Kaleo Forms Display

The Kaleo Forms Display portlet makes use of the workflow processes that you create in the Kaleo Forms Admin portlet. Add the Kaleo Forms Display portlet to a page if you haven’t done so yet. Any forms available for processing through the workflow can be initiated through the Submit New button, as the below image indicates.

Figure 13.14: The Kaleo Forms Display portlet.

Figure 13.14: The Kaleo Forms Display portlet.

To initiate a process in the workflow, click Submit NewLunar Resort News Content. The portlet now displays the form you assigned to the first task in your workflow. Fill out the form and click Save.

Figure 13.15: Submitting a new process.

Figure 13.15: Submitting a new process.

The workflow now automatically guides the form on to the next step. For example, if you submit a new process using the Single Approver process created in the section above, it is assigned automatically to the Portal Content Reviewer role. If you are a Portal Content Reviewer, the task then appears in the Assigned to My Roles section of the Kaleo Forms Display portlet, and you receive a notification in your Dockbar. You can then assign it to yourself using the portlet and complete the task.

Figure 13.16: The workflow automatically assigns the task to a specific role.

Figure 13.16: The workflow automatically assigns the task to a specific role.

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