Velocity Forms
Velocity Forms (added in Velocity 2.1.29) are a way to augment your current WMS workflows without making changes to the WMS. The forms can be created for tasks that may happen frequently but aren't currently managed by the WMS, such as handling damaged goods or performing a checklist at the start of a shift.
Forms are either created in Ivanti Neurons, or created in the Velocity Console and then published as an HTML page to an Ivanti Neurons for IIoT server. When the Velocity Client is configured with the address for the server, the forms that are available show in the Shortcuts menu. A user can launch a form in Velocity, complete the form and tap Submit to submit the data. An administrator can automate what to do with the data from there.
In order to use forms, the device must have the Velocity Client installed and it must have a license for Velocity. In addition, the device must have a license for Velocity Forms. The license is managed by whichever Ivanti Neurons server the devices connect to.
When you create a form, you can create a blank form and start from scratch, or you can use one of the template forms provided.
For information on creating and publishing forms in Ivanti Neurons, see the Ivanti Velocity Forms User Guide.
A form project in the Velocity Console has two pages: the Form Details page and the Form Builder page. The Form Details page has all the data about the form and the connection information for the Ivanti Neurons for IIoT server. The Form Builder page allows you to build the HTML page with the pre-built elements.
To create and edit a form
1.Launch the Velocity Console.
2.Click the Create New button in the top-right corner of the screen and select Form.
3.If you want to use one of the forms that are in the Form Library, select Create from template and then choose which template you want to use. Otherwise, select Start with a blank form.
4.Provide a Name and a Customer for the project.
5.Click Create.
The project opens and you can edit the form.
To publish a form
1.Make sure the form project is open and the publishing details are configured. For information on setting up credentials so you can publish a form, see Managing Forms information.
2.Click Publish in the top-right corner of the screen.
3.As long as the Console can connect to the server, the form is published to the server. If the server has a self-signed certificate, you are prompted to view the certificate details and accept the certificate in order to publish the form.
To see a published form on the Ivanti Neurons for IIoT server, navigate to Forms > Forms. By default, the forms are visible to all users.
After a form is published, it becomes available to Velocity Clients that are also configured with the server details. For information on configuring a Client with the server details, see Ivanti Neurons settings.
To access a published form with the Velocity Client
1.Make sure the profile that you plan to use forms with includes the Ivanti Neurons for IIoT server details. For information on configuring a Client with the server details, see Ivanti Neurons settings.
2.In the Velocity Client, connect to the host.
3.In the Shortcuts menu, tap the name of the form. (Alternatively, a form can be launched from a custom key on a keyboard or from a script.)
4.Fill out the form details and click the button at the bottom of the form to submit it.
The form data is submitted to the Ivanti Neurons for IIoT server, and the Client displays the host screen that it was on before the form was launched.
To use form data submitted from the Velocity Client
The form data is published to the Ivanti Neurons for IIoT server. Published forms can be viewed on the Forms page (Forms > Forms). By default, the forms are visible to all users.
Access the submitted data by clicking the icon in the Actions column and selecting View submissions for a form in the list.
To automate processing the form data, on the Scenarios page, use the Detectors > Form. The scenario runs when new form data is detected.
To export a form project
•From the project list, click More > Export at the top right corner of the project you want to export. Select where you want the file stored and provide a name for the zip file.
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•When a project is open, click the Export button. Select where you want the file stored and provide a name for the zip file.
To import a form project
•Open the Velocity Console and navigate to the list of projects. Drag an exported project zip file from the File Explorer onto the Console.
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•To import a form into an existing form, open the form and click Import. Select the project zip file and click Open. The imported form details overwrite any existing details in the form.
To add a form to the Form Library
To add to your local Form Library, export the form that you want to use as a template and copy the exported file to:
[installation directory]\Wavelink\Velocity Console\FormTemplates
The next time you launch the Console and create a form, the form is in the list of available templates.