DocsInteract user interface
When you first log onto the Interact user interface a list of all of the Interact forms that you have been given permission to access displays.
These can be grouped via the categories that were defined in the Users, Roles, and Registration section of Hub by selecting a category from the search bar at the top.
Similarly, if you know the name of the form you can start typing the name of a form in the search field to locate it.
Finally, you can sort the order that the forms are displayed in by selecting a display order using the Order By field:
- Most Frequently Used
- A to Z
- Z to A
- Latest
Submit a form
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To submit the business process behind the Interact form, click on the required form.
Details of the form are displayed below.
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Click Select to display the form.
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Complete the form and if there is more than one page, click Next to display the next page. Otherwise click Submit.
- You cannot move to another Page on any Form if there is a mandatory field on the current Page that hasn’t been completed.
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Once all pages of the form are complete click Submit.
Once the Form has been submitted you are returned to the main Interact screen.
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Select the Submissions tab to see all submitted forms.
If a field was Identified using the Make Key Field command when the Form was created, this would appear in the Key Value column. The submitted request will appear in the History section of the Submissions tab.
If the submitted request needs approving before submission, it will be added to the Awaiting Approval tab and the approver will be notified.
Once the approval has been actioned the form will be added to the History section showing the result.
Approve a form
When forms are submitted for your approval, a flag displays in the Approvals section.
- To view the forms that have require your approval, click Approvals.
- From the approvals menu for each form, select to view the form or select a response:
- Approve – Approving the request allows the request to be submitted to the queue or email as detailed when the form was created.
Decline – The request cannot be submitted to a queue or email.
Save as draft
If a user only has some of the information required to complete a form, they can complete the fields they have the information for and then select Save As Draft to preserve the partially completed Form. The information is stored under the Submissions tab in the Drafts section.
Once the user has the missing information the user can complete the form and then submit the request for processing. The user can, at a later date, open the draft, complete the submission, and submit, or delete the draft if it is no longer required.
Updating submissions
The updating of submissions, with information being fed back from Blue Prism, is a dynamic process. You can look at the form as the process is running in Blue Prism and as the information is updated by the process the form is automatically updated. The whole mechanism of updating submissions and setting submissions to a different state, i.e. moving to the Inbox, is detailed in the Interact API User Guide.
