In the Component Toolbox, use the search box to locate the Dialog Workflow component.
Drag the component into the project workspace and add a link between the Create...Credentials and Dialog Workflow components.
Double-click the Dialog Workflow component to edit the parameters.
The Dialog Workflow component has five tabs for configuration. For this exercise, we will keep most of the default settings and focus on one tab in particular, the Interaction Setup tab.
In the Interaction Setup tab, under the User Interaction section, click the [...] to the far right of the Dialog Model box.
From the Edit Embedded Decision Model window, to build the New Employee Setup form, add a Form Builder component to the workspace and connect the Start and Form Builder components.
Double-click the component to edit the form and when the Form Builder dialog box appears asking whether to add an outcome component, click Yes.
From the Edit Object dialog box, click Submit and a Submit button is added to the form.
In this form, the following fields are captured and their type is listed next to each form component that is listed.
User Name (TextBox Component)
Start Date (DatePicker Component)
Organization Unit (TextBox Component)
Location (TextBox Component)
Phone Extension (TextBox Component)
Equipment Needed (DropDownList Component)
Supervisor Name (TextBox Component)
Type of Employee (RadioButtonList Component)
Add Label components for each box of information to collect, using the order listed above, making sure to line them up under each other. This presents the fields to the workflow approver.
Add a Text Box component for each box requiring text entry.
When editing the first Text Box component, notice that an output variable name is required. Enter a name relevant to the data, without adding spaces or special characters.
After adding and arranging all the text fields, add the Date Picker component to capture the Start Date.
Add a Drop Down List component to capture equipment needs.
This component requires that a list of items be specified for the drop down, as follows:
Click the [...] to the far right of the Items box.
From the Items Array Variable dialog box, enter Laptop Computer, Desktop Component, and No Computer as Constant Values, click OK, then click OK again to close the Edit Object dialog box.
Add the Radio Button List component, specifying the following options in the Items Array Variable dialog box: Temporary Employee, Part Time Employee, Full Time Employee, and Contract Employee.
Add a theme to finish the form.
A theme is a form template with a background image and look and feel settings.
In the toolbar, locate and click the theme symbol.
From the Select Theme dialog box, highlight the default project theme option, click the Edit Project Themes button to display the Project Themes Dialog box, click the Add button to search through the available themes, and select the 'small white glossy square' theme under Business, Small Forms.
Rearrange your Form elements, if required, to look appropriate with the theme.
Click OK to close the form builder.
Connect Form Builder and the End components.
Click OK to close the embedded model.
Configure the Dialog Workflow component by doing the following in order.
Click the Event Configuration Tab.
Under the Start Configuration section, next to the embedded model called Start Process, click [...].
This is one place where the project task distribution can be configured. For this exercise, an email with an embedded link to the form will initiate the process.
Without disconnecting the link between the Start and End components, add a Send Email component by dragging the component over the connection string between the two components.
This adds the component into the process without making additional connections.
Configure the email component by setting the From Address, To Address, and Subject.
Set the HTML Content box by clicking on [...] to the far right of the box and typing the content that will appear as the body of the email.
In the Data window, a piece of data called Response Page Link is shown. Highlight and drag this into the body of the email. When finished updating the HTML Content, click OK.
This configures a link to the form for the workflow approver to open in addition to email text.
Configure information about the email server by doing the following steps in order:
In the SMTPServer Name box, enter a real server address for the process to run.
Click OK one more time to close the Dialog Workflow component.