Form modeling process

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1. Introduction

Our Platform leverages the capabilities of Form IO, an open framework for creating UI forms, enhanced by our unique components to ensure a seamless process of form creation and management. This document provides an overview of the form modeling process within the Regulations administrator portal, with detailed descriptions of the modeling aspects.

UI forms designed for registration business processes simplify data input, viewing, signing, and searching. These forms integrate both with the Data Factory API and individual business processes. To interact with the Business process management service (BPMS), forms are linked to user tasks via a Form key. Depending on the task type, the administrative portal offers a range of built-in templates for UI forms (for more details, see Business process extensions (Element templates)).

You can access the Regulations administrator portal through Quick links section in the Control Plane administrative panel.

To do this:

  1. Open the Control Plane admin console > Registries > select the desired registry > Quick links.

  2. Locate the Registry administrative zone > Web Interface for regulations modeling (Admin Portal).

form modeling 001

2. Steps of UI forms modeling

The UI form modeling process is demonstrated using the construction of the most commonly used Text Field component, which allows modeling text fields for data input and viewing within business processes.

You can view a complete list of components for modeling UI forms in the UI form modeling components section.

2.1. Creating the simplest data input UI form for a business process

  1. Open the Regulations administrator portal.

    admin portal form modeling step 1

  2. Create a new candidate version by clicking on the name of the Regulations administrator portal and selecting Create a new request. Creating a new request means creating a new git branch within the regulations. We recommend working in isolated versions of changes.

    Learn more about regulation versions at Creating merge requests.

    Alternatively, you may choose to make changes to UI forms directly in the master version at your discretion. This can be useful, for example, when quick changes are needed, and so on.

  3. Go to the UI Forms section. You will see a list of modeled forms used in business processes.

    ui forms 1

  4. Create a new form by clicking the Create new form button.

    admin portal form modeling step 4

  5. On the General tab, fill in the following fields:

    • In the Form’s business name field, enter the value Create a new directory record.

    • In the Form’s service name field, enter the update-dict-bp-add-name value.

      The Form’s service name must be unique within the registry instance. Permissible characters include Latin letters, digits, "-", with "-" not allowed at the beginning or end of the technical name.

      admin portal form modeling step 5

  6. Open the Builder tab and proceed to model the UI form components.

    components panel

    Use components from the Updated list.
  7. Drag the Text Field component to the modeling panel.

    admin portal form modeling step 6

  8. In the new window, configure the component settings as needed:

    • Go to the Display tab. In the Label field, enter the Name of the chemical factor value.

      admin portal form modelling step 7

    • Switch to the Validation tab.

      • Check the box for the Required parameter.

      • Fill in the Maximum Length field with a value of 250.

        admin portal form modelling step 8

    • Open the API tab. In the Property Name field, enter name.

      admin portal form modelling step 9

    • Click Save to save the changes to the component settings.

  9. Add the next Text Field component following a similar process. Drag it from the left panel and configure the following settings:

    • On the Display tab, find the Label field and enter Basis for adding the factor.

      admin portal form modelling step 10

    • Switch to the API tab and enter notes in the Property Name field.

      admin portal form modelling step 11

    • Click Save to save the changes to the component settings.

  10. Complete the creation of the UI form by clicking the Create form button in the upper right corner of the page.

    admin portal form modeling step 12

  11. After modeling the form, you will be automatically redirected to the list of modeled forms, where you will see a message confirming its successful creation.

    admin portal form modelling step 13

2.2. Creating UI form for signing data with qualified electronic signatures (QES)

We strongly recommend that:

When creating UI forms for signing data with qualified electronic signatures (QES), it is highly recommended to set them up so that users can view the data but not make any changes to it. To do this, activate the Disabled option (Disable the form input) under the Display tab for each component involved in the modeling process.

  1. Create a new form by clicking the Create new form button.

    admin portal form modeling step 4

  2. On the General tab, fill in the following fields:

    • In the Form’s business name field, enter the value Signing a new directory record of chemical factors.

    • In the Form’s service name field, enter the value update-dict-bp-sign-add-name.

      Form’s service name must be unique within the registry instance. Permissible characters include Latin letters, digits, "-", with "-" not allowed at the beginning or end of the technical name.

      admin portal form modeling step 15

  3. Open the Builder tab and proceed to model the UI form components.

    components panel

    Use components from the Updated list.
  4. Drag the Text Field component to the modeling panel.

    admin portal form modeling step 6

  5. In the new window, configure the component settings as follows:

    • Go to the Display tab. In the Label field, enter the Name of the chemical factor value.

    • Check the Disabled checkbox.

      form modeling 02

    • Switch to the Validation tab.

      • Check the Required checkbox.

      • Fill in the Maximum Length field with a value of 250.

        admin portal form modelling step 8

    • Open the API tab. In the Property Name field, enter name.

      admin portal form modelling step 9

    • Click Save to save the changes to the component settings.

  6. Add the next Text Field component following a similar process. Drag it from the left panel and configure the following settings:

    • On the Display tab, find the Label field and enter Basis for adding the factor.

    • Check the Disabled checkbox.

      admin portal form modeling step 19

    • Switch to the API tab and enter notes in the Property Name field.

      admin portal form modelling step 11

    • Click Save to save the changes to the component settings.

  7. Complete the creation of the UI form by clicking the Create form button in the upper right corner of the page.

    Please note that the modeled form fields are available for viewing only and are highlighted in gray. This prevents accidental or intentional editing of data that needs to be signed, ensuring their integrity.

    admin portal form modeling step 20

  8. After modeling the form, you will be automatically redirected to the list of modeled forms, where you will see a message confirming its successful creation.

    admin portal form modelling step 13

3. Publishing changes in the registry regulations

If you made changes to forms directly in the master version, the changes will be published automatically.

After creating any artifacts—UI forms, business processes, etc.—in your candidate version of the regulations, you need to apply the changes to the master version. This allows you to publish them.

Learn more about applying changes to the master version of the regulation at Reviewing and managing the candidate version settings.

If you are an advanced user working on the regulations development, using a local git environment, Gerrit tools, and Jenkins for publishing and deploying changes, we recommend reviewing Deploying registry regulations in Gerrit.