Workspace

LiveCycle Workspace ES4 is a brand new HTML Workspace that matches the capabilities of the existing Flex-based Workspace, and makes it easier to integrate Workspace components with web applications. Using Workspace end users can initiate and participate in form-based business processes by using just a web browser.

Note: The Flex Worksapce is deprecated for AEM forms. It is available for the LiveCycle ES4 release.

For more information, see Working with HTML Workspace.

Using Workspace, users can perform these tasks:

  • LiveCycle Workspace ES4 is a brand new HTML Workspace that matches the capabilities of the existing (Deprecated for AEM forms) Flex Workspace, and makes it easier to integrate Workspace components with web applications.

  • Participate in task management from more devices and form factors. It allows for task management on clients without Flash Player and Adobe Reader.

  • Facilitate rendition of HTML Forms, besides PDF forms and Flex forms.

  • Extend and customize the HTML-based Workspace and reuse its components in your own web applications. As the HTML Workspace is components-based, all the components can be reused in to your web applications.

  • The capability to integrate with a third-party application can be used to bring your workflows entirely to LiveCycle Workspace. For example, you can render Correspondence Management tasks and complete a task involving CM without leaving LiveCycle Workspace.

  • Manager View allows organizational managers to access or act on tasks of their reports. Managers can also drill-down, in the organization hierarchy, to tasks of their indirect reports. Also, user avatars can be configured to show the imagesof the user and her reports.

  • Fill forms that initiate a business process.

  • Complete tasks by responding to email notifications that they receive for new tasks. Developers can include user actions in the email message as links. Users either click the action in the email message or reply with the action as the first line of the reply message.

  • Open forms that were routed to a user or to a group queue to review, approve, or provide more information.

  • When users open their task, they can add comments to it and view the comments that other reviewers added. Users can also see which action other users selected when they submitted their task.

  • Add attachments and comments to a task and restrict access.

  • Search for forms that are part of a completed business process or active processes that the user initiated or participated in.

  • Have custom searches and filters based on process variables.

  • View process categories and a list of tasks.

  • Select processes and place them in a Favorites folder for easy access.

  • Share tasks and consult with other users.

  • Track processes and look at the audit trail.

  • Initiate new processes from previously archived forms.

  • Receive a request for Workspace electronic signature by confirming the validity of the information when completing a task. All the information required to determine whether the user confirmed the validity is stored as process data.

    Single Sign-on (SSO) for Windows lets users go to Workspace without having to authenticate, and 508 compliance lets users with disabilities use Workspace through screen readers such as JAWS.

    Workspace can also be viewed using the Safari browser or integrated as a portlet within a SharePoint portal.

    In the development environment, developers can use Flash Builder to customize the Workspace web interface that end users see. This lets your organization ensure that the Workspace user interface is branded appropriately and customized to meet your business requirements.

Mobile Workspace

The LiveCycle ES4 Mobile Workspace gives your field workers the power to work in a completely offline mode. This means they can go out of the office network or even work in an area with no Internet connectivity.

For more information, see Mobile Workspace Overview.

Using the Mobile Workspace app you can:

  1. Log into the app on your device, synchronize the app and download the LiveCycle tasks assigned to you

  2. Download the form and attachments that are associated with a task

  3. Work on the task in the offline mode

    • Make updates to the form data

    • View the attachments associated with the task

    • Take photographs and associate these with the task

    • Use the Scribble feature to scribble quick note and attachment these with the task

  4. Save task updates to the server using the Save As Draft functionality

  5. Submit your completed tasks

  6. Synchronize your app to push your updates, including submitted tasks, back to the LiveCycle server.

Completion policies

You can complete an Assign Multiple Tasks operation before all the generated tasks are completed. This feature is useful when a decision can be made about a review without receiving a response from every reviewer. For example, the acceptance of a proposal requires a majority of approvals from committee members. You can complete the Assign Multiple Tasks operation immediately after more than 50% of the tasks are completed when the Approve action is selected.

Collection data and XPath functions

The information that is submitted for each task of an Assign Multiple Tasks operation is saved in a collection variable called Task Result Collection. XPath functions can be used to evaluate the results. For example, you can determine how many people selected a specific action or the percentage of people who submitted the action. These functions are useful when assessing the results of document reviews that occur in series.

Multiple user tasks

The User service provides the new Assign Multiple Tasks operation for assigning tasks to several users simultaneously. It allows process developers to construct parallel task assignments based on a list of users or a group.

The Assign Multiple Tasks operation is useful when you need several people to provide similar information. For example, at the end of each fiscal quarter, a process assigns a task to the vice president of each geographical sales group of your organization. To complete their task, each vice president attaches their quarterly sales report and then submits the task. The process retrieves each attachment from the collection of task results and sends them to the senior vice president of sales.

This operation is also useful when you require several people to review and approve the same information (document review-and-approval processes).

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