IBM FileNet eforms Designer

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IBM

FileNet

eForms

Designer

Advanced

Tutorial

for

Desktop

eForms

Design

Version5.0.2

GC31-5506-00

(2)

(3)

IBM

FileNet

eForms

Designer

Advanced

Tutorial

for

Desktop

eForms

Design

Version5.0.2

GC31-5506-00

(4)

Note

Beforeusingthisinformationandtheproductitsupports,readtheinformationin“Notices”onpage 60.

Thiseditionappliestoversion5.0.2ofIBMFileNeteFormsDesigner(productnumber5724-R85)andtoall subsequentreleasesandmodificationsuntilotherwiseindicatedinneweditions.

©CopyrightInternationalBusinessMachinesCorporation2005,2007.Allrightsreserved.

USGovernmentUsersRestrictedRights–Use,duplicationordisclosurerestrictedbyGSAADPScheduleContract withIBMCorp.

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Table of Contents 5

Table of Contents. . . 5

Revision Log . . . 8

Introduction . . . 9

About This Advanced Tutorial . . . 9

Conventions Used in This Tutorial . . . 10

Notes . . . 10

Commands and Control Names . . . 10

The eForms Designer Documentation . . . 10

Scripting . . . 11

Writing Scripts for Button Objects . . . 12

Personal Page Script . . . 12

Employment Page Script. . . 13

Income & Expenses Page Script. . . 13

Assets Page Script . . . 14

Liabilities Page Script . . . 14

Comments Page . . . 15

Help Message . . . 16

Help Script. . . 16

Writing a Script For a Lookup . . . 16

Field Lookup Script . . . 16

Cell Lookup Script . . . 17

Testing the Scripts in Desktop eForms . . . 17

Open Desktop eForms . . . 17

Enable Debugging. . . 18

Test the Page Button Scripts . . . 18

Test the Help Message Script . . . 19

Test the Lookup Script . . . 19

Auto-increment Numbers . . . 20

Configuring a DSN . . . 21

Configuring an Auto-increment . . . 21

Configure an ODBC Auto-increment. . . 21

Write an SQL Statement . . . 22

Test the Auto-increment . . . 23

Data Lookups. . . 24

Configuring a Data Lookup . . . 25

Configure an HTTP Lookup . . . 25

Test the Data Lookup . . . 26

Data Submit . . . 27

Drawing a Button. . . 28

Use the Button Tool . . . 28

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Configuring a Data Submit . . . 29

Test the Data Submit With Desktop eForms. . . 32

Routing. . . 33

Mail Subject Cell . . . 34

Field Name . . . 34

Calculation . . . 34

Mail Send to Cell . . . 34

Mail Send to Field . . . 34

Message Cell . . . 35

Mail Comment . . . 35

Testing Routing in Desktop eForms . . . 35

Send an eMail . . . 36

Digital Signatures. . . 37

Signature Format . . . 38

Configure Signature Cells . . . 38

Test the Signature Fields . . . 39

Dynamic Choice Lists . . . 41

Designing the Choice List . . . 42

If-Then-Else Formula . . . 42

Test the Choice List . . . 42

Custom Menus. . . 44

Removing Menu Commands. . . 45

File Menu Items. . . 45

Edit Menu Items . . . 45

Cell Menu Items . . . 46

View Menu Items. . . 46

Adding Menu Commands . . . 46

File Menu Items. . . 46

Adding a Menu . . . 47

Go To... Menu Items . . . 47

Test the Custom Menu . . . 48

Functions . . . 49

Adding Mathematical Functions . . . 50

Random. . . 50

RunningTotal. . . 50

Convert . . . 51

Choice . . . 52

Create a Choice List . . . 52

Choices . . . 52

Testing the Functions . . . 53

Random. . . 53

Running Total . . . 53

Convert. . . 54

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Form Tracking . . . 55

Configuring Form Tracking . . . 56

Tracking Cell . . . 56

Track Connection and Request. . . 56

Status URL . . . 58

Testing HTTP Form Tracking . . . 58

Fill Out and Sign Form . . . 58

Send Form . . . 59

Notices . . . 60

Trademarks . . . 62

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Revision Log 8

Revision Log

Date Revisions

11/06 Revised version number and copyright information; added Revision Log. 3/05 Initial posting.

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Introduction 9

Introduction

Welcome to the IBM® FileNet® eForms Designer Advanced Tutorial for designing form templates for use with Desktop eForms. eForms Designer is powerful, yet easy-to-use software, created for the design of professional

looking forms for paper or electronic use.

About This Advanced Tutorial

This tutorial explains how to automate a form created in eForms Designer with the following features for Desktop eForms:

• Database Connectivity for data lookups, submits, auto-increments, and form tracking. • JavaScript™ controlled actions.

• Special Mail Cells for email routing. • Digital Signatures.

• Functions.

• Dynamic Choice Lists. • Custom Menus.

Each section is organized into lessons with a series of tasks. The lessons in this tutorial lead you through the steps involved in adding intelligence features to a 7 page personal loan application form for a fictitious company called World Corporation.

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Conventions Used in This Tutorial 10

NOTES

• A Desktop Form Template containing answers for the tutorial is provided in a file called “answer key.itp.” You may refer to this template after completing the tutorial.

• For your form design on Windows®, ASP files and a Microsoft Access database are provided with this tutorial.

Conventions Used in This Tutorial

This section describes the conventions used in this manual to ensure that you can easily find and understand the information you need to perform specific tasks with Designer.

Notes

Throughout this manual, you’ll see text with the label “Note” in the left margin. These notes contain important information such as warnings, reminders, and specific conditions to be aware of. The example below shows a typical note.

NOTE Important information about eForms Designer has the label note beside it like this one.

Commands and Control Names

When specific instructions on how to perform a certain task are given, commands, and cell names are shown in a bold type face. For example, when learning how to use Designer’s spell check feature, you’ll read the following text:

“To spell check your current template, choose Edit > Spelling > Check Template.” The names of buttons and tools are shown in bold text (OK, Pointer tool).

The names of options, fields, and drop-down lists are shown in single quotes. Items that are selected from a drop-down list are shown in double quotes. For example:

Choose “Arial” from the ‘Font’ drop-down list.

The eForms Designer Documentation

The eForms Designer documentation provides you with a complete reference to the features and capabilities of Designer. The documentation combines text and graphics to thoroughly document every aspect of the software. In addition to your eForms Designer advanced tutorial, refer to the following: • The eForms Designer Help provides a complete reference to eForms Designer’s design and graphics

features. Instructions are given for every step in the form design process, including preparing the drawing area of the template, using the drawing tools, adding graphics, and printing. It also provides a detailed reference to eForms Designer’s forms automation features. You’ll learn about data handling capabilities, using digital signatures, linking forms to other data sources, using formulas and functions, how to configure templates for tracking, and scripting capabilities. It also provides guidelines for distributing both new templates and new revisions of templates in an organization.

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Scripting 11

Scripting

This section explains how to add scripts using JavaScript for additional functionality to the Desktop Form Template. For example, scripts can be configured to run when the user clicks a button, submits a form, or tabs out of a lookup field.

By the end of this section, you’ll know how to:

• Enter scripts and link them to button and field objects.

• Use the enable debugging option to test scripts in Desktop eForms.

NOTE Scripting and buttons are supported if a user fills out a form using Desktop eForms. However, scripting and buttons are not supported for filling out forms in a web browser. It’s assumed that you have a basic knowledge of how to write JavaScript.

Writing Scripts for Button Objects

Writing Scripts Personal Page Task 1a on page 12

Employment Page Task 1b on page 13

Income and Expenses Page

Task 1c on page 13

Assets Page Task 1d on page 14

Liabilities Page Task 1e on page 14

Comments Page Task 1f on page 15

Help Message

Help Script Task 2 on page 16

Writing a Script for a Lookup

Writing Scripts Field Lookup Task 3a on page 16

Cell Lookup Task 3b on page 17

Testing the Scripts in Desktop eForms

Open Desktop eForms Task 4a on page 17

Enable Debugging Task 4b on page 18

Testing Scripts Page Button Task 4d on page 19

Help Message Task 4d on page 19

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Writing Scripts for Button Objects 12

Writing Scripts for Button Objects

In this lesson, you’ll write and add scripts to the Personal Loans Application template and then connect the appropriate scripts to various button objects displayed as a menu on the “Home” page. On Windows, choose Programs > FileNet > eForms > Tutorials and Samples, double-click Use with Forms Manager folder and open the “advanced tutorial.itp” in eForms Designer. On Macintosh, open the Designer folder from the Applications folder an then double-click the eForms Designer icon. Browse to the “advanced tutorial.itp.”

Task 1a: Personal Page Script

By using the Document reference object, to apply the “currentPage” property in a script that invokes a select page action. On this template, there are 6 buttons on the page entitled “Home Page.” When the user clicks a button, the view will change to the selected page. You’ll enter the sample scripts provided for you and then connect them to the appropriate button objects displayed as a menu on the “Home” page. 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears.

2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type “GoToPersonalPage.”

4. Enter the following script in the text box:

// this script will count the number of pages (7) in the form, subtract // 5 pages from that number, and then reset the focus of the form to // Page 2.

var i; var thepage;

i=eForms.currentDocument.pageCount; thepage=i-5;

eForms.currentDocument.currentPage=thepage;

5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit JavaScript dialog box. 7. Click Done to close the Scripts dialog box.

Next you’ll assign the script to its button.

1. On the Home page, click the button entitled “Personal” and then choose Settings > Button.

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Employment Page Script 13

3. Click the script entitled “GoToPersonalPage” from the ‘Scripts’ list and click OK.

Task 1b: Employment Page Script

1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears.

3. In the Script Name field, type “GoToEmploymentPage.” 4. Enter the following script in the text box:

// this script will count the number of pages (7) in the form, subtract // 4 pages from that number, and then reset the focus of the form to // Page 3. var i;

var thepage;

5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box.

1. On the Home page, click the button entitled “Employment” and then choose Settings > Button.

2. Select “Script” from the ‘Type’ drop-down list.

3. Click the script entitled “GoToEmploymentPage” from the ‘Scripts’ list and click OK.

Task 1c: Income & Expenses Page Script

1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears.

3. In the Script Name field, type “GoToIncome&ExpensesPage.” 4. Enter the following script in the text box:

// this script will count the number of pages (7) in the form, subtract // 3 pages from that number, and then reset the focus of the form to // Page 4.

var i; var thepage;

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Assets Page Script 14

1. On the Home page, click the button entitled “Income & Expenses” and then choose Settings > Button.

3. Click the script entitled “GoToIncome&ExpensesPage” from the ‘Scripts’ list and click OK.

Task 1d: Assets Page Script

1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears.

3. In the Script Name field, type “GoToAssetsPage.” 4. Enter the following script in the text box:

// this script will count the number of pages (7) in the form, subtract // 2 pages from that number, and then reset the focus of the form to

// Page 5. var i; var thepage;

1. On the Home page, click the button entitled “Assets” and then choose Settings > Button.

3. Click the script entitled “GoToAssetsPage” from the ‘Scripts’ list and click OK.

Task 1e: Liabilities Page Script

1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears.

3. In the Script Name field, type “GoToLiabilitiesPage.” 4. Enter the following script in the text box:

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Comments Page 15

// this script will count the number of pages (7) in the form, subtract // 1 pages from that number, and then reset the focus of the form to

// Page 6.

var i; var thepage;

1. On the Home page, click the button entitled “Liabilities” and then choose Settings > Button.

3. Click the script entitled “GoToLiabilitiesPage” from the ‘Scripts’ list and click OK.

Task 1f: Comments Page

3. In the Script Name field, type “GoToCommentsPage.” 4. Enter the following script in the text box:

// this script will count the number of pages (7) in the form // and then reset the focus of the form to Page 7.

var i; var thepage;

i=eForms.currentDocument.pageCount; thepage=i;

1. On the Home page, click the button entitled “Comments” and then choose Settings > Button.

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Help Message 16

Help Message

By using the Util reference object, you can apply the “message” property in a script that invokes a dialog box. On the Home page, there is a button with a question mark icon. When the user clicks this button, a dialog box containing a brief help message will appear. In this task, you’ll enter the sample script provided for you and then connect it to the appropriate button.

Task 2: Help Script

1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears.

3. In the Script Name field, type “HomeHelp.” 4. Enter the following script in the text box:

Util.message("Click a button on the Home page to move to the desired section.", "Close", NOTE, false)

1. On the Home page, click the button entitled “?” and then choose Settings > Button. 2. Select “Script” from the ‘Type’ drop-down list.

3. Click the script entitled “HomeHelp” from the ‘Scripts’ list and click OK.

Writing a Script For a Lookup

In this lesson, you’ll write and add a script to the Personal Loans Application template and then connect it to a field object displayed on the Liabilities page.

Task 3a: Field Lookup Script

By using the Cell reference object, you can apply the “value” property in a script that sets the value for a cell. On this template, there is a field named “CreditRating.” After the user selects a value from this field, a lookup is performed and returns a “Yes” value to one of the radio buttons located below it.

To enter the sample script provided for you and then connect it to the appropriate field:

3. In the Script Name field, type “CreditRatingCheck.” 4. Enter the following script in the text box:

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Cell Lookup Script 17

theDoc = eForms.currentDocument; theRec = theDoc.currentRecord; theRec.commit();

theVal = theRec.Cell("CreditRatingCheck").value; switch (theVal)

{

case "Fail":

theDoc.currentCell = Cell("R1") theValue = "Yes";

Cell("R1").value = theValue; break;

case "Pass":

case "Warn":

}

Task 3b: Cell Lookup Script

1. On the Liabilities page, click the field named “Credit Rating” and then choose Settings > Lookup.

2. In the Lookup for Credit Rating dialog box, choose “Script” from the ‘Connection type’ drop-down list. 3. Click Choose Script. A dialog box containing a list of all configured scripts appears.

4. Select the “CreditRatingCheck” script and then click OK. 5. Click OK to close the Lookup for CreditRating dialog box. 6. Click Save As.

7. Name the template or accept the default name “advanced tutorial.itp.” Leave the default file type set to “Desktop Form Template.”

8. Browse to a location on your local drive and then click Save.

Testing the Scripts in Desktop eForms

In this lesson, you’ll open the template with Desktop eForms and enable a debugging option for testing.

Task 4a: Open Desktop eForms

To open Desktop eForms:

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Enable Debugging 18

2. Press and hold Alt on your keyboard while the Desktop eForms application opens. The Open dialog box appears.

3. Select “Desktop Form Template (*.itp)” from the ‘Files of type’ drop-down list. 4. Browse for the Loan Application template and then click Open.

Task 4b: Enable Debugging

You can enable and disable debugging at any time while testing the template’s scripts.

To enable debugging:

1. Choose Edit > Preferences.

2. Click the Scripting icon from the scrolling list.

3. Click Set Preferences. The Scripting Preferences dialog box appears. 4. Click the “Enable debugging” option and then click OK.

5. Click OK to close the Preferences dialog box.

To disable debugging, clear the “Enable debugging” option at step 4.

Task 4c: Test the Page Button Scripts

1. On the Home page, click the Personal page button. The JavaScript Debugger window displays. 2. Click the Run button to proceed with the script. The page jumps from the Home page to the Personal

page.

3. You can continue to test the other buttons in the menu. If you want, you may disable the debugging option. The JavaScript Debugger window will not display.

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Test the Help Message Script 19

Task 4d: Test the Help Message Script

1. On the Home page, click the ? button. You should see a dialog box like the one shown next:

2. Click OK to close the dialog box.

Task 4e: Test the Lookup Script

1. On the Liabilities page, choose “Pass” from the ‘Credit Rating’ drop-down list. The cursor moves to option 7.

2. Choose “Warn” from the ‘Credit Rating’ drop-down list. The cursor moves to option 3. 3. Choose “Fail” from the ‘Credit Rating’ drop-down list. The cursor moves to option 1. 4. Please leave Desktop eForms open to test other features demonstrated in this Tutorial.

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Auto-increment Numbers 20

Auto-increment Numbers

This section explains how to add an auto-incrementing value to a form using ODBC. For your

convenience, a Microsoft Access database supplements this section. Auto-incremented values can be unique numbers used to identify a form.

• Create a DSN on your local drive to support ODBC and HTTP connectivity for the tutorial. • Configure an auto-incrementing number on the form using ODBC.

NOTE A Microsoft Access database is provided with the supporting resources for the eForms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information.

Configuring a DSN Task 5 on page 21

Configuring an Auto-increment

Configuring an ODBC Auto-increment Task 6a on page 21

Write an SQL Statement Task 6b on page 22

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Configuring a DSN 21

Task 5: Configuring a DSN

Before you configure the lookup, you must first setup its data source. When the lookup is performed, it will connect to an Active Server Page that includes a reference to the data source via a DSN (data source name).

To create a DSN:

1. Choose Start > Settings > Control Panel. The Control Panel dialog box appears. 2. Double-click Administrative Tools.

3. Double-click Data Sources (ODBC). The ODBC Data Source Administrator dialog box appears. 4. Click the “System DSN” tab.

5. Click Add.

6. Choose “Microsoft Access Driver (*.mdb)” from the driver list and then click Finish. The ODBC Microsoft Access Setup dialog box appears.

7. In the Data Source Name field type “Loans.”

8. In the Database section, click Select. Browse to the directory containing your eForms Designer Advanced Tutorial server files and then click the database named “PersonalLoans.mdb.” 9. Click OK to select this database.

10. Click OK until all dialog boxes are closed. Close the Control Panel when finished.

Configuring an Auto-increment

In this lesson, you’ll configure an ODBC auto-increment for a field and then write a SQL statement that performs the function.

Task 6a: Configure an ODBC Auto-increment

Choose the ODBC auto-increment method for the ‘LoanNo’ field. 1. Go to the Personal page.

2. Right-click the ‘LoanNo’ field and choose Value from the pop-up menu or choose Settings > Value. The Value for LoanNo dialog box appears.

3. From the ‘Type’ drop-down list, choose “Auto-increment.”

4. From the ‘Assign next value from’ drop-down list, choose “ODBC.” The Value dialog box should now resemble the one shown next:

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Write an SQL Statement 22

Task 6b: Write an SQL Statement

Next, you’ll write an appropriate SQL statement to support the auto-increment. The Select statement will retrieve the value from a table in the database, return the value to the form, and then update the table with a new value incremented by 1.

1. Click Configure in the Value dialog box. The Auto-increment for LoanNo dialog box appears. 2. Click Define Connection.

3. From the ‘Database server’ drop-down list, choose “Loans.” 4. Click OK to close the Define Connection dialog box.

5. In the Auto-increment text box, type the following Select statement:

Select FormNumber from tblAutoIncrement;

Update tblAutoIncrement Set FormNumber = "FormNumber" +1; Select FormNumber from tblAutoIncrement;

<<1@LoanNo>>

6. Click OK to close the Auto-increment dialog box. 7. Click OK to close the Value dialog box.

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Test the Auto-increment 23

Task 7: Test the Auto-increment

In this task, you’ll test the ODBC auto-increment within eForms Designer. The “PersonalLoans” database contains an Auto-increment table with the starting value, 999.

1. Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire

form.

2. Click the Personal page. 3. Click in the Loan Number cell.

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Data Lookups 24

Data Lookups

This section explains how to add a lookup to a field using HTTP connectivity. For your convenience, an Active Server Page and Microsoft Access database supplement this section. Lookups reduce data entry and user error by retrieving information from an external data source.

By the end of this section, you’ll know how to: • Configure a lookup for a field.

NOTE The ASP and Microsoft Access database files are provided with the supporting resources for the eForms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information.

Configuring a Data Lookup

Configuring an HTTP Lookup Task 8a on page 25

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Configuring a Data Lookup 25

Configuring a Data Lookup

In this lesson, you’ll configure a lookup to a Customer Account number field. When the user enters a number in this field, the lookup searches the Microsoft Access database for the matching number. If a match is found, the lookup will return data in the First Name, Middle Initial, and Last Name fields.

Task 8a: Configure an HTTP Lookup

For this task, you’ll configure the Customer Account No. lookup. The “PersonalLoans” database already contains test data in a “Lookup” table.

1. Click the ‘AcctNo’ field and choose Settings > Lookup. The Lookup for AcctNo dialog box appears. 2. Choose HTTP from the ‘Connection type’ drop-down list.

3. Click Define Connection.

4. In the Host name field, enter the name of the web server or IP address of the machine where the database and ASP file are stored.

6. Click Create Request. The Create Request dialog box appears. 7. Create a new folder called “Scripts” in the C:\Inetpub directory.

8. Copy the ASP file called “lookup.asp” from the Use with Forms Manager folder to C:\Inetpub\Scripts.

9. In the CGI query field, enter the following path to the ASP file:

/Scripts/lookup.asp?AcctNo=<<AcctNo>>

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Test the Data Lookup 26

Task 8b: Test the Data Lookup

Next, you’ll test the HTTP lookup within eForms Designer.

form.

2. Click the Personal page.

3. In the Customer Account No. field, type ‘101’ and then press Enter or Tab. The following data is returned to the form:

• First Name: Peter • Mid Initial: K • Last Name: Smith

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Data Submit 27

Data Submit

This section explains how to add submit functionality to a form using ODBC. For your convenience, a Microsoft Access database supplements this section. Submits allow the user to send form data to an external data source without having to re-key data or follow complicated import and export instructions. By the end of this section, you’ll know how to:

• Draw a button and configure Submit functionality to it (for use with Desktop eForms only). • Configure a submit for several fields on a form using ODBC.

NOTE A Microsoft Access database is provided with the supporting resources for the eForms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information.

Drawing a Button

Use the Button Tool Task 9a on page 28

Configure a Submit Action for the Button

Task 9b on page 28

Configuring a Data Submit Task 10 on page 29

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Drawing a Button 28

Drawing a Button

Since data submits can be a commonly used feature on a form, you’ll design a button for this form to emphasize this function.

NOTE If you’re designing forms only for use with HTML eForms, a Submit button is automatically configured. In this case, you may proceed to the next lesson in Task 10 on page 29.

Task 9a: Use the Button Tool

To draw and customize a button using the Button tool:

1. Click the Button tool on the Drawing toolbar. If this toolbar is hidden, choose Window > Toolbars > Drawing.

2. Draw a small rectangle-shaped button below the multiple account number section.

3. (Optional) With the button selected, choose Style > Fill Color and Style > Pen Colorto change the background color and text color of the button. You may also use Style > Borders to round the edge of the button for visual enhancement. The following is an example of what the button may look like on the form:

Task 9b: Configure a Submit Action for the Button

To configure the button with a Submit action:

1. Click the Pointer tool, right-click the button and choose Button from the pop-up menu or choose

Settings > Button. The Button Settings dialog box appears. 2. In the Name field, type “Submit.”

3. From the ‘Style’ drop-down list, choose “Shadowed.”

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Configuring a Data Submit 29

5. Click OK to save the button settings.

Task 10: Configuring a Data Submit

When setting up a submit for a form, you must match cells from the form to fields in the database. In this task, you’ll configure a submit that will send data to two tables: one containing all submitted data and another containing data for lookups. You can test the submit by checking the database or performing a data lookup on the form.

To link cells to external data source fields:

1. Choose Form > Template Settings > Data Submission. The Data Submission dialog box appears. 2. From the ‘Connection type’ drop-down list, choose “ODBC.”

3. Click Define Connection. The Define Connection dialog box appears. 4. From the ‘Database server’ drop-down list, choose the DSN “Loans.”

5. Click OK to close the Define Connection dialog box and return to the Data Submission dialog box. 6. Click Choose Tables. The Select Tables dialog box appears.

7. While pressing the Shift key, select the tables “tblLookup” and “tblPersonal” and then click Add. 8. Click OK to close the dialog box and return to the Data Submission dialog box. The ‘Links to remote

data’ scrolling field contains a list of all fields from both tables.

9. Refer to the following tables for this step. First, click the item in the ‘Cells on template’ list; then click the matching item in the ‘Links to remote data’ list; then click Link.

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Cells on template Links to remote data

LoanNo tblPersonal:LoanNo

AcctNo tblPersonal:AcctNo

Requested Loan Amount

tblPersonal:Requested Loan Amount

Duration tblPersonal:Duration

Mr tblPersonal:Mr

Mrs tblPersonal:Mrs

Ms tblPersonal:Ms

DOB tblPersonal:DOB

FirstName tblPersonal:FirstName

LastName tblPersonal:LastName

MidInitial tblPersonal:MidInitial

Address tblPersonal:Address

City tblPersonal:City

Home Telephone tblPersonal:HomePh

Work Telephone tblPersonal:WorkPh

Mobile tblPersonal:Mobile

Savings Account No. tblPersonal:Savings Account No

Joint1 tblPersonal:Joint1

JointName1 tblPersonal:JointName1

Chequing Account No. tblPersonal:Chequing Account No

Other Account No. tblPersonal:Other Account No

AcctNo tblLookup:AcctNo

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11. Click Save on the standard toolbar to save the template.

LastName tblLookup:LastName

MidInitial tblLookup:MidInitial

Mr tblLookup:Mr

Mrs tblLookup:Mrs

Ms tblLookup:Ms

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Test the Data Submit With Desktop eForms 32

Task 11: Test the Data Submit With Desktop eForms

In this task, you’ll test the ODBC Submit in Desktop eForms. 1. Return to Desktop eForms.

2. Choose File > Open.

3. Select “Desktop Form Template (*.itp)” from the ‘Files of type’ drop-down list.

4. Browse for the “advanced tutorial.itp” and then click Open. An information dialog box appears.

5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with this template.

6. After the form opens, click the Personal button.

7. Fill out this page with data and then click the Submit button. Note the number you typed in the Customer Account No. field.

8. Choose Database > Clear Record to clear the form.

To test the data submitted to the “Lookup” table in the database:

1. Enter the number you typed in the Customer Account No. field at step 7 listed above. 2. Tab away from the field. Data should be returned to the salutation prefix and name fields.

To test the data submitted to the “Personal” table in the database:

1. Open the database named “PersonalLoans.mdb”.

2. Double-click the Personal table to open it. The data that you entered on the form has been successfully posted to the database.

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Routing 33

Routing

This section explains how to configure Routing by using special Mail Cells. Mail Cells are calculated fields containing prefilled send mail values. For example, when the user sends the form, the subject, recipient, and message can be automatically filled out.

By the end of this section, you’ll know how to: • Create and configure a “MailSubject” cell. • Create and configure a “MailSendTo” cell. • Create and configure a “MailComment” cell.

Mail Subject Cell

Field Name Task 12a on page 34

Calculation Task 12b on page 34

Mail Send to Cell

Mail Send to Field Task 13a on page 34

Calculation Task 13b on page 35

Message Cell

Mail Comment Task 14a on page 35

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Mail Subject Cell 34

Mail Subject Cell

In this lesson, you’ll create a special field called “MailSubject” then configure a calculation that will populate this field with values. When the user emails the form, the Send dialog box appears with a prefilled subject line containing the Loan Number and name of the applicant.

Task 12a: Field Name

1. Click the Field tool and draw a field on the Work Page. 2. Right-click the field and choose Cell from the pop-up menu.

3. In the Cell Settings dialog box, change the cell name to “Mail Subject.” 4. Click OK to close the dialog box.

Task 12b: Calculation

1. Right-click the Mail Subject field and choose Value from the pop-up menu. 2. Select “Calculation” from the ‘Type’ drop-down list.

3. Type this calculation in the text box:

"PL-" & LoanNo & ", " & LastName & ", " & FirstName

Mail Send to Cell

In this lesson, you’ll create the“Mail Send To” field and then configure a calculation that will populate this field with a value. When the user emails the form, the Send dialog box appears with a prefilled recipient email address.

Task 13a: Mail Send to Field

To create the MailSendTo field names:

1. Click the Field tool and draw two fields on the Work Page. 2. Right-click the first field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to “Mail Send To.” 4. Click OK to close the dialog box.

5. Right-click the second field and choose Cell from the pop-up menu. 6. In the Cell Settings dialog box, change the cell name to “ExternalName.” 7. Click OK to close the dialog box.

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Calculation 35

Task 13b: Calculation

1. Right-click the ‘ExternalName’ field and choose Value from the pop-up menu. 2. Choose “Calculation” from the Type drop-down menu.

External ("SignerName",Loans Officer Signature)

5. Right-click the ‘Mail Send To’ field and choose Value from the pop-up menu. 6. Choose “Calculation” from the ‘Type’ drop-down list.

ExternalName & "@WorldCorp.com"

You may change the host address “@WorldCorp.com” to your company’s standard address for testing purposes.

Message Cell

In this lesson, you’ll create the “Mail Comment” field and then configure a constant value that will populate this field. When the user emails the form, the Send dialog box appears with a pre-filled message.

Task 14a: Mail Comment

1. Click the Field tool and draw a field on the Work Page. 2. Right-click the field and choose Cell from the pop-up menu.

3. In the Cell Settings dialog box, change the cell name to “MailComment.” 4. Click OK to close the dialog box.

Task 14b: Calculation

1. Right-click the MailComment field and choose Value from the pop-up menu. 2. Choose “Constant Value” from the ‘Type’ drop-down list.

3. Type this message in the text box:

Please review the attached application.

Testing Routing in Desktop eForms

In this lesson, you’ll open the template with Desktop eForms and email the form to yourself or another user to test the routing feature.

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Send an eMail 36

Task 15: Send an eMail

1. On the Home page, click the Personal button. 2. Enter data in the First Name and Last Name fields. 3. Return to the Home page and click the Comments button.

4. On the Comments page, double-click the Loans Officer Signature field. The Digital Signature Service dialog box appears.

5. Choose a signing service from the ‘Sign using’ drop-down list and then click OK. 6. Enter your password and then click OK.

7. Click the Send to Officer button below the ‘ManagerSignature’ field. You’ll see a Send dialog box similar to the one shown next:

The recipient, subject, and message body should be filled with data. 8. Click Cancel to close the dialog box.

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Digital Signatures 37

Digital Signatures

This section explains how to format a field for digital signing. Digital signatures offer security by providing tamper detection and signer identification.

• Change the default field format from text to signature.

• Configure signing services and sign parts of a form with a digital signature.

Signature Format

Configuring Signature Cells Task 16a on page 38

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Signature Format 38

Signature Format

In this lesson, you’ll change the format of two fields on the form from text to signature. When the user double-clicks a signature field, they will be prompted for their user name and password. Once this information is entered, the field will display the user’s name and the date the form was signed.

Task 16a: Configure Signature Cells

In this task, you’ll configure digital signing for the ‘Loans Officer Signature’ and ‘Manager Signature’ fields. The ‘Loans Officer Signature’ field will sign all fields that precede it, tab order wise, while the ‘Manager Signature’ field will sign all fields preceding it, up to and including the Loans Officer signature.

1. Click the Comments page.

2. Right-click the ‘Loans Officer Signature’ field and choose Format from the pop-up menu. The Format dialog box appears.

3. Choose “Signature” from the ‘Type’ drop-down list.

4. Click Sign All to mark signed fields in the ‘Cells to sign’ list.

5. Hold the Shift key and click the Approved, Rejected, Comments1, and Manager Signature fields from the Cells to sign list.

6. Click Unsignand then click OK. The remaining fields marked with an ‘x’ will still be signed.

To configure the Manager Signature field:

1. Right-click the Manager Signature field and choose Format from the pop-up menu. The Format dialog box appears.

2. Choose “Signature” from the ‘Type’ drop-down list.

3. Hold the Shift key and click the Approved, Rejected, Comments1, and Manager Signature fields from the Cells to sign list.

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Test the Signature Fields 39

Task 16b: Test the Signature Fields

Next, you’ll test the digital signatures within Desktop eForms. 1. Return to Desktop eForms.

2. Choose File > Open.

4. Browse for the “advanced tutorial.itp” and then click Open. An information dialog box appears. 5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with

this template.

6. After the form opens, click the Personal button on the Home page. 7. Fill out some fields on this page.

8. Click the Comments page tab.

9. Enter some comments and then double-click the ‘Loans Officer Signature field.’

10. Choose a signing service and then enter your user name and password to sign the form.

11. Try deleting data in any of the fields preceding the ‘Loans Officer Signature’ field. You’ll see the following error message:

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Test the Signature Fields 40

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Dynamic Choice Lists 41

Dynamic Choice Lists

This section explains how to create a choice list that’s dynamically displayed based on data entered in another field on the form.

• Configure a field with a dynamic choice list formula.

Designing the Choice List

If-Then-Else Formula Task 17a on page 42

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Designing the Choice List 42

Designing the Choice List

In this lesson, you’ll write a formula that produces a dynamic choice list and configure it to a field.

Task 17a: If-Then-Else Formula

In this task, you’ll write a formula containing 3 different choice lists for a loan Duration field. If the data entered in the ‘Requested Loan Amount’ field is less than or equal to $1000, then a limited list of duration times appears. If the amount is greater than $1000 but less than or equal to $10,000, then a more extensive list of duration times appear. If the amount is greater than $10,000 then another list appears. 1. Click the Personal page.

2. Right-click the Duration cell and choose Cell from the pop-up menu or choose Settings > Cell. The Cell Settings dialog box appears.

3. Click Choice Lists in the Choices area.

4. Click New. The Edit Choices dialog box appears. 5. In the ‘List name’ field, type “Duration.”

6. In the ‘Choice value’ text box, type the following formula:

<<If RequestedLoanAmount <= 1000 Then Tokenize ("3 months_6 months","_")

ElseIf RequestedLoanAmount > 1000 and RequestedLoanAmount <=10000 Then Tokenize ("6 months_12 months_18 months_24 months","_")

Else

{"6 months"} End>>

7. Click Add.

NOTE If you did not type the syntax correctly, a warning dialog box will appear. Double-check your syntax and then try again.

8. Click OK to close the Edit Choices dialog box. 9. Click Done to close the Choice Lists dialog box.

10. Click OK to save changes in the Cell Settings dialog box.

Task 17b: Test the Choice List

Next, you’ll test the dynamic choice list within eForms Designer.

form.

2. Use the following table for this step. Enter the data listed in the Requested Loan Amount column. The matching result is shown in the Expected Results for Duration column.

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Test the Choice List 43

Requested Loan Amount Expected Results for Duration

$1000.00 3 months, 6 months

$5000.00 6 months, 12 months, 18 months, 24 months

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Custom Menus 44

Custom Menus

This section explains how to remove and add menu commands normally displayed with Desktop eForms. You may want to customize a menu to remove commands that are not relevant to the purpose of the form, and instead use terminology that’s better suited for describing the process.

By the end of this section, you’ll know how to: • Remove redundant or unnecessary menu items.

• Add useful and more descriptive commands to the menus. • Add a new menu.

Removing Menu Commands

Menu Items File Task 18a on page 45

Edit Task 18b on page 45

Cell Task 18c on page 46

View Task 18d on page 46

Adding Menu Commands

File Menu Items Task 19 on page 46

Adding a Menu

Go...To Menu Items Task 20 on page 47

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Removing Menu Commands 45

Removing Menu Commands

In this lesson, you’ll remove some commands that are not applicable for this form.

NOTE If preferred, you may restore menu commands at any time by choosing Form > Template Settings > Custom Menus and then click Restore Standard Menus.

Task 18a: File Menu Items

To remove various File menu items:

1. Choose Form > Template Settings > Custom Menus. The Menu Configuration dialog box appears. 2. From the Menubar list, double-click “File.” The following list of menu items appear:

3. Choose “New Document” and then click Remove. Do the same for the following items: Send, Submit, Import, Export, Attach, Extract, Recent Templates, and Recent Data Documents.

4. Remove the separator lines shown in the following image. Click the line and then click Remove.

Task 18b: Edit Menu Items

To remove various Edit menu items:

1. Select “Menubar” from the drop-down list. 2. From the Menubar list, double-click “Edit.”

line 6 line 4 line 3

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Cell Menu Items 46

3. Remove all commands except for “Spelling.”

Task 18c: Cell Menu Items

To remove the entire Cell menu:

1. Select “Menubar” from the drop-down list. 2. From the Menubar list, click once on “Cell.” 3. Click Remove.

Task 18d: View Menu Items

To remove various View menu items:

1. Select “Menubar” from the drop-down list. 2. From the Menubar list, double-click “View.”

3. Remove all commands except for “Tracking Status.”

Adding Menu Commands

In this lesson, you’ll add a command that’s applicable for this form.

Task 19: File Menu Items

In this task, you’ll add a File menu item. This item is a more descriptive Send command. 1. Select “Menubar” from the drop-down list.

2. From the Menubar list, double-click “File.” 3. Click Add.

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Adding a Menu 47

5. Click and drag the “Send to Manager” menu item to the space between the first two separator lines.

6. From the ‘Built-in commands’ scrolling list, click “Send Mail.”

Adding a Menu

In this lesson, you’ll add a new menu to the standard menubar.

Task 20: Go To... Menu Items

In this task, you’ll add a Go To... menu. The commands for this menu are based on the scripts you created earlier for the “Home” page.

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Test the Custom Menu 48

2. Click Add. “Menu Title” appears in the Menubar list. 3. In the ‘Menu name’ field, type “Go To...”.

4. Double-click “Go To...” from the Menubar list. 5. Click Add. “Item Title” appears in the Go To... list. 6. In the ‘Type’ drop-down list, choose “Script.” 7. In the ‘Menu item title’ field, type “Personal.” 8. In the ‘Scripts’ list, click “GoToPagePersonal.”

9. Repeat steps 5-8, this time adding an item title called “Help.” Choose “HomeHelp” from the ‘Scripts’ list.

10. Click OK to close this dialog box.

11. Click Save on the standard toolbar to save this template.

Task 21: Test the Custom Menu

In this task, you’ll test the custom menu within Desktop eForms. 1. Return to Desktop eForms.

2. Choose File > Open.

4. Browse to the “advanced tutorial.itp” and then click Open. An information dialog box appears.

5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with this template.

6. After the form opens, click the File menu. The new file menu should look like the following:

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Functions 49

Functions

This section explains how to add calculated values with functions to a form. Functions perform predefined calculations that use input values called parameters.

By the end of this section, you’ll know how to: • Add a function with parameters to a field.

• Use common function types like Choice and Mathematical.

Adding Mathematical Functions

Random Task 22a on page 50

Running Total Task 22b on page 50

Convert Task 22c on page 51

Choice

Create a Choice List Task 23a on page 52

Choices Task 23b on page 52

Testing the Functions

Random Task 24a on page 53

Running Total Task 24b on page 53

Convert Task 24c on page 54

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Adding Mathematical Functions 50

Adding Mathematical Functions

In this lesson, you’ll add math functions to fields and a column cell.

Task 22a: Random

In this task, you’ll add a function that randomly generates numbers between a specified range to produce a variable interest rate.

1. Click the Personal page.

2. Right-click the ‘Rate_’ field and choose Value from the pop-up menu. The Value for Rate_ dialog box appears.

3. Choose “Calculation” from the ‘Type’ drop-down list. 4. Type the following calculation in the text box:

Random (4,7)

5. A random value will be generated between the numbers 4 and 7. 6. Click Chk to check the syntax of your calculation.

Task 22b: RunningTotal

Next, you’ll add a function that calculates the running total of a column cell for an Expenses table. 1. Click the Income/Expense page.

2. Double-click the ‘Balance’ column. When it’s selected it will shimmer.

NOTE Try not to click on the row line as this will select all row lines of the table, rather than the individual column.

1. Right-click and choose Value from the pop-up menu or choose Settings > Value. The Value for Bal-ance dialog box appears.

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Convert 51

3. Type the following calculation in the text box:

RunningTotal (TotalIncome,-Amount)

The running total is calculated by subtracting values listed in the amounts column from the total income value.

4. Click Chk to check the syntax of your calculation. 5. Click OK to close the dialog box.

Task 22c: Convert

Next, you’ll add a function that converts feet to metres. 1. Click the Assets page.

2. Right-click the ‘Convert_to_Metres’ field and choose Value from the pop-up menu or choose Settings > Value.

3. From the ‘Type’ drop-down list choose “Calculation.” 4. Type the following calculation in the Value text box:

Convert (Square Feet,ft,m)

‘Square Feet’ is the name of the field where the user enters the square footage value. The ‘Convert_to_Metres’ field then converts feet (ft) to metres (m.)

5. Clear the ‘Display Only’ option.

6. Click Chk to check the syntax of your calculation. 7. Click OK to close the dialog box.

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Choice 52

Choice

In this lesson you’ll add a choice function to a column cell. The column will display each choice list item within a separate row.

Task 23a: Create a Choice List

To create a choice list:

1. Click the Work Page.

2. Draw a text field on the form.

3. Right click on the field and choose Cell from the pop-up menu or choose Settings > Cell. The Cell Settings dialog box appears.

4. In the ‘Cell name’ field, type “Liabilities.”

5. Click Choice Lists. The Choice Lists dialog box appears. 6. Click New. The Edit Choices dialog box appears.

7. In the ‘List name’ field type “Liabilities.”

8. In the ‘Choice value’ text box, add the following list of items: Car loans, Credit card limit, Other loans, Outstanding mortgage amount, and Personal loans. Click Add after you type each entry.

9. Click OK to close the Edit Choices dialog box. 10. Click Done to close the Choice Lists dialog box. 11. Click OK to close the Cell Settings dialog box.

Task 23b: Choices

Next, you’ll add a function that takes the items from the choice list and places it into the column cell of a Liabilities table.

1. Click the Liabilities page.

2. Double-click the ‘Item1’ column. When selected it will shimmer.

3. Right-click and choose Value from the pop-up menu or choose Settings > Value. The Value for Item1 dialog box appears.

4. In the ‘Type’ drop-down list, choose “Calculation.” 5. Type the following calculation in the text box:

Choices (Liabilities)

‘Liabilities’ is the name of the cell you created on the Work Page.

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Testing the Functions 53

7. Click OK to close the Value dialog box.

Testing the Functions

In this lesson, you’ll test the functions within eForms Designer.

Task 24a: Random

form.

2. Click the Personal page. Note the result in the ‘Rate’ field. 3. Repeat steps 1-2 a few times to see the rate change.

Task 24b: Running Total

form.

2. Click the Income/Expense page.

3. Fill out the income fields similar to the example shown below:

4. Tab to the space beside ‘Car and boat expenses.’ Enter data and tab down the column. Watch the balance column beside the amounts you enter to see the running total.

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Convert 54

Task 24c: Convert

1. Click the Assets page.

2. In the ‘Square Feet’ field, type “1500” and then press Tab. The ‘Square Metres’ field displays the converted value, 457.2.

Task 24d: Choices

1. Click the Liabilities page. The Item column displays the choice list items you created for the Liabilities cell.

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Form Tracking 55

Form Tracking

This section explains how to configure tracking for a form using HTTP connectivity. For your convenience, two Active Server Pages and a Microsoft Access database supplement this section. Form tracking occurs as a form is sent from one user to another. Desktop eForms stores the sender and recipient names, the date and time that the form was sent, and field data that uniquely identifies the form. When the user requests the tracking status of a form, a connection is made to the tracking database and the tracking details are then retrieved and displayed in another page or window.

By the end of this section, you’ll know how to: • Configure HTTP tracking for a form.

NOTE The ASP and Microsoft Access database files are provided with the supporting resources for the eForms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information.

Configuring Form Tracking

Tracking Cell Task 25a on page 56

Track Connection and Request Task 25b on page 56

Status URL Task 25c on page 58

Testing HTTP Form Tracking

Fill Out and Sign Form Task 26a on page 58

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Configuring Form Tracking 56

Configuring Form Tracking

In this lesson, you’ll configure tracking to the form using HTTP Connectivity.

Task 25a: Tracking Cell

To choose a unique tracking cell to identify the form:

1. Choose Form > Template Settings > Tracking. The Tracking dialog box appears. 2. Select the ‘Track this form’ option.

3. Choose “HTTP” from the ‘using:’ drop-down list. 4. Click Tracking Cell.

5. Choose “LoanNo.” from the scrolling list.

6. Click OK to accept the tracking cell.

Task 25b: Track Connection and Request

Next, you’ll specify the server address for the tracking script and indicate which cell data will be tracked. 1. Click Track on the Tracking dialog box.

2. Click Define Connection.

3. In the ‘Host name’ field, type the web server name or address containing the ASP scripts. Click OK. 4. Click Create Request. The Configure HTTP Request dialog box appears.

5. In the ‘Submit to CGI’ field, enter the path to the ASP script called “TrackRequest.asp,” a script that obtains tracking data from the form.

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Track Connection and Request 57

6. Choose “Cell data” in the second drop-down list. 7. Select the ‘Include cell data’ option.

8. Hold the Shift key, click the first 6 fields (from Template ID to Recipients), and then click Add.

9. Scroll through the list of ‘Cells on “advanced tutorial.itp,”’ choose ‘LoanNo’ and click Add. 10. Click OK to save the HTTP Request configuration. The Configure Tracking dialog box appears.

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Status URL 58

11. Click OK to close the Configure Tracking dialog box.

Task 25c: Status URL

Next, you’ll set the path to the URL that will display the tracking status entries.

1. Click Statuson the Tracking dialog box. The Tracking Status dialog box appears.

2. In the ‘URL’ field, type the path to the ASP called “Status.asp,” a script that displays the tracking status results in a browser window. For example:

http://webservername/Scripts/Status.asp

3. Click OK to close the Tracking Status dialog box.

4. Click OK to save the tracking configuration and close the Tracking dialog box.

Testing HTTP Form Tracking

In this lesson, you’ll test HTTP Tracking within Desktop eForms.

Task 26a: Fill Out and Sign Form

1. Return to Desktop eForms. 2. Choose File > Open.

3. Select “Desktop Form Template (*.itp)” from the ‘Files of type’ drop-down list. 4. Browse for the “advanced tutorial.itp” and then click Open.

5. An information dialog box appears. Click Replace to replace the previous template that resides in your

My Forms > Templates folder with this template. 6. After the form opens, click the Personal button.

7. Note the auto-incremented number that appears in the ‘Loan Number’ field. Type “101” in the ‘CustomerAccountNo.’ field and press Enter.

8. Go to the Comments page.

9. Double-click the Loans Officer Signature field. The Digital Signature Service dialog box appears. 10. Choose a signing service from the ‘Sign using’ drop-down list and then click OK.

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Send Form 59

Task 26b: Send Form

1. Choose File > Send To Manager. A Server Response dialog box appears.

“1002” is the Loan Number and “1180464444” is the auto-generated Template ID of the template. 2. Click OK to close the dialog box.

3. Click the Check Status button below the ‘Loans Officer Signature’ field. The “Personal Loan Status Page” opens in a browser window and displays the Tracking Status information as shown here: