Self Help - Form - Standard Use Case


To help you set up this use case, you can download the relevant documentation and the sample project. Open url.png See List of files to download.

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.

         Example - Standard form.png

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.

         Use case - Create a standard form procedure.png
 

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.

  • The Conception pane will appear.
  • The first cell in the form will appear.
    New form.png

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

  • Click Add element type icon.png in the form cell and select Add an input field from the contextual menu.
    The properties window of the new element will appear.
             Create form element - Seniority.png
  • 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 Add icon.png at the bottom of the form to add a row.
  • Click Add element type icon.png 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.
             Create form element - Frequency.png
  • 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.
               Create form element - Frequency - Value list.png
    • Click Finish.
      You will return to the window for creating the form element.
  • Click Finish.

The form elements will appear in the Explorer pane.
         Standard form created.png
 

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 Step type icon - Start.png and select Insert a Step > Insert a Page from the contextual menu.
  • Name the step, Input.
             Create procedure - Input step added.png

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.

         Create procedure - Input step - Form added.png

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.

  • The top branch <Condition> manages the response to be provided if employees are eligible for a new smartphone.
  • The bottom branch Default manages the response to be provided if employees are not eligible for a new smartphone.
    Create procedure - Test step added.png

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.

         Create procedure - Add condition.png

  • 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 Select expression icon.png and go to the Project variables > Qualification section.
               Create procedure - Add condition - Select variable.png
    • Select the greater than operator and enter the value 2.
  • Define the condition where business travel frequency must be weekly.
    • Click Add icon.png Add a condition line.
    • Select the Qualification.frequency project variable that stores the frequency of business travel. Click Select expression icon.png and go to the Project variables > Qualification section.
    • Select the equals operator and enter the value "Every week". Caution: You must enter the value surrounded by double quotes.
  • 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
Use case - Attribution ok.png Condition test ok - Example.png

 

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
Use case - Attribution nok.png Condition test nok - Example.png

Phase 4: Test the workability of the form.

1. Click Save disk icon.png 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 User procedure access icon.png icon will appear after the procedure label.

3. Display the procedure in the Conception pane and click User procedure access icon.png 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

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Last modified by Christine Daussac on 2021/05/14 11:15
Created by Administrator XWiki on 2021/04/16 12:39

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