Use
the New Process wizard to create an empty process. Optionally, you
can specify the following items in the process:
A start point for the process. A start point determines
how the process is started. A process can have multiple start points.
By default, a new process always contains a programmatic start point.
(See Programmatic start point properties).
Descriptive text.
An image that is displayed with your process in Workspace.
Instructions for the process users that are displayed in
Workspace.
Create a process using the wizard:Select File > New
> Process.
In the Name box, provide a unique name for the process.
(Optional) In the Description box, type a description for
the process.
In the Enter Or Select The Parent Folder box, specify the
path to the process location within the application hierarchy. The
path must include the name and version of the application and, optionally,
subfolder names. An example of a valid path is /MyApp/1.0/processes.
You can either type the path or select the required location from
the application tree.
(Optional) Click New Folder to create a subfolder in the
application tree. Creating subfolders in the application tree is
a recommended way of organizing your assets inside the application.
For example, you can group different types of processes in separate
folders.
Click Next and, in the Configure a Start Point panel, select
one of the following available start points for the process.
When A User Submits A Task In Workspace: The
process starts when the user fills and submits a form in Workspace.
For details about how to configure the Workspace start point, see Configuring the Workspace start point.
When A User Submits A Task From a Mobile Device: The
process starts when the user fills and submits a form using Adobe
LiveCycle ES3 - Mobile 10. For details about how to configure the
Mobile start point, see Configuring the Mobile start point.
When The System Receives An Email: The
process starts when the process receives an email from the user.
For details about how to configure Email start point, see Configuring the Email start point.
When A File Arrives In A Watched Folder: The
process starts when a file is placed in a specified watched folder.
For details about how to configure Watched Folder start point, see Configuring the Watched Folder start point.
Add Start Points Later: The
new process has only the default programmatic start point. You can
add a custom one later. (See Starting processes using start points).
Click Next. The next panel that appears depends on your selection
in the Configure a Start Point panel. If you choose to add start
points later, the Summary panel appears. For all other start point
types, the corresponding start point configuration panel appears.
Carefully examine information in the Summary panel. If you
must change it, click Back and modify your settings.
Click Finish to create a process.
Configuring the Workspace start pointThe Workspace start point configuration
consists of two panels, where you provide the following information:
(Optional) A form to use in the process. This form must
already be present in your application.
A Workspace category where the process resides.
The name for the process as it appears in the Start Process
area of Workspace.
A process icon.
Instructions for process users.
The first configuration panel appears after you select Workspace
in the Configure a Start Point panel and click Next.
Configure the Workspace start point:In the Form Selection
area, choose one of these options:
Choose a Form Later: Select
this option if you do not have the process form ready. You can select
the form later in the Process Properties view for the start point.
Use an Existing Form: Select
this option to specify a form that is stored in the application.
In the space provided, specify the path to the form location within the
application hierarchy. The path must include the name and version
of the application and, optionally, subfolder names. An example
of a valid path is /MyApp/1.0/forms/MyForm.xdp. You can either type
the path or select the required location from the application tree.
Note: If you select a form that is submitted as an XML
Data Package (XDP), the wizard creates an xml variable called formData.
If you select a form that is submitted as a PDF, the wizard creates
a document variable called formData.
Click Next and, in the Workspace Category box, choose one
of these options:
Choose a Workspace Category: Select
the name of the Workspace category where the process will appear.
This option does not appear until there is at least one Workspace
category created.
Create a New Workspace Category: Type
the name for the new Workspace category.
(Optional) In the Workspace Process Name box, specify the
name of the process as it will appear in the Start Process area
of Workspace. The default name is Start <process name>.
(Optional) In the Description box, type instructions for
the process user.
(Optional) To associate a custom image with the process,
click Browse , navigate
to and select an image file, and click Open. The image you specify
is displayed in the process cards within Workspace. The image formats
that are supported are JPG and PNG.
Reduce
your image to 150 x 150 pixels. You can compress the image without losing
quality before you add it to your process by using tools such as
Adobe ImageReady®. Compression optimizes
the image for use in LiveCycle, improves load times, and maximizes
user experiences. Always verify that the images are displayed correctly.
Images larger than 150x150 pixels are scaled and may appear distorted.
(Optional) To disassociate a custom image from the process,
click Reset To Default .
Click Next and, in the New Process Configuration Summary
panel, examine the list of selected options. If you must change
it, click Back.
Click Finish to create a process.
Configuring the Mobile start point* New for 9.5 *
The Mobile start point configuration
consists of two panels, where you provide the following information:
(Optional) A Guide to use in the process. This Guide
file must already be present in your application and compatible
with mobile devices.
An Mobile category where the process resides.
The name for the process as it appears in the mobile application.
A process icon.
Instructions for process users.
The first configuration panel appears after you select the Mobile
option in the Configure a Start Point panel and click Next.
Configure the Mobile start point:In the Form Selection area, choose one of these options:
Choose a Form Later: Select
this option if you do not have the Guide for the process ready.
You can select the Guide later in the Process Properties view for the
start point.
Use an Existing Form: Select this option
to specify a Guide that is stored in the application and is compatible
with mobile devices. In the space provided, specify the path to
the Guide file location within the application hierarchy. The path
must include the name and version of the application and, optionally, subfolder
names. An example of a valid path is /MyApp/1.0/forms/MyForm.xdp.
You can either type the path or select the required location from
the application tree.
If the Guide you select does not support
mobile devices, a warning message is displayed at the top of the
panel. For more information, see Guides on mobile devices.
Note: If you select a
Guide that is submitted as an XML Data Package (XDP), the wizard
creates an xml variable called formData.
Click Next and, in the Mobile Category box, choose one of
these options:
Choose a Mobile Category: Select the
name of the Mobile category where the process is displayed. This
option does not appear until there is at least one Mobile category
created.
Create a New Mobile Category: Type the name
for the new Mobile category.
(Optional) In the Mobile Process Name box, specify the name
of the process as it is displayed in the Mobile application. The
default name is Start <process name>.
(Optional) In the Description box, type instructions for
the process user.
(Optional) To associate a custom image with the process,
click Browse , navigate
to and select an image file, and click Open. The image you specify
is displayed in the Mobile application. The image formats that are
supported are JPG and PNG.
Reduce your image
to 150 x 150 pixels. You can compress the image without losing quality
before you add it to your process by using tools such as Adobe ImageReady®. Compression optimizes the image for use
in LiveCycle, improves load times, and maximizes user experiences.
Always verify that the images are displayed correctly. Images larger
than 150x150 pixels are scaled and may appear distorted.
(Optional) To disassociate a custom image from the process,
click Reset To Default .
Click Next and, in the New Process Configuration Summary
panel, examine the list of selected options. If you must change
it, click Back.
Click Finish to create a process.
Configuring the Email start pointIn the Email Configuration panel, provide
the information that is required for the following operations:
This panel appears after you select Email in the Initial Configure
a Start Point panel and click Next.
Configure the Email start point:Provide the appropriate
information in the following boxes:
Inbox Host: Specify
the IP address or the host name of the POP3 or IMAP server to use
for receiving email.
Inbox Protocol: Select the POP3
or IMAP protocol to use for receiving email.
Inbox Port: Specify
the port that is used to connect to the POP3 or IMAP server.
Inbox User: Specify
the user name for the account to use to log in to the POP3 or IMAP
server.
Inbox Password: Specify the password that is
associated with the user name specified in the Inbox User box.
SMTP Host: Specify
the IP address or the host name of the SMTP server to use for sending
email messages.
SMTP Port: Specify the port that is
used to connect to the SMTP server. The default value is 25.
SMTP User: Specify
the user name for the account to use to log in to the SMTP server.
SMTP Password: Specify
the password that is associated with the user name specified in
the SMTP User box.
Click Next and, in the New Process Configuration Summary
panel, examine the list of selected options. If you must change
it, click Back.
Click Finish to create a process.
Configuring the Watched Folder start pointIn the Watched Folder Configuration
panel, specify the watched folder location on the LiveCycle Server
and the filename pattern to match before starting the process.
A watched folder is a folder that is located on the LiveCycle
Server computer. The default path is /WatchedFolders/application
name/process name. These folders are created in the root of the
server computer when you deploy the application. For example, if
your application name is myapplication and your process name
is myprocess, LiveCycle creates the folders C:/WatchedFolders/myapplication/myprocess.
If the watched folder exists on the server, specify its path instead.
In a clustered environment, the path must point to a shared network folder
that is accessible from every computer in the cluster. (See "Using
watched folders" in Administration Console Help).
The filename pattern can use the asterisk (*) and question mark
(?) symbols:
Use the asterisk (*) to represent any series of characters.
For example, the pattern te*.xdp matches the filename test.xdp.
Use the question mark (?) to represent any single character.
For example, the pattern te?t.xdp matches the filename test.xdp.
The Watched Folder Configuration panel appears after you select
Watched Folder in the Configure a Start Point panel and click Next.
Configure the Watched Folder start point:In the Path box,
specify the location of the watched folder or accept the default location.
(Optional) In the Include File Pattern box, specify the filename
pattern so that only the files that match this pattern will start
a process. The default pattern is the asterisk (*), which means
that any file that is placed in the watched folder starts the process.
Click Next and, in the New Process Configuration Summary
panel, examine the list of selected options. If you must change
it, click Back.
Click Finish to create a process.
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