category Name field. By default, the link appears in My Solutions menu in the Workspace Menu. Thus, the major category name is already entered as My Solutions. You can edit it if required. However, if you edit this and enter another MajorLevel category Name (for
example, Customer), then Customer appears as a link at the bottom of the Workspace Menu. The link is added in a hierarchical format. First the MajorLevel Category Name link is displayed. Under this, the MinorLevel Category Name is displayed, and under that is displayed the link name. The web form is uploaded under this link.
13. Enter the minor category name to in the MinorLevel Category Name field. For example, if you enter Insurance Policy in this field, it will be considered as a MinorLevel Category Name.
14. Enter the name of the link in the Link Name field. For example, you can enter the link name as Claim Insurance Policy Form. Under this link, you can upload the claim insurance form. Thus, the hierarchy for the above example will as My Solutions -> Insurance Policy ->Claim Insurance Policy Form, or Customer ->Insurance Policy ->Claim Insurance Policy Form.
15. Once you select the Add as Link option, the Action fields get activated. You can set an action once this web form is executed. You can either trigger a process flow or by uploading custom jsp files. To trigger a process flow, select the Trigger Process radio button and select the process flow that you want to trigger, from the drop-down list.
16. Alternately, to upload custom jsp files, select the Customize radio button.
17. Click Add/Remove File(s) button to upload the custom JSPs, HTMLs and support files. This displays the Add/Remove Files screen