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Request Detail

Detail Style

Example




By Requester:



Date of change

Date in MM/DD/YYYY format

11/01/2010

Description of the port change

Descriptive blurb

Allow all workstations of the Application Development group access to the Oracle database port

Ingress/egress characteristic

Descriptive blurb

Incoming on port 1521

Source Specification

Descriptive blurb

wk1.ucdavis.edu, wk2.ucdavis.edu, wk3.ucdavis.edu

Destination Specification

Descriptive blurb

dbhost.ucdavis.edu

The term of the change (indefinite or otherwise)

One-liner

Indefinite

Project(s) related to the requested rule(s) change

Descriptive blurb

Kuali Rice Implementation

Urgent?

Pick either YES or NO

NO




By Desktop Services:



Modification in Effect?

Pick either YES or NO

NO




By Firewall Policy Group:



Reason for Disapproval

Descriptive Explanation

This request did not reflect urgency becasue because of Reason A, Reason B, and Reason C. Please resubmit request.




By Workflow Engine:



Revert Firewall Modification

Checkbox

Autofilled by workflow if an URGENT request is disapproved.

...

Based on the request details required by our process above (way above), we now build the form for the users to enter those details into. Building eDocLite forms requires us to address three pieces to the puzzle:

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Let's use the following naming conventions:

<process name>.eDoc.Form.xml

Form XML File

<process name>.eDoc.Form

Form Definition

<process name>.eDoc.Style

Style Definition



  1. The eDocLite Form Skeleton
    The Form Skeleton is the structure of the entire eDocLite form minus the Form Definition and Form Stylesheet. We separate this out so that you can use it as a base template for all of your eDocLite forms. This particular skeleton follows the scheme of the out-of-the-box Kuali Rice forms. The scheme uses the same look and feel and makes calls to the eDocLite widgets on the Kuali Rice server.
    Code Block
    titleRFC-EDLFormRequestFirewallChange.eDoc.Form.xml
    <?xml version="1.0" encoding="UTF-8"?>
    <data xmlns="ns:workflow" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="ns:workflow resource:WorkflowData">
    <edoclite xmlns="ns:workflow/EDocLite" xsi:schemaLocation="ns:workflow/EDocLite resource:EDocLite">
      
    	<edl name="RequestFirewallChange.eDoc.RequestFirewallChange.Form" title="Request Firewall Change">
    		<security />
    		<createInstructions>** Fields with an asterisk are required.</createInstructions>
    		<instructions>** Fields with an asterisk are required.</instructions>
    		<validations />
    		<attributes />
    	        ...
    	        ...
    	</edl>
    
    	<style name="RequestFirewallChange.eDoc.RequestFirewallChange.Style">
    	<xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" xmlns:my-class="xalan://edu.iu.uis.eden.edl.WorkflowFunctions" version="1.0">
    		<xsl:include href="widgets" />
    		<xsl:output indent="yes" method="html" omit-xml-declaration="yes" version="4.01" />
    		<xsl:variable name="actionable" select="/documentContent/documentState/actionable" />
    		<xsl:variable name="docHeaderId" select="/documentContent/documentState/docId" />
    		<xsl:variable name="editable" select="/documentContent/documentState/editable" />
    		<xsl:variable name="globalReadOnly" select="/documentContent/documentState/editable != 'true'" />
    		<xsl:variable name="docStatus" select="//documentState/workflowDocumentState/status" />
    		<xsl:variable name="isAtNodeInitiated" select="my-class:isAtNode($docHeaderId, 'Initiated')" />
    		<xsl:variable name="isPastInitiated" select="my-class:isNodeInPreviousNodeList('Initiated', $docHeaderId)" />
    		<xsl:variable name="isUserInitiator" select="my-class:isUserInitiator($docHeaderId)" />
    		<xsl:param name="overrideMain" select="'true'" />
            
    		<xsl:template name="mainForm">
    			<html xmlns="">
    			  <head>
    			  <script language="javascript" />
    			  <xsl:call-template name="htmlHead" />
    			  </head>
      			<body onload="onPageLoad()">
    			  <xsl:call-template name="errors" />
    			  <xsl:call-template name="header" />
    			  <xsl:call-template name="instructions" />
    		  	  <xsl:variable name="formTarget" select="'EDocLite'" />
    		          <form action="{$formTarget}" enctype="multipart/form-data" id="edoclite" method="post" onsubmit="return validateOnSubmit(this)">
    		  	    <xsl:call-template name="hidden-params" />
    		  	    <xsl:call-template name="mainBody" />
    		  	    <xsl:call-template name="notes" />
    		  	    <br />
    		  	    <xsl:call-template name="buttons" />
    		  	    <br />
    		  	  </form>
                              <xsl:call-template name="footer" />
        		  	</body>
        		       </html>
    		</xsl:template>
    
    		<xsl:template name="mainBody">
    			...
    			...
     		</xsl:template>
    
      		<xsl:template name="nbsp">
    			<xsl:text disable-output-escaping="yes">&amp;nbsp;</xsl:text>
    		</xsl:template>
    	</xsl:stylesheet>
    	</style>
    
    	<association>
    		<docType>eDoc.RequestFirewallChange</docType>
    		<definition>eDoc.RequestFirewallChange.Form</definition>
    		<style>eDoc.RequestFirewallChange.Style</style>
        		<active>true</active>
      	</association>
    
    </edoclite>
    </data>
    

  2. Form Definition
    The Form Definition defines the data entry fields on the form. Our definitions define field display characteristics and field validations. Place your form definition between the <edl> and </edl> tags in the Form Skeleton.
    Code Block
    titleRFC-EDLFormRequestFirewallChange.eDoc.Form.xml
        <fieldDef name="dateOfChange" title="Date and Time for Change">
          <display>
            <type>text</type>
          </display>
          <validation required="true">
            <regex>^[0-1]?[0-9](/|-)[0-3]?[0-9](/|-)[1-2][0-9][0-9][0-9]$</regex>
            <message>Enter a valid date in the format mm/dd/yyyy.</message>
          </validation>
        </fieldDef>
    
        <fieldDef name="descriptionOfChange" title="Description of the Port Change">
          <display>
            <type>textarea</type>
            <meta>
              <name>rows</name>
              <value>5</value>
            </meta>
            <meta>
              <name>cols</name>
              <value>60</value>
            </meta>
            <meta>
              <name>wrap</name>
              <value>hard</value>
            </meta>
          </display>
          <validation required="true">
            <message>Enter a description of the port change.</message>
          </validation>
        </fieldDef>
    
        <fieldDef name="ingressEgressCharacteristic" title="Ingress/Egress Characteristic">
          <display>
            <type>textarea</type>
            <meta>
              <name>rows</name>
              <value>5</value>
            </meta>
            <meta>
              <name>cols</name>
              <value>60</value>
            </meta>
            <meta>
              <name>wrap</name>
              <value>hard</value>
            </meta>
          </display>
          <validation required="true">
            <message>Enter the ingress/egress characteristic.</message>
          </validation>
        </fieldDef>
    
        <fieldDef name="destinationSourceSpecification" title="Destination/Source Specification">
          <display>
            <type>textarea</type>
            <meta>
              <name>rows</name>
              <value>5</value>
            </meta>
            <meta>
              <name>cols</name>
              <value>60</value>
            </meta>
            <meta>
              <name>wrap</name>
              <value>hard</value>
            </meta>
          </display>
          <validation required="true">
            <message>Enter the destination/source specification.</message>
          </validation>
        </fieldDef>
    
        <fieldDef name="termOfRuleChange" title="Term of Rule Change (indefinite or otherwise)">
          <display>
            <type>text</type>
            <meta>
              <name>size</name>
              <value>50</value>
            </meta>
          </display>
          <validation required="true">
            <message>Enter term of the rule change.</message>
          </validation>
        </fieldDef>
    
        <fieldDef name="relatedProject" title="Project Related to Requested Rule(s) Change">
          <display>
            <type>text</type>
            <meta>
              <name>size</name>
              <value>50</value>
            </meta>
          </display>
          <validation required="true">
            <message>Enter a related project to the requested rule change.</message>
          </validation>
        </fieldDef>
    

  3. Form Stylesheet
    The Form Stylesheet defines the layout of the form and renders the fields from our Form Definition onto the form. Our layout is an HTML table with a row for each field. In this case, we are customizing the mainBody piece of the stylesheet. In general, place your form stylesheet between the <style> and </style> tags in the Form Skeleton.
    Code Block
    titleRFC-EDLFormRequestFirewallChange.eDoc.Form.xml
      <xsl:template name="mainBody">
        <table xmlns="" align="center" border="0" cellpadding="0" cellspacing="0" class="bord-r-t" width="80%">
          <tr>
            <td align="left" border="3" class="thnormal" colspan="1">
              <br />
              <h3>
                University of California, Davis
                <br />
                eDoclite Tutorial
    	  </h3>
              <br />
            </td>
            <td align="center" border="3" class="thnormal" colspan="2">
              <br />
              <h2>Request Firewall Change Form</h2>
            </td>
          </tr>
          <tr>
            <td class="headercell5" colspan="100%">
            <b>Request Details</b>
            </td>
          </tr>
          <tr>
            <td class="thnormal">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'dateOfChange'" />
                <xsl:with-param name="renderCmd" select="'title'" />
              </xsl:call-template>
              <font color="#ff0000">*</font>
            </td>
            <td class="datacell">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'dateOfChange'" />
                <xsl:with-param name="renderCmd" select="'input'" />
                <xsl:with-param name="readOnly" select="$isPastInitiated" />
              </xsl:call-template>
            </td>
          </tr>
          <tr>
            <td class="thnormal">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'descriptionOfChange'" />
                <xsl:with-param name="renderCmd" select="'title'" />
              </xsl:call-template>
              <font color="#ff0000">*</font>
            </td>
            <td class="datacell">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'descriptionOfChange'" />
                <xsl:with-param name="renderCmd" select="'input'" />
                <xsl:with-param name="readOnly" select="$isPastInitiated" />
              </xsl:call-template>
            </td>
          </tr>
          <tr>
            <td class="thnormal">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'ingressEgressCharacteristic'" />
                <xsl:with-param name="renderCmd" select="'title'" />
              </xsl:call-template>
              <font color="#ff0000">*</font>
            </td>
            <td class="datacell">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'ingressEgressCharacteristic'" />
                <xsl:with-param name="renderCmd" select="'input'" />
                <xsl:with-param name="readOnly" select="$isPastInitiated" />
              </xsl:call-template>
            </td>
          </tr>
          <tr>
            <td class="thnormal">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'destinationSourceSpecification'" />
                <xsl:with-param name="renderCmd" select="'title'" />
              </xsl:call-template>
              <font color="#ff0000">*</font>
            </td>
            <td class="datacell">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'destinationSourceSpecification'" />
                <xsl:with-param name="renderCmd" select="'input'" />
                <xsl:with-param name="readOnly" select="$isPastInitiated" />
    
              </xsl:call-template>
            </td>
          </tr>
          <tr>
            <td class="thnormal">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'termOfRuleChange'" />
                <xsl:with-param name="renderCmd" select="'title'" />
              </xsl:call-template>
              <font color="#ff0000">*</font>
            </td>
            <td class="datacell">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'termOfRuleChange'" />
                <xsl:with-param name="renderCmd" select="'input'" />
                <xsl:with-param name="readOnly" select="$isPastInitiated" />
              </xsl:call-template>
            </td>
          </tr>
          <tr>
            <td class="thnormal">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'relatedProject'" />
                <xsl:with-param name="renderCmd" select="'title'" />
              </xsl:call-template>
              <font color="#ff0000">*</font>
            </td>
            <td class="datacell">
              <xsl:call-template name="widget_render">
                <xsl:with-param name="fieldName" select="'relatedProject'" />
                <xsl:with-param name="renderCmd" select="'input'" />
                <xsl:with-param name="readOnly" select="$isPastInitiated" />
              </xsl:call-template>
            </td>
          </tr>
        </table>
        <br xmlns="" />
    <xsl:template>
    

Create the Rule

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Templates

Here we create the several Rule Template that is invoked by the Templates that are applied to each route node eDoc.RequestFirewallChange.Node1 and by a routing rule that we will create next. This particular rule template simply defines its name and description. Let's use <process name>.eDoc.<rule template name>.RuleTemplate to name our rule templates and <process name>.eDoc.RuleTemplates to name the associated XML file defining our collection of rule templates.

Code Block
titleRFC-RuleTemplateRequestFirewallChange.eDoc.RuleTemplates.xml
<?xml version="1.0" encoding="UTF-8"?>
<data xmlns="ns:workflow" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="ns:workflow resource:WorkflowData">
<ruleTemplates xmlns="ns:workflow/RuleTemplate" xsi:schemaLocation="ns:workflow/RuleTemplate resource:RuleTemplate">
	<ruleTemplate>
      		<name>eDoc<name>RequestFirewallChange.eDoc.RequestFirewallChangeReviewCurrentConfiguration.Node1<RuleTemplate</name>
      		<description>ReviewCurrentConfiguration RuleTemplate</description>
	</ruleTemplate>
	<description>eDocLite RequestFirewallChange Routing<<ruleTemplate>
      		<name>RequestFirewallChange.eDoc.FulfillUrgentRequest.RuleTemplate</name>
      		<description>FulfillUrgentRequest RuleTemplate</description>
	</ruleTemplate>
	<ruleTemplate>
      		<name>RequestFirewallChange.eDoc.ReviewUrgentRequest.RuleTemplate</name>
      		<description>ReviewUrgentRequest RuleTemplate</description>
	</ruleTemplate>
	<ruleTemplate>
      		<name>RequestFirewallChange.eDoc.ReviewRequest.RuleTemplate</name>
      		<description>ReviewRequest RuleTemplate</description>
	</ruleTemplate>
	<ruleTemplate>
      		<name>RequestFirewallChange.eDoc.FulfillRequest.RuleTemplate</name>
      		<description>FulfillRequest RuleTemplate</description>
	</ruleTemplate>
	<ruleTemplate>
      		<name>RequestFirewallChange.eDoc.AcknowledgeConfiguration.RuleTemplate</name>
      		<description>AcknowledgeConfiguration RuleTemplate</description>
	</ruleTemplate>
</ruleTemplates>
</data>

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