Publishing form to the repository
Form Repository Manager
A reusable component provided by the BPA Framework is the “Forms Repository Manager”. This component uses a Quickr REST API to provide a simple interface for adding, extracting, and deleting forms and form templates from a repository. The REST API allows the Forms Repository Manager to be easily configured for supporting multiple content repositories simply by changing the base URL. The backend repository could be Quickr, Filenet or even a basic file system as used in this example.
The Forms Repository Manager can also be configured to store completed forms and form templates in separate repositories. The BPA framework provides the interface for configuring portlets for displaying repository contents and the “Submit” button on forms for moving forms between repositories. In our example, the form template repository is a file system folder. The Form List portlet for the “Purchaser” role is configured to point to the BPA framework which in turn queries the template repository and displays the list of forms as shown in the screen shot below.
Benefits of publishing to an ECM System
Best practice is to move the “in process” forms to a separate repository from the templates, and the completed forms to an Enterprise Content Management (ECM) system for records management. IBM provides many options for ECM including, Websphere Content Manager (WCM), Quickr Libraries, and Filenet Content Engine. Our example does not include publishing to an ECM system, but for production systems we recommend you do. In our example, we are simply saving the forms to the file system. ECM systems provide organizations the ability to maintain an auditable transaction record with the complete history of the form. Saving the form to an ECM system is accomplished by providing a URL to the system for saving the form in the “Submit” function of the form.
Additional benefits of storing the form in an ECM system include:
Active Content - Unified, accurate and in context with critical business processes and policy management.
Business Agility - Provide the right information to the right people at the right time in the right context to enable better decisions faster.
Compliant Information Management - Automate and enforce compliance lifecycle policies with content collection and archiving, advanced classification and records management.
Content Anywhere - Manage content anywhere without requiring content migration.
Pervasive and Persuasive User Experience - Access, collaborate, and influence business decisions in new ways, surfacing content in context to support decision-making