General Help Series 5 – Form Templates,Web Forms

Forms

Forms as the name implies is a object where you can capture input and store them in livelink  . The exact methods are only going to serve as what you design your forms to be.I wrote this because a user was asking about this in the KB

Main Attributes: Forms can be made to work only by installing the “Forms Module”,which in turn will give you a Form Template sub type(230). This serves as the straw man for your data requirements.

Installation of WEB FORMS will give you HTML form capability like wise if you install PDF Forms it will give you that capability.

Forms is used extensively in delivering a awesome user experience,however the form template code is very busy and in efficient as it will add unwanted(literally thousands of lines of javascript ) so anything you can do to optimize javascript you can do that. In the course of your work you will create a Form Template,create HTML Views so that user experience can be controlled via javascript logic,thousands and thousands of examples full forms etc in the KB.

In a article where I put earlier where we all were active in communities at one pointhttps://appukili.wordpress.com/2013/08/22/important-free-developer-links/

I find that a OT moderator putting my exact lines as I replied in a post

appu_form

Little has changed although the product from Patrick Vitali called “Answer Modules” has out rightly taken of the tedium of developing in forms.

Every Which way a Form can be used“https://knowledge.opentext.com/knowledge/cs.dll?func=ll&objId=3501264&objAction=ArticleView&viewType=1”

Almost all organizations will need  data in forms to be reported so use SQL as storage.If you keep it at default it could go as version files which is not parsable by a SQL tool nor will it have header info(you won’t know which field is which). Users using the Transmittal product usually get bitten by the fact that most of the work in transmittals revolve around forms and if you don’t make it SQL storage you will never be able to report on it.Actually on my first project installing transmittals I bungled and then I looked under the covers to understand it.Even now there is no mention in any guide saying change forms to SQL storage.A recent help to a assoc

You can very greatly experience a users’ livelink workflow experience by chnaging the process to use FORMS while maintaining the business logic of the workflow

Advanced Topics in Forms/Workflows

This I put here  and only if you know Oscript is this of any useadvanced Topics in Forms workflows

 

 

Advertisements

General Help Series 4- Workflow Maps/Instances

Livelink Workflows for the impatient

Livelink comes up with a extremely powerful Workflow Engine .At the minimum if you have only installed Livelink OOB you get a decent workflow features.This involves a “business user” to design a logical map that may involve “players” or “roles”.The only criterion is the process needs to be repeatable or it can be plotted in visio or such like.Note Livelink WF came before the wf consortium came up with open standards but it will have almost everything one sees in the standard.

Some key terms-

  1. A WF Map.This is a dtree object identified by a dataid
  2. WF Manager-By default the person who created the original map.Best practices dictate that you assign a proper livelink group as the ‘Master Manager‘.Not to be confused as the livelink team’s manager or a organizational manager.In theory this manager can re-assign steps and repaint the map.One of the few places where the sysadmin profile or the ‘admin’ user won’t cut it so due diligence thinking that at some point a higher up user may be asked to assist.Please do not run maps with <Initiator /> as the Master Manager.It is quite possible these users know only to click and when something breaks nobody can intervene.You can make them do only the “See Details” which is more than enough in many cases.
  3. WF Instance- The process logic that is set in motion when a WF Map is set in motion a.k.a initiated .This is easily identifiable by a clickable link in the WF managers assignments and it will show in GREEN the step and useful info.
  4. Steps-The series of steps that can be assigned to processes and users.This is what apparently the business user can be trained to paint..there are a myriad of steps that OT puts on the palette.
  5. Role Based or Map Based-If you create a map OOB then livelink gives you a map where the forward steps can be done by business programming,like if WF attribute is green then my user is this group.If you change the map to “ROLE” based before initiation the Initiator will have to fill all the people in the workflow.People who use the Transmittals product of livelink can see this in action very clearly.
  6. Attachments Volume- By default the attachments package is permissioned Full Control to “Public Access” very bad idea as when a casual user does search he will see unwanted or secretive results..Always put a good permission bit there.If you do not give participants Add Items up to Delete in that volume you will get crude messages from livelink . Note that the Truth Table implementation is observed by livelink on any kind of Object Creation so to get around problems in workflow OT assigns default full control to PA. Just observe what OT gives and change that to a good group and add all the people in the workflow to that group.
  7. WF Attributes– Helper attributes modelled after category metadata .It allows the business user to route the map.
  8. Forms-Optional Package see NEXT post.
  9. Loop Back– Be extremely careful about this as you can create a infinite wf instance.
  10. Item Reference– You can point to existing object subtypes in livelink like folders /documents etc so in conjunction with Item Handlers you can perform “auto magic”

It is quite possible that a good business user or a livelink user can be trained over a day to understand the process flow/swim lanes.I usually design my maps on a paper.I have a cheat sheet of sorts I maintain and many of the things in this article is based on that. Always check “Verify Map Definition” to understand any problems this may have.

The Item Handler is a predictive step modeled by some placeholder logic( Design Book 3) although which it appear useful it could look frustrating as very little process automation can be done just by it.The workarounds or “auto magic”  is usually a human at a prior step.If you use it with XML WF Extensions a lot of “auto magic” can be done with it.

The “XML WF EXtensions”  is a optional module that   uses the capability of livelink objects to have a XML representation(everybody probably has heard of XML Export/XML Import)

the XML WF Ext uses XML representations of livelink objects and manipulation of those objects by a SAX(or DOM not sure I know LL has both in it ) parser. Usually people get bitten by load balancers and file system permissions.

Like wise -XML Work Flow Interchange.Can send /call Web Services of other systems.

ESign – A specialized workflow that can do electronic signatures prevalent in 21 CFR11 operations.

Perfectly suited for livelink organizations who will not invest in Oscript coding /scared by OT sales/marketing in not writing Oscript understanding of this remarkable product.It was very expensive when I started livelink programming so it is a personal bias as well since I like to look at the map and many times I can get a 1-1 representation to the process.

OT Workflow Design 1 and Design 2 is a must read if you are doing anything with workflows.it also has decent interface methods for web services  as well

General Help Series 3-Privileges (Am I allowed something)

Privileges

Privileges apply to you as the “user” versus permissions are what the Object allows a “user” to do.There are differences.For e.g for installing something in windows you need to be part of the “administrators” group similarly to install something you need to be in the “system administrators” group. A “administrator group user” has almost very high privileges to do things in a OS similarly they have a high degree of authority in livelink as well.So when a user is created we set at the minimum these privileges Login Enabled and Public Access So when a objects is accessed at run time livelink’s algorithm is does user have login,does user have PA and does Object have PA and what like S,or SC so it is a given that the user will be able to click the link. In very simple terms use PA effectively to address contents that is useful for the whole environment almost like using livelink as a glorified web server.

Now other things are self explanatory has User Creation,System administration and others leading to making Group Leaders etc.In short if you spend some time understanding the architecture you will be amazed and the simple but very effective thought being given into its devlopment.

The Add New Item Truth Table

The livelink system is replete with several subtypes some  of the are very useful and harmless like folders,documents etc so nobody changes anything from default. However you would be very concerned if somebody go unauthorized access to Live Reports,workflows,form templates etc,so what I do is I will look at the personal workspace of a default user and see all the “New Items” being shown there.Then I evaluate what should a untrained user be allowed to create in my system.For all the complicated ones I will create a manual group called “r-Form Template Creators” and add ‘Admin’ to that.Now if I have trust to give a group or a user I would expand my group.So when these new person goes and he has permissions to “Add Items,Reserve , Delete” this user will see “Form Template” there. However h(s)e moves to another folder where he has only “S,SC” he does not see it there.Note different object subtypes do different things.I am not keen to explain everything like Tasks,Discussions,Projects ec they are for you to explore and set right.Before releasing a system to production give a simple user access and do some Gorilla Testing  that will help you more than the amount of money spent on stress testing.Obviously you should have at laest oe or two good front ends and a good beefy admin server to do your search stuff.

General Help Series 2-Permissions (Would the Object allow me to do this)

Permissions 

At the outset a Livelink system represents some vestiges of a File System like Unix or Dos.People having worked in that is probably familiar with the term U G O which stood for User,Group,Others.This is what you see in the std permission bit of an object on its ACL. Every object has one ,many times you set the container object right and let the inheritance trickle in.In many places if you set it right you can forget it.But if you install livelink Out of the Box and has no training or nobody to watch it over you are probably going to end up in rogue territory.This is because the user ‘Admin’ and ‘Default Group’ has very high permission bits set.Out of which the owner is a role,so if you start a folder where Admin did not willfully do the permissions set normalization and if you gave ‘Appu’ creation privileges  for folder when ‘Appu’ creates objects he becomes owner who is very powerful and so on.Now this could be argued as not a big problem until it runs amok.So what a good permission model is Owner See,See Contents or Nothing,Group See,SC or Nothing and PA,S,SC or nothing.Now you will create administrative groups something simlilar to these discussions and you will be fine.

Always rely on proper groups that you can create and maintain in a directory service (AD is very common) and have those groups synchronized in.It is quite possible that HR systems release feeds into Directory services hence when users leave your organization they will go as well.There will be no permission problems because the real administrative group has overriding permissions that the owner based approach.Simple try it and  you will be happy and 50 % of your help desk tickets will come down.

This is what one hears in OpenText engagements as “Community Modelling” well my next part will cover object truth tables as well.

Permissions bit use BitWise logic in FileSystems as well as livelink does recently a programmer told me he finds the awesome bitwise logic un understandable.I just thought wow where is the programming world heading into 🙂

There is nothing wrong in owner having high permissions so long as the administration is willing to support it and understand it.

Security Clearance and Supplemental Markings are OT’s way of securing against inheritance rules in big hush hush organizations.