OnBase Guide - Unity Form - Sharing

a for Public Use

Goal: Share a Unity Form such that department, campus and internet users can access and fill out the form

Complexity Level: Departmental Administrative Users, Advanced Functional End Users

4/11/2017

Table of Contents Background ............................................................................................................... 3

In the OnBase Unity Client ........................................................................................ 3

In the OnBase Configuration Client ........................................................................... 7

Testing ....................................................................................................................... 9

Unity Form Integrations: Pre-filling keywords from the PeopleSoft portal ................ 10

Adding an Auto-fill to your Unity Form ..................................................................... 20

Background Unity forms can be accessed and utilized from within the OnBase Unity client, but

they can also be “shared” such that users outside of OnBase can fill them out as

well. Below are the steps to setup that external use case.

In the OnBase Unity Client 1. Log into the Unity client with an account that has the “Functional - E-

Forms/Unity Forms” group permission tied to it so that you can access the “Unity Forms Designer” If you do not see the “Unity Forms Designer” menu option, please contact one of the OnBase Certified Department Administrators to grant that access. Click “File,” go to the “Administration” menu option, and then select “Unity Forms Designer.”

2. Create the Unity form on the appropriate doctype. NOTE: this guide does not cover creating Unity Forms. Please refer to the Unity Client MRG and various OnBase Unity Form Training videos. Unity Forms: Introduction (34 mins)

3. Once the form is competed, tested and ready for public use, click on the “Share Form” button.

4. A new dialog will appear with a number of fields to complete.

5. Server Field:

PRD: dm-unityform.prod.cu.edu/UnityForms

STG: dm-stgunityform.qa.cu.edu/UnityForms

TST: dm-tstunityform.qa.cu.edu/UnityForms

DEV: dm-devunityform.dev.cu.edu/UnityForms

6. DataSource field: does not need to be filled out as the Web server will handle this element.

7. Click on the “Use Fixed Credentials” box and type in these credentials: User name: S_UNITYFORMS Password: ABCRT12394HHTS This account will have only the most basic privileges in OnBase and will on exist in a special group called “UnityForms Group - X – X” that will have the permissions and doctypes tied to it. If you chose to use other credentials for your Unity Forms please make sure that the use has access to the doctype that the unity form lives on.

8. Target URL: https://www.cusys.edu/EP/EPPRODSHARED/Singularity/thankyou.html

9. Embed: is not necessary in most cases

10. This is what the filled out “Share Form” should look like:

11. At the bottom of the form is a small “Copy” button (indicated by the arrow above) where you can save off the URL for this form. Please keep these URLs in a place you can keep track of, as they are not stored in OnBase in any way.

In the OnBase Configuration Client If you are using the above credentials, please make sure that the doctype you wish to share is applied to the “UnityForms Group - X - X” group.

1. Log into the OnBase Configuration Client.

2. Select “Users -> User Groups/Rights”

3. Find the “UnityForms Group - X – X” group and select “Document Types”

4. Add the appropriate doctype to the group

Testing You will want to test this Unity Form to make sure it can be processed correctly. NOTE: Only the Production Unity Forms URI can be accessed off campus. All of the Unity Forms URIs can be accessed on campus.

Unity Form Integrations: Pre-filling keywords from the PeopleSoft portal Once you have created the Unity Form, you can now create the “Integrations” for the form that will allow the keywords to be filled in by the PeopleSoft portal or any other Identity management system that can authenticate users and process JavaScript code. Please keep in mind that you will need to create the integration BEFORE you create the share URL, as the integration will add additional fields that need to be populated on the Share URL screen. Additionally, at this time, you will only be able to pull in the following fields for pre-population:

a. Employee ID or Student ID To automatically pull name and DOB data, you will want to add an auto-fill to the form. We strongly recommend using the following naming convention on the form fields so that the portal teams will have consistent coding to implement. You can change the form field names without modifying anything else of the form.

EmployeeID_pre StudentID_pre

You will also need to mark those fields as read-only. Please keep in mind that each portal link will have to be hand crafted/coded by the portal team so it is important to get this correct up front. Additionally, you will need to build the integration in all environments (DEV, TST, STG, and PRD) for the portal team.

1. Create the Unity form on the doctype.

2. Click the “Integrations” button in the “Sharing” section on the ribbon.

3. In the new window that appears, click the plus button.

4. Click the pencil icon next to the new “Untitled Integration”. This will allow you to

rename it as needed.

5. Search for the Unity Form Template you want to apply the integration to by using

the box on the right. Select the Unity Form template you want, and add it by

clicking the indicated down arrow.

6. Next to your Integrated Template, click the “Configure Fields” button.

7. Select the fields you wish to pre-populate in the left-hand column, and add them

by clicking the indicated right arrow.

8. Click OK on the Form Fields dialog, then Click Save.

9. Open the Integrations window again as you did to start the process.

10. Click the “Copy Token” button to copy the token. Paste the token in another

place, as you will need to give it to the portal team.

11. Click Save.

12. Click the “Share Form” button.

A share form dialog will appear and include a new “Integration” field.

13. Fill out the form as described before but now also check the “Use Integration”

box and select the integration you just built from the drop-down menu.

14. Provide the information below to your campus portal team by emailing portalhelp@cu.edu. You can use the following example as a template.

Requesting Campus CUBLD

Requesting Office UCB Bursar

Form Name in Portal & Description

Change of Record Adjustment Request/Detail account adjustments to a student bill due to retroactive enrollment change.

Share URL (DEV, TST, STG, PRD)

DEV o https://dm-

devunityform.dev.cu.edu/UnityForms/UnityForm.aspx?d1=AUycsuCoekNPI3hyIzByKCXP3IrfCntCuQwfvdXr%2fulBf2yyzrpbVlKbRVKHBJHNrbe%2fiaBUSeKmsdwvN03TIRtcnQ%2fz0LgKwh5IlPDHj8UZlDJVbgucEulQeOoqw0i9VxxHJBSKzhklRwGJNx4jihKYu30Puok10tuoBnOXyTNSijBAdfaeBnvM3VvWM4RfNKV6JpF47K2vXLeHH5BYrLdUPT9vhY5RpXoCdhOAIyCSd7itPWfgQ8%2fhXSLEclGegw%3d%3d

TST o https://dm-

tstunityform.qa.cu.edu/UnityForms/UnityForm.aspx?d1=AYQkCGGJL%2fsmR30cYKwwrZtD1Mp94CArAqU4Ds7ihrAuHIlXuMoyVRqIsSbtzodU77dHzMaDE3iUXsiVSkXqKklzMfgsFNER6en62of2ylOkWPOYnwS6HecL8Ulh7yE9nD6LciiOA%2brzhCesxRNcK8sAEO7atpiF%2bQGyLbQ6gkHRx5g8vGyXVuZKhkRGhEZYuCTkC%2fkID%2bXE5dLaxaaxCfg%2bshyqGbca4KVCmLIyWpIXiFyK2yjLjXIk8bD2oRwcmw%3d%3d

STG o https://dm-

stgunityform.qa.cu.edu/UnityForms/UnityForm.aspx?d1=AdlWtItBwwtys%2b7HCXxjJid2QvmXT8I7kIUEWly3wpCbgXM27jHd7bx05yKxmy1W30PXp1vi%2f6DsVD54REylY0ikm8tdpHxAYp%2bd3nqpoERgssitrqZJGGR1L2f9TDsPmzdlCAU78eF%2fWzEGSrc6HrWxQZfQ4tm6t9DIM39ohJsxkSxJjwsLFbJI%2bl%2fX8UhUmffJ5yYBAQY2U3j0qao1exzTiAz1xqVPKQdew1UL8aCd6lWfMd88DApvfewSaXEjnQ%3d%3d

PRD o https://dm-

unityform.prod.cu.edu/UnityForms/UnityForm.aspx?d1=AQwgIfeqAFGaNYzxU%2bOdRFYyExfBm4cYS8mneficlSHNJFihFP6bMgp4yUjFzk1fB3k73gnB9rTIyEWA1WQoCiDV1IP9nScabC0dKb0ZP%2bYk%2bJJf2bqFJJE4BtmUNeuWGVG10IXaczp6ELegauSogndDL4%2bpmmnXHrmB6lIRQcJAOzYBb3rxGbmtFP%2f2jv1tveMVfLmbTME7kvX9l0hpzIxtL7Dubpz15Rs1IIfS40M6xGbLoExuk4lALxKgGQ5tfQ%3d%3d

Token (DEV, TST, STG, PRD)

DEV o pfGd]q*Ejycwsez8qtgszc{sf+237huxbM?jZ7zJzbujs

TST o pfGd]q*Ejycwsez8qtgszc{sf+237huxbM?jZ7zJzbujs

STG o pfGd]q*Ejycwsez8qtgszc{sf+237huxbM?jZ7zJzbujs

PRD o pfGd]q*Ejycwsez8qtgszc{sf+237huxbM?jZ7zJzbujs

Form Fields StudentID_pre

Portal Type myCUinfo

Location in the Portal Student Tab

Intended Audience (Students or Staff)

Students

Adding an Auto-fill to your Unity Form Adding an auto-fill to your form is fairly simple. First, select the triggering field (either Student ID or Employee ID). Under the “Field” section in the field’s properties, click the Edit button next to the “Autofill” box.

Select the appropriate Autofill from the dropdown menu.

Leave the “Create Autofill record on create” box unchecked.

Click Finish.