IBM Forms V8.0 IBM Forms Classic - Forms Designer IBM Corporation

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1 IBM Forms V8.0 IBM Forms Classic - Forms Designer

2 Agenda IBM Forms Designer Overview IBM Forms Designer Views IBM Forms Designer Features 2

3 IBM Forms 8.0 Designer What's New Mixed orientation printing Landscape and Portriat Minimizing the details section of the signature dialog - streamlines the signature dialog IBM Forms and Integrated Case Manger - IBM Forms can be used to map data into cases/workflows, and can be saved automatically as part of a case within the FileNet repository. Process People IBM Case Manager Information 3

4 Forms 8.0 Classic Integration with IBM Case Manager Newly created case information appears in standard work and case pages within case manager. Case Worker view - managing the outcome of the dispute Values from submitted form flow into Case Manager Submitted form and signature is captured 4

5 IBM Forms Designer 8.0 Overview Can be used to build forms for case management solutions NEW! Support for Xforms Standard Model Driven Design Advanced Layout Functionality Component Re-usability Dynamic Tables Run-Time Preview Design once, Render Many 5 Forms Design Tool Based on Eclipse Update to Eclipse NEW!

6 Perspective Perspectives are arrangements of views and editors Different perspectives are suited to different user tasks Eclipse Platform includes standard perspectives Task orientation limits visible views,actions 6 Define what views are present and where they appear on the screen Perspectives control View visibility View and editor layout Action visibility User can create/customize/save perspectives to meet their needs Designer has two perspectives Standard Advanced

7 Perspectives provided with Forms Designer 8.0 IBM Forms Designer has 2 perspectives Standard IBM Forms Designer perspectives Focus is on usability Complex technical detail is hidden Advanced IBM Forms Designer perspectives Advanced perspective targeted at more technical users Adds Properties, Instance, Xforms and Enclosures views Adds the Advanced Library drawer to the Palette Eclipse comes with other perspectives To open/activate a perspective 7 Target Audience is business users / graphic designers who need to design and layout forms Window Open Perspective Other

8 Standard Perspective Canvas View 8 Canvas Design Viewer Webform Server Palette Standard Library Object Library Outline

9 Canvas View Workspace for designing form Three display options Design GUI editor For form layout, creation and modification of objects Allows visual design,drag and drop Viewer Webform Server 9 Shows form in viewer (embedded in Eclipse) Shows form in Webform Server (embedded in Eclipse)

10 Standard Perspective Palette View 10 Canvas Design Viewer Webform Server Palette Standard Library Object Library Outline

11 Palette View 11 Can be placed anywhere in the Designer window Include all items that can be place on a form Advanced library different item variants Custom items can be added Items are stored in drawers 4 layout options

12 Palette Layout Options Columns 12 List Icons Only Details

13 Standard Perspective Outline View 13 Canvas Design Viewer Webform Server Palette Standard Library Object Library Outline

14 Outline View Hierarchical structure of all form objects Selecting an object highlights it in the Design canvas Can change build order using drag and drop 14 Default tab order Relative alignment Useful for finding invisible objects Filter on visible displays only selected items in Design canvas

15 Advanced Perspective Source View Canvas Palette Advanced Library Navigator Enclosures, Xforms, Instance Properties Problems 15 Source

16 Source View Collapsible sections Code coloring makes it easier to read Cannot leave if there are errors Selecting item in Outline View is linked with source Errors are detailed in the Problems View 16 Shows underlying source code (XFDL) can be edited XML editor is XFDL aware allows code completion/content assist

17 Source View - Sample 17

18 Advanced Perspective - Viewer 18

19 Advanced Perspective Webform Server 19

20 Advanced Perspective Advanced Library Canvas Palette Advanced Library Navigator Enclosures, Xforms, Instance Properties Problems 20 Source

21 Advanced Perspective Navigator Canvas Palette 21 Source Advanced Library Navigator Enclosures, Xforms, Instance Properties Problems

22 Navigator View 22 Shows projects and files for workspace Double-clicking opens file in default editor Local history allows compare with previous versions

23 Advanced Perspective Enclosures,Xforms,Instance Views Canvas Palette Advanced Library Navigator Enclosures, Xforms, Instance Properties Problems 23 Source

24 Enclosure Views Provide ability to embed objects within the form Can be displayed in label or button Extensions for additional functionality Only if the form has an Xforms model For Web Services Xform Instance 24 WSDL Image files (For example:-.gif,.png,.bmp,.tif) Schema Jar Data Arbitrary block of XML code

25 XForms View One model by default 25 More than one supported Displays the model's: Schemas Instances Binds Actions

26 Instance View 26 The Instance view shows Xforms data instances Allows for four ways to create Manually create default instance, add elements Generate based on existing form Create based on schema Create based on wsdl

27 Advanced Perspective Properties View Canvas Palette Advanced Library Navigator Enclosures, Xforms, Instance Properties Problems 27 Source

28 Properties View All the possible properties for an item are located in this view Properties = XFDL Options Divided into categories Advanced (uncommon) properties are hidden from view Menu allows display Can be sorted alphabetically The value of a property can be reset to its default by clicking a blue toggle = Default Value = Customized Value 28

29 Advanced Perspective Problems View Canvas Palette Advanced Library Navigator Enclosures, Xforms, Instance Properties Problems 29 Source

30 Problems View 30 Errors in your form may be shown in the problems view Double-clicking the error will take you to the line or item in error

31 Positioning and Sizing Items Improve grid measurements Drag Ctrl-drag duplicates an item. Shift-drag locks one axis Position cursor over one edge. Dragging will resize item in that dimension. Nudge Items Use arrow keys to nudge the position of items Press period (.) to toggle the nudge functionality, then resize item with arrow keys Position Modifier menu 31 Added inches and Centimeters to the grid layout Allows for positioning or sizing one or more items related to another anchor item. See itemlocation option in XFDL specification for more information Hotkey sequences are fully customizable

32 Positioning and Sizing Items Snap to Grid Snap to Geometry Drag the item around the canvas will snap the item s position to match the x or y coordinates of other items on the page. Ruler Guides Rulers run down the length and width of the page and show distance in pixels Activate guides by clicking in rulers Locking Items 32 When snap to grid is enabled, items will snap to the closest intersection point. Items can be locked so they cannot be mistakenly moved

33 Altering Tab Order Default tab order is based on the order items are created (the build order) The build order is represented in the Outline View Item s position in the build order can be modified in Outline View 33 Cut + paste item using either the Design Outline View Drag item to the new build order locations within the Outline View Default tab order can be overridden by specifying Next and Previous options in individual items Use Show Tab Order to set next and previous in Design view Adjusting Arrow End Points Use Connection Creation tool

34 Button, Images and Toolbars A wide array of functionality can be added to a form using buttons or automatic actions Buttons work when a user clicks them Automatic Actions work at a specified time interval, or can be based on a specific set of form conditions Button Properties: To change the look and behavior of the forms Button Types: Web Link,Page Navigation, Attachments, Signature, Submit Form, , Print Button,Save Button, Close Button Images Ability to apply text on top of an image Tool: Toolbar Is a region of the form that does not scroll Remains at the top Does not print 34 Suppress Text, Display Mode, Gradient, Border Usually contains a company logo, and save, print and button functionality change their look and behavior

35 Rich Text Label and HTML Objects 35 Rich Text Labels allow you to combine different font types, stylesand sizes into a single label. HTML Objects can be embedded directly into the form. Animated GIF Flash Animation Object Dojo/JavaScript Widget WebSite The HTML object is embedded by a link and therefore must be accessible by the Server/Viewer

36 Designer Editors Editors available when appropriate Right click menu for item Action Editor Available when in a table Table Editor Table Row Operation Editor Table Column Operation Editor Available when working with a signature button 36 Used for assignments, calculations and functions Signature Editor

37 Action Editors 37 Helps to build dynamic form behavior using the following features: Compute templates Form Item selection (from the canvas or a list) List of operators, functions and common strings Special If/Then/Else builder dialog

38 Dynamic Behavior in Forms Every option within a form can be changed at runtime (i.e. value, size, color, active, visible, etc). Computes enhance the form filling experience. Some common uses: 38 Copying properties from another form item A mathematical calculation String manipulation Making form sections inactive/invisible Computes can be added through: The Properties View The Source View The Action Editor The Property Dialog

39 Dynamic Behavior in Forms 39 If you want to affect: If an item is required If an item is visible (relevant) If an item is readonly If an item has certain constraints on its value If an item s value is calculated based on other items Select value from the option list Otherwise locate the option that you want to modify (bgcolor, fontcolor, itemlocation)

40 Electronic Signatures Controlling What is Signed Securing the Form Tamper evident using a one-way hash ( sha1 or md5 ) Two types of electronic signatures Done with setting a series of filters for the signature button that either keep or omit portions of the form to be signed. Digital and electronic Digital Signatures PKI based uses a digital certificate with a private key Can be configured to use the Netscape certificate store, CryptoAPI store or both (engine of Generic RSA ) Vendor specific digital signature engines available such as Entrust and Silanis 40 Both require vendor software

41 Electronic Signatures Electronic Signatures (Non-PKI) Reduces reliance on an expensive PKI implementation. Gathers intent from a user Creates an ESIGN compliant electronic signature Identity must be verified separately (e.g. login ID) Click-Wrap a way to self-sign Authenticated Click-Wrap Allow server based user authentication Tablet Signatures 41 Supports WinTab standard (ie. epad or Topaz)

42 Creating Signature button 42 Add a Signature Select the signature technology and the content of the Signing Ceremony

43 Creating Signature button 43 Select the Presentation and/or Data Model elements to be signed with this digital signature

44 Creating Signature button 44 Configure the signature button text and supporting visual/textual elements

45 Submission You can submit the entire form, or all/part of instance data The response can replace the entire form, an instance or do nothing Supported submit actions are 45 Get - Retrieves data from local file Put - Submit to local file Post - Submit to specified URL Two parts to a submission: The submission action The control that executes the submission

46 Using the Table Wizard 46 The Table wizard wizard can now create tables that only show a subset or window of data and the mechanism to move forward and backward through windows There is a Table object in the Palette. Place it on the canvas Select a setup method

47 Using the Table Wizard 47 Create table names and headings for each column

48 Form Parts Form Parts are reusable objects that are managed by the Designer Form Parts can be used as a stand-alone inline copy or as a managed template User can create and manage master objects that can exist in multiple forms. If the master is modified then the Designer will automatically update all the forms that contain the form part. Commonly used for: 48 If you change a form part then every form that contains that object will get updated Standardizing Form Headers Legal text Common form objects or grouping of objects

49 Spell Check 49 The Designer now contains a native spell checker The spell check feature that will highlight corrections as you build your form. Right-click a word to choose the correct spelling or add to the dictionary

50 Form/File Search 50 The Forms Designer has a search tool that will help you to locate forms or form parts that may exist within your repository. The search results will show the forms that contained the content of interest and the number of matches Double-clicking on an item will open the file and take you directly to the line where the search criteria occurred.

51 Wizards of Wizards 51 The IBM Forms Designer can help you to create wizard pages for your form Wizard pages are smaller form pages that are specifically designed to simplify the form filling process You can use one of the four templates provided or create your own Once a Wizard is created you can easily copy object from your main form to your individual wizard pages

52 Creating a Form from PDF 52 The IBM Forms Designer can convert your existing PDF documents into a IBM Form Enables you to generate a usable form without having to start from nothing Once a form is converted you can add dynamic behavior

53 What is a Web Service? 53 A reusable application component or piece of business logic available on the internet. Used to exchange data between applications. Self contained component that uses standards based Internet protocols and XML messaging system. Use of standards allows for interoperability. Service and client don t need to be built in same language or for same platform. There will be a wizard to help the user create a Web Service from a WSDL

54 Web Service and IBM Forms 54 A form can communicate with a web service in order to perform realtime lookups or send form data to a server process - no need to submit the entire form! To set up form to communicate with Web Service use the WebService Wizard The training material has provided an EAR file that contains a sample Web Service that can be deployed to WAS All 5 examples will refer to this application and therefore it must be deployed before continuing

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