Business Process Automation Forms
Business Process Automation 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 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 Ivanti Neurons for IIOT server, the forms that have been published show in the Shortcuts menu. A user can tap the name of a form to launch it in Velocity, then complete the form and tap Submit to submit the data to the Ivanti Neurons for IIOT server. 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 Ivanti Neurons for IIOT. These licenses are distributed when the Velocity client attempts to retrieve a form from the Ivanti Neurons for IIOT server.
To create and edit a form
1.Launch the Velocity Console application.
2.Click the Create New button in the top-right corner of the screen and select Form.
3.Enter a Project Name and a Company Name.
4.Click Create.
The project opens and you can edit the form. 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.
On the Form Builder page, there is a list of elements on the that right side that can be added to the form. These include headings and paragraphs, text fields, radio buttons, check boxes, and dropdown lists. Click or drag-and-drop an element to add it to the page, then use the Edit button to configure the element options, such as labels for the radio buttons.
In addition to the element label, radio groups and select elements allow you to set the labels and values for each option:
The left column is the label that is displayed to the device user. The right column is the value that is sent to the Ivanti Neurons for IIOT server. Generally, you should keep the label and the value very similar. However, you may choose to have the label and value be different in situations where, for example, the form is available in more than one language.
To publish a form
1.Make sure the form project is open and the Ivanti Neurons for IIOT server details are configured. The default port for sending forms is 5000. Provide the protocol and the domain name in the address. For example, if I log in to the Ivanti Neurons for IIOT server on this page:
https://neurons-iiot.ivanti.com:4000/
Then the publishing address I provide in the Velocity Console is:
https://neurons-iiot.ivanti.com
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 Files > All files > My templates.
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.
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. Forms are stored in Files > All files > My templates for the user that you provided credentials for. By default, the forms are visible to all users.
You can access the data by navigating to Files > All files and then selecting the My templates directory.
To automate processing the form data, on in the Scenario management page, use the Detectors > Form or Detectors > File blocks. Depending on which detector block you pick, the scenario runs when new form data is detected, or when a new file is added to the My Files directory.
To export a form
•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
•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 from and click Import. Select the project zip file and click Open. The imported form details overwrite any existing details in the form.