Working with user forms (V6.2+)

Standard user forms offer important capabilities and power to application users. You can customize the standard forms to meet design or usage requirements for your application. The forms introduced in V6.2 are optimized for use in case management applications.

This topic presents general information about using user for applications created with the Application Accelerator in V6.2+. The Application Accelerator copies the standard harnesses Work-.New, Work-.Perform, Work-.Confirm, and Work-.Review into your application work types and RuleSets.

Details may differ based on the portal rules, harnesses, and other features of your applications.

Contrasting V5-V6.1 user forms and V6.2+ user forms

The appearance and capabilities of user forms created by the V5.-V6.1 Application Accelerator are different. See Working with user forms (V5). However if you prefer, you can use V5-style user forms in V6.2+ applications. See PDN article 26388 How to retain pre-V6 harnesses in applications upgraded to V6.2.

Parts of Perform and Review forms

This section describes the parts of the Perform and Review user forms.

Perform

This form enables users to update or complete an assignment, or start a new local flow action, connector action, create a new subcase, or start a supporting process.

The harness contains a header and four major areas:

Header — The left side displays the item's case type, work item ID, and associated case type image (as defined in the Case Designer tab). If the case is a subcase, breadcrumb links indicate covering cases or ad hoc work. Click a link to open the item's review harness. The right side (.pyWorkToolbar) contains the standard Review ( ), Save ), Where-am-I ( ), Audit ( ), Print ( ), Follow () and Unfollow (), and Tags ( ) icons.
Work Summary — Top section (.pyWorkSummary). Contains values entered in the New harness and by the system when the case was created. Goal and Deadline fields contain overall SLA values as defined in the case type's .pyCaseTypeDefault service level rule.
Action Area — Left section ( Work-.pyWorkBody, which includes Work-.pyWorkBodyLeft and Work-.pyActionArea). Contains the flow action and the Other Actions menu that enables the user to start local () or connector () flow actions defined in the flow. The menu also provides an Add Work submenu, so that user can add subcases to the current case (), or start processes that support this case () as defined in the case type rule.
Work Details — Bottom section (.pyWorkDetails). The Details tab contains work status-related date and time information and Description text entered in the New form. The Additional Information tab displays the originating user.
Work Related Details — Right section (.pyWorkRelatedDetails). Contains tabs for Notes (), Parties , Attachments (), and Related Cases ().

Review Harness

The Case Contents list (.pyAssignmentListGadget) enables users to view the assignments and subcases related to the case. Information includes who the case or assignment is assigned to, the deadline, and the work status.

The user can click a subcase ( ) to open its Review harness, or an assignment ( ) to open its Perform harness.

The list's header section (Work-.pyAssignmentListHeader) contains an Actions menu that enables users to start local or connector flow actions, or add a subcase or start a supporting process (same as the Other Actions menu on the Perform harness).

Right-click menu options include:

Case — Open, Complete, Withdraw, or add Ad Hoc work to the case (same commands available on the My Cases tab on the Case Manager portal).
Assignment — Start local or connector flow actions associated with the assignment.

Images and icons

The following images and icons are used in case management user forms and in the Case Manager portal.

Image	Description
	Audit trail (history). See About audit trails and attachments (V6X).
	Assignment with urgency less than 30. See urgency.
	Assignment with urgency from 30 to 60
	Assignment with urgency greater than 60
	Open
	Where-am-I ? See Using the Where-Am-I? displays.
	Review
	Update
	Assignment status is New. See work item status.
	Assignment status is Pending.
	Assignment status is Open.
	Assignment status is Resolved.
	Required field
	Autocomplete field. See autocomplete field.
	Parties
	Follow. See follow.
	Unfollow
	Attachments. See About audit trails and attachments (V6X).
	Related cases
	Notes. See About audit trails and attachments (V6X).
	Print this work item.
	Refresh
	Tag. See Understanding tagging.
	Save
	Add work (subcase or supporting process)
	Assignment
	Add subcase
	Ad hoc work
	Start supporting process
	Flow action (connector)
	Flow action (local)