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Add the Kaleo Forms portlet to a page. In the portlet’s initial state, the Summary tab displays similar information to what you might see in the My Workflow Tasks portion of the Control Panel. Because the Kaleo Forms portlet is scoped to Kaleo Processes, tasks related to other assets cannot be managed from Kaleo Forms. Any forms available for processing through the workflow can be initiated through the Submit New button, as the below image indicates.

kaleo-forms-initial-view.png

Figure 11.1: Kaleo Forms give you a convenient way to manage all available workflows in the portal.

Click on Processes to view any existing workflow processes or to create new ones. All available processes are listed here. If you’re coming here for the first time, however, there won’t be any, so let’s create one. Click Add. You’ll see the screen below.

kaleo-workflow-add-process.png

Figure 11.2: The New Process page gives you several options when creating a new workflow.

Set a name and a description. Next, you’ll define an Entry Definition and an Initial Form, choose or create a workflow and Workflow Task Forms.

Entry Definition: This is a Dynamic Data List Definition, you can use an existing definition here or create a custom one through the UI.

Initial Form: You can customize the display of the Entry Definition with the Initial Form. This can include things like adding Pagination or altering some other display feature.

Workflow: You can choose any existing workflow definition here or define a new one.

Workflow Task Forms: This is where you can define how the workflow definition interacts with form definitions. You can trigger a workflow action to occur along with a form action, such as a notification, or have a multi-step process where part of the form is completed but needs to be approved before the user can complete another part of the form.

You probably noticed when choosing a workflow, you also have the option to create a new one. This is where the Kaleo Workflow Designer can help you build a workflow without having to write any XML. Let’s see how this works.

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Kaleo Forms: Defining Business Processes Previous