Using E-forms in a Business Process
This section provides an overview of the basic workflow for using e-forms with a business process; for specific information and procedures, see:
webMethods Service Development Help webMethods BPM Process Development Help webMethods BPM Task Development Help webMethods CAF and OpenUI Development Help webMethods Task Engine User’s Guide 
To use e-forms in a business process, you follow these general procedures:
1. Create a business process.
2. Create an IS document type from an e-form template with the Create New Document Type wizard.
Note: The generated e-form document type is a fully compliant IS document type and can be used in the same ways as any other IS document type.
3. Drag the resulting IS document type onto the business process canvas to create a receive step, or drop it onto an existing receive step.
4. Specify the receive step e-form repository location.
5. If you want to integrate the e-form data with a task in the process, create a task step in one of the following ways (a process can contain multiple e-form enabled tasks):
Use the
CAF > Generate Task menu option from the e-form document type, then:
i. Configure the task as required (assignment, events, etc.)
ii. Use the Task UI Update wizard to add the e-form fields and upload/download buttons to the task interface.
Select an existing task, or implement an existing step in the process as a task, and then:
i. Add the e-form IS document type as business data if not yet included.
ii. Configure the task as required (assignment, events, etc.)
iii. Use the Task UI Update wizard to add the e-form fields and upload/download buttons to the task interface.
6. Build and upload the process project.
7. Deliver an e-form instance to the repository instance folder (sourced from the correct e-form template).
The Process Engine monitors the specified instance folder in the repository; when a new instance of the e-form appears in the folder, the Process Engine automatically converts the e-form instance to an IS document based on the previously defined e-form template-to-IS document type relationship.
The receive step handles the e-form based IS document just as it would any other IS document, and the e-form data is added to the process pipeline.
If there is a task step in the process, when it is reached, a new task is queued and appears in the appropriate My webMethods inboxes, with e-form fields and e-form instance values in the Data view.
In My webMethods, the assigned task user can:
Work with e-form data in the task.
Download the e-form from the task for offline access (in actual e-form format).
Upload the modified e-form back into the task.