Whenever a data steward accesses Talend MDM Web UI to approve a workflow task assigned to
him/her, the task details display in an automatically generated form "default form".
However, there is a way to design a customized form instead of this auto-generated
form.
From the
BPM
perspective in Talend Studio, you can create a customized form for any workflow task that needs
human intervention. Later when the data steward accesses the auto-generated form of this
task in Talend MDM Web UI, he/she can jump to the
customized web application generated with the form defined in the
BPM
perspective. For further information, see Talend MDM Web UI User Guide.
Before you begin
You have already connected to the
MDM server from
Talend Studio. At least one workflow has been
created.
About this task
The following procedure of creating
a customized form for a workflow task is documented based on the
MDM demo project.
Procedure
-
Open the workflow in the
BPM
perspective of
Talend Studio.
-
Select a step that requires human intervention, Price Request in this example.
General information about the selected step is displayed in the
General panel.
-
Go to the Execution panel,
click the Form tab, and select the UI Designer option.
-
Click Create a new form...
at the bottom of the Target form drop-down
list, and the form editor is opened in the browser, which allows you to define the
customized form with relevant widgets.
-
If required, modify the form name in the text field at the top of
the page, RequestNewPriceForm in this
example.
-
If required, click the form information button next to the form
name field and in the pop-up dialog box, specify the metadata information of the form
in the corresponding fields.
-
In the VARIABLES area,
specify the variables you need to use in the customized form. In this example, the
following four variables are added:
-
formOutput: to return
the new product price to the workflow. The type is Javascript expression and the value is
return {'c_productPrice': $data.productPrice.value};.
-
productName: to
retrieve the value of the product name from MDM. It is an external API
type variable with the value set to the mdm_context API URL
../API/extension/mdmcontext?xpath=Product%2FName&taskId={{taskId}},
where Product%2FName represents the xPath of
the product name element and %2F is the
HTML URL encoding value of the character /.
-
productPrice: to
retrieve the value of the product price from MDM. It is an external API
type variable with the value set to the mdm_context API URL
../API/extension/mdmcontext?xpath=Product%2FPrice&taskId={{taskId}},
where Product%2FPrice represents the xPath of
the product price element and %2F is the
HTML URL encoding value of the character /.
-
taskId: to get the ID
of the task. It is a URL parameter type
variable.
-
In the Container area, add
as many widgets as required. In this example, only the product name and the product
price will be shown in the customized form, and the following two fields are
added:
-
Save your customized form and then close it to go back to your
workflow.
Note that there is no explicit deployment action for a custom
form. Rather, you deploy a custom form at the same time as you deploy the workflow to
which it is linked.
Results
After you define and deploy the customized form for a workflow task,
when a data steward or business user access Talend MDM Web UI, the workflow task will be displayed with the customized form.
