Screens

Screens provide user interfaces without starting a new process and are used to build report designs or dashboards.

You can configure the following properties for each screen:

Name
Name of the screen. This field is used to identify the screen.

Data Root
The root data element is to be used from data model. Different screens may share the same root element if needed.

Display Order
A number value is used for ordering within other screens. Higher values put the screen to last.

Is Dashboard?
Check this field to show this screen as a dashboard. Dashboards are automatically shown in folder views.

Is Administrative?
Check this field to show this screen to only process administrators. Administrative rights are set with editing process access control lists with Write or All permission.

Is Anonymously Accessible?
Check this option to allow anonymous (non-logged in) users. This option also requires anonymous access permission on domain preferences. 

Form Sections

Form sections are used to control the default states of screen contents.

The section name list is generated from "Section Name" properties in content type controls.

Screen design is very similar to a form design, so click on here for further information.

You can learn how to design a report using dashboard by watching this video:

Take a look at how to design a report using the dashboard.

1. Click respectively HR, Processes and Edit,
2. Click Data Model,
3. Define filter and result values for reports, then close Data Model.
4. Click the screen, enter a name for the report that you want to generate and select your data root.
5. Put a tick on the “is dashboard” checkbox,
6. Enter report,
7. Design your form and add XML database query content,
8. Enter report,
9. Set target and item XPaths for the XML database query,
10. Add XQuery into the XML database query content which you just created,
11. Map your filter XPath with XML database query content parameters. So you can filter results,
12. Select process repository, so the XQuery can access the process repository data,
13. Finally, you can list your reports,
14. It is as simple as that!