AX1517
Axiom Software provides full functionality to view and complete plan file process tasks using Axiom forms and the Web Client environment. This topic provides a summary of the various features that are available, so that you can determine which features are most appropriate for use in your system.
Completing the current process task within a form-enabled plan file
When the current step owner is working on a form-enabled plan file, you may want to allow that user to complete the task from within the plan file. You can do this by configuring Button components in the plan file template with the Submit Process and Reject Process button behaviors. The current step owner can click these buttons to complete the current process task. For more information, see Completing the current process task in a form-enabled plan file.
Completing process tasks using the Web Client
Web Client users can access the Process Tasks web page to review all of their currently active process tasks for a particular plan file process, and then complete those tasks individually or in batch. This page is accessible by providing users with a URL to the page (either directly or within an Axiom form). For more information, see Using the Process Tasks page.
Viewing process status using the Web Client
Web Client users can access the Process Directory web page to review the process status of all plan files that they have access to. If the user is the current step owner of a plan file (or an administrator or a process owner), the user can also complete the process task from this web page. This page is accessible from the Process Summary component in an Axiom form, or by providing users with a URL to the page (either directly or within an Axiom form).
Web Client users can also access the Process Routing web page to review the process status and details of individual plan files that they have access to. This page provides full process details for the plan file, and can also display summary information about the plan file itself and its data. If the user is the current step owner of the plan file (or an administrator or a process owner), the user can also complete the process task from this web page. This page is accessible from the Process Tasks web page and the Process Directory web page. You can also provide users with a URL to the page (either directly or within an Axiom form).
For more information, see Using the Process Routing page and Using the Process Directory page.
Viewing process status within any Axiom form
When users access their form home page (or a similar landing page), you may want to provide those users with an at-a-glance summary of their current process tasks. You can do this by placing a Process Summary component on the Axiom form. This component is intended to remind users of current tasks, alert them about new and important tasks, and provide navigation to process web pages so that tasks can be completed. For more information, see Process Summary component for Axiom forms.
