Simple Public Form Application

Overview

The Simple Public Form application demonstrates a straightforward multi-step form workflow accessible to both authenticated and anonymous users. This guide outlines the development of the application, detailing tasks, roles, referenced tasks, and navigation functionality using the and .

The application is runnable in the Demo environment or in your own instance of .

To learn how to install NAE CE locally or on a server, follow this tutorial.

Click here to launch the process in Builder

Application Structure

The Simple Public Form application comprises:

Tasks

• Form: Serves as the main interface and references three sub-tasks (Step 1, Step 2, Step 3).
• Step 1: Captures contact information such as name, email, and phone number.
• Step 2: Collects request details and allows file attachments.
• Step 3: Records user selections and service timelines.
• Summary: Displays submitted information for review.

Referenced Tasks

Each referenced task brings different data components into the form:

• Step 1: Contact details (Name, Surname, Email, Phone).
• Step 2: Request details (Description, Main and Additional Attachments).
• Step 3: User selections (Services, Preferred timelines).

Roles and Permissions

• System Role: Grants administrative access to Step 1, Step 2, and Step 3 for secure data entry.
• No Assigned Roles: Ensures both logged-in and anonymous users can access the Form and Summary tasks.

Functionality and Navigation

Functions

1. Increment Step: Advances the user to the next step in the form sequence.

{ def step -> 
   def matcher = (step =~ /step(\d+)/)
   if (matcher.matches()) {
      int stepNumber = matcher[0][1] as int
      if (stepNumber < 3) {
         return "step${stepNumber + 1}"
      }
   }
   return step
}

2. Decrement Step: Returns the user to the previous step.

{ def step ->
  def matcher = (step =~ /step(\d+)/)
  if (matcher.matches()) {
     int stepNumber = matcher[0][1] as int
     if (stepNumber > 1) {
        return "step${stepNumber - 1}"
     }
  }
  return "step1"
}

Actions

1. Next: Moves the user forward in the workflow and updates the form step.

step: f.step,
stepper: f.stepper;

def nextStep = incrementStep(stepper.value)

change step value { [useCase.tasks.find{it.transition==nextStep}?.task] }
change stepper value { nextStep }

2. Back: Navigates to the previous step and displays the appropriate task.

step: f.step,
stepper: f.stepper;

def prevStep = decrementStep(stepper.value)

change step value { [useCase.tasks.find{it.transition==prevStep}?.task] }
change stepper value { prevStep }

These functions and actions ensure seamless navigation between steps while dynamically updating form content based on user progress.

Single Form View and URL Generation

A single form view is easily accessible by copying the public form URL and opening it in a new tab or window. Each time the form is accessed, a new process instance is generated.

Example workflow:

1. Copy and open a public form URL:
   https://etask.netgrif.cloud/process/MjAyNS1zaG93Y2FzZTkxL2NvbGxlY3REYXRh
2. The platform generates a unique case ID in the URL, such as:
   https://etask.netgrif.cloud/process/MjAyNS1zaG93Y2FzZTkxL2NvbGxlY3REYXRh/678679df78fd2f3a255b5423
3. To directly access the "Form" task (ID: t1), append /t1 to the URL:
   https://etask.netgrif.cloud/process/MjAyNS1zaG93Y2FzZTkxL2NvbGxlY3REYXRh/678679df78fd2f3a255b5423/t1

This structure allows for embedding forms dynamically on any webpage or application, enabling flexible and streamlined data collection.