??How to Call a Workflow from a Basic Form in a Portal ???

In this Article, we will explore how to call a workflow from a basic form in a portal, providing you with a step-by-step guide to enhance your portal's functionality and improve your business processes.

Step 1: Create the Process (Workflow)

Go to the Environment

• Navigate to your portal environment.

Advanced Settings

• Access the advanced settings of your portal.

Customizations

• In the advanced settings menu, select 'Customizations.'

Process

• Within the customizations section, choose 'Process.'

Create New Process

• Click on 'Create New Process.'
• In the new process creation menu, select 'Workflow.' As per your specific requirements, proceed to create the workflow.

Step 2: Create a Basic Form in the Portal

Access the Portal Management App

• Open the Portal Management app within your environment.

Navigate to Forms

• In the Portal Management app, go to the 'Basic Forms' section.

Create New Form

• Click on 'Create New Form.'
• Add Metadata: Go to the 'Metadata' tab and add the necessary metadata as required for your form.

Step 3: Call the Workflow from the Form

Go to Additional Settings Tab

• In the form settings, navigate to the 'Additional Settings' tab.

Select Advanced Settings

• Within the 'Additional Settings' tab, click on 'Advanced Settings.'

Actions

Under 'Advanced Settings,' go to 'Actions.'

Workflow

• Select 'Workflow' from the list of actions.

Select the Workflow

• Choose the workflow you created in Step 1 from the list of available workflows.
• Provide the required details for the workflow.

Step 4: Create Table Permissions (If Not Already Available)

Access the Portal Management App

• Open the Portal Management app within your environment.

Navigate to Table Permissions

• In the Portal Management app, go to the 'Table Permissions' section.

Create New Table Permission

• Click on 'Create New Table Permission.'

Define Permissions

• Specify the table for which you want to set permissions.
• Define the necessary permissions (Read, Write, Create, Delete) for the table based on the requirements of your workflow and form.
• Assign Table Permission to Web Roles
• Assign the created table permissions to the appropriate web roles to ensure that users have the necessary access to interact with the form and workflow.

Step 5: Save Changes and Verify

Ensure all changes are saved, including form design, metadata, workflow integration, and table permissions.

Check the Portal

Navigate to your portal, fill out the form with test data, and submit it to verify that the workflow is triggered as expected.

In conclusion, by following the outlined steps, you can seamlessly call workflows from basic forms within your portal.