Working with Forms

Overview

Forms are used in workflows to collect predefined information from users. Some common examples of forms in workflows include service requests, help desk tickets, among others. Forms are .NET, so you have full .NET capabilities, including server-side code, which enables more complex implementation. Markup is generated in XHTML standard, which supports multiple browsers.

In this section, we'll cover some key terms and concepts regarding Sequence forms.

First Define View Method vs. First Define Data Method

When you create a form, you select whether to first define the view or the data. The best practice is to first define the data model, but the view first method is a good option for quickly creating a form, and generally used by business users. Separation between model and view enables you to create an unlimited number of views for a single data model.

Data Model

The data model consists of an entity model or queries that are connected to on of several data source types. The data model is not compiled to an object, but delivers the same performance as if it was compiled to an object. Data is stored in the cache memory, which saves time and load of accessing the database. The server loads the most recent version in-memory.

  • Table
  • Lookup Table
  • Stored Procedure
  • Service (WCF, web service, external service)
  • SQL queries

Data Model Wizard

In the data model wizard, you define the data sources for the form.

Form Definition

Every Form Activity and Task Activity (which includes a message and a form) has a Form Definition. The Form Definition consists of a data model and a form template. The data model includes queries, which connect to data sources. The form template contains one or more form view for various platforms, for example, desktop, mobile, and so on.

Entity Model

Each entity model consists of one or more entity queries. There are two entity query types.

Entity Query

Each entity query consist of the following components.

  • Entity Data Source (always)
  • Entity Type (the structure returned by the query; always)
  • Entity Parameters (only if the query is SP or service)

Entity Query Reference 

The entity query reference points to an entity query in another entity model (a reference to a user or system lookup table). There are several entity types.

  • Primitive (such as standard form fields, textbox, and so on).
  • Attachment
  • Association (reference to another query)


Form Template

The form template consists of one or more views. Each view is designed for a different technology. 



Form Definition

You can create a new form, or duplicate a form from the database. After you select the form creation method, you select how to define the data.

Data Definition Options

  • First define view
  • First define data

Note: The Fast Track option is useful for basic scenarios. There is no option to to back to a previous step of the wizard.


Data Fields

In this step, you define the define the structure of the table or lookup table query by adding fields and configuring the field properties.


Data Fields Wizard


PropertyDescription
Data Field Properties
Can be blank (Nullable)Null values are valid.
Data Source ExpressionThe expression of the projection. For service queries only.
Data Source NameField name in the database.
Default ValueUse the expression editor to define the field's default value.
Display NameA friendly name for the field.
Is GeneratedThe field's value is generated in the database.
Is Primary KeyThe field is a primary key.
Is SystemThe field is a system field, for example, fIdId.
Max LengthThe field's maximum length.
Sync ModeDetermines when the field's value is synced from the database to Sequence. This is required, if for example, the field is generated, which means that upon insert, a value is created for the field in the database. The Sync Mode then determines if this value is copied back to Sequence. The options are: Always, Never, On Insert, and On Update. When the field is set to Default, Sequence determines the sync behavior based on the other field properties.


Form Selection

Form options marked with the letter R indicate responsive forms.

About this Article
  • Created: 03/13/2017 8:15 am EDT
  • Last updated: 09/07/2017 2:43 am EDT
In This Article