Creating customized forms for workflow tasks - 6.2

Talend Data Fabric Studio User Guide

EnrichVersion
6.2
EnrichProdName
Talend Data Fabric
task
Data Quality and Preparation
Design and Development
EnrichPlatform
Talend Studio

Whenever a data steward accesses Talend MDM Web User Interface 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 User Interface, 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 User Interface User Guide.

Prerequisite(s): You have already connected to the MDM server from Talend Studio. At least one workflow has been created.

To create a customized form for a workflow task, do the following:

  1. Open the workflow in the BPM perspective of Talend Studio.

  2. Select a step that requires human intervention.

    General information about the selected step is displayed in the General panel.

  3. Switch to the Application panel, then click the Pageflow tab to list the available forms under Forms.

  4. Click the Add... button to open a dialog box and start defining the customized form.

  5. If required, modify the name and enter a description in the corresponding fields.

  6. In the list, select the check boxes of the variables you want to include in the customized form and then click Finish to close the dialog box.

    The form opens in the BPM perspective.

    In this example, you want to show in your customized form only the product name and the new product price, so you need to define only two fields in this customized form: Product Name, and Enter New Price.

    Note

    You can use the plus/minus buttons to add/remove columns or rows in your form.

  7. If required, select each of the rows (variable field) in the customized form to see its detail information and do any modifications according to your need.

  8. Do the same to define the detail of all the other rows in the customized form, if required.

  9. 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.

After you define and deploy the customized form for a workflow task, when a data steward or business user access Talend MDM Web User Interface, the workflow task will be displayed within the customized form.

Note

You can also decide what template to use for this customized form among few available Bonita templates and one Talend template. For further information, see Using a Talend template as the customized form for the workflow task.

The default form will show all the MDM variables defined in the workflow.

For further information on using this form, see Talend MDM Web User Interface User Guide.