This use case describes a form that enables users to find out if they are eligible for a new smartphone based on their answers. Users must have worked two or more years for the company and travel frequently for business.

Overview

The implementation of the use case is performed in several phases:

• Phase 1: Create the form for collecting information
  • Create an Input field element to obtain the number of years the employee has worked for the company.
  • Create a Single choice list of values element to obtain the employee's business travel frequency.
  • Create a Page step to display the form.

• Phase 2: Define the eligibility conditions for a smartphone
  • Create an Action with Switch step to manage two possibilities, Eligible for smartphone and Not eligible.
  • Create the eligibility conditions: employees must have worked two or more years for the company and travel frequently for business.

• Phase 3: Process the result of the smartphone eligibility test
  • Create a Page step to process the Eligible for smartphone result (conditions fulfilled).
  • Create a Page step to process the Not eligible result (conditions not fulfilled).

• Phase 4: Test the workability of the form
  • Run the procedure for displaying the form.
  • Answer the two questions displayed in the form and check that the correct message is displayed.

Phase 1: Create the form for collecting information

Step 1: Create the form.

1. Expand the tree structure in the Explorer pane for the Self Help project in which you want to create your form.

2. Right-click the folder where the new form should be created and select New > Form from the contextual menu.
The form will be inserted in the Explorer pane. Its name will be <New form>.

3. Rename the form, Qualification.
 

Step 2: Create the form elements.

1. Double-click the form in the Explorer pane.

2. Add the element to obtain the number of years worked for the company.

• Click  in the form cell and select Add an input field from the contextual menu.
  The properties window of the new element will appear.
          

• Enter the label of the element: How long have you been working for the company?
• Indicate that the element is a number by selecting Number in the Input type field.
• Modify the names of the input and output parameters to seniority so that you can identify them easily.
• Click Finish.

3. Add the element to obtain the frequency of business travel.

• Click  at the bottom of the form to add a row.
• Click  in the new form cell and select Add a single choice list of values from the contextual menu.
  The properties window of the new element will appear.
          

• Enter the label of the element: How often do you travel for work?
• Modify the names of the input and output parameters to frequency so that you can identify them easily.
• Click Create list to specify the frequencies that users can select.
  • Click Add only Label to add each new value.
  • Enter the three choices possible, Every week, Every month, Less often in the Label column.
            
  • Click Finish.
    You will return to the window for creating the form element.
• Click Finish.

The form elements will appear in the Explorer pane.
        
 

Step 3: Create a procedure step to display the form.

1.Create a new procedure.

• Right-click the Self Help project in which you created your form and select New > Procedure from the contextual menu.
  The procedure will be inserted in the Explorer pane. Its name will be <New procedure>.
• Rename the procedure, Can I have a new smartphone?

2. Add a Page step.

• Double-click the procedure in the tree structure of the Explorer pane.
  The procedure will appear in the Conception pane.
• Right-click the Start step  and select Insert a Step > Insert a Page from the contextual menu.
• Name the step, Input.
          

3. Associate the Qualification form with the step.

• Select the Content tab in the Description pane.
• Enter the following text: To find out if you are eligible for a new smartphone, please answer the following questions.
• Click and drag the Qualification form from the Explorer pane to the Content tab.

Phase 2: Define the eligibility conditions for a smartphone

Step 1: Create a step for adding the eligibility conditions.

1. Right-click the Input step and select Insert a Step > Insert an Action with Switch from the contextual menu.

2. Name the step, Test. 

Two branches will be created.

Step 2: Define the eligibility conditions for a smartphone.

1. Double-click the <Condition> field in the top branch.
The window for defining the condition will appear.

2. Enter the eligibility conditions.

• Define the condition where seniority must be greater than two years.
  • Select the Qualification.seniority project variable that stores the number of years worked for the company. Click  and go to the Project variables > Qualification section.
            
  • Select the greater than operator and enter the value 2.

• Define the condition where business travel frequency must be weekly.
  • Click Add a condition line.
  • Select the Qualification.frequency project variable that stores the frequency of business travel. Click  and go to the Project variables > Qualification section.
  • Select the equals operator and enter the value "Every week".

• Indicate that both conditions must be fulfilled by selecting All conditions must be true (AND) from the list at the top of the window.

• Click Finish.
  The condition will be refreshed.

Phase 3: Process the result of the smartphone eligibility test

Step 1: Process the Eligible for smartphone result.

1. Insert a Page step after the top branch that will be called if the eligibility conditions are fulfilled. Name it ok.

2. Select the Content tab in the Description pane.

3. Enter the message informing employees that they are eligible for a new smartphone.

Self Help	Example

Step 2: Process the Not eligible result.

1. Insert a Page step after the bottom branch that will be called if the eligibility conditions are not fulfilled. Name it not ok.

2. Select the Content tab in the Description pane.

3. Enter the message informing employees that they are not eligible for a new smartphone.

Self Help	Example

Phase 4: Test the workability of the form.

1. Click  in the toolbar of the Conception pane to save the Can I have a new smartphone? procedure.

2. Make the procedure available to users.

• Right-click the procedure in the tree structure of the Explorer pane and select Allow launch by users from the contextual menu.
  The  icon will appear after the procedure label.

3. Display the procedure in the Conception pane and click  in the toolbar.
The form will appear in a new Web browser tab.

4. Answer the two questions displayed in the form and check that the correct message is displayed.

List of files to download

• PDF file for the use case

• Example project