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 launch a form in Velocity, 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.

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.

Form Details

The Form Details page has the name of the form, the customer the form is associated with, other data about the form you may want to capture, and the connection details to the Ivanti Neurons for IIoT server.

Form Builder

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.

After an element has been added to the form, click the Edit button to configure the element, such as providing the text in a paragraph element, or a label for the element.

A Select element in a form with the Edit button highlighted

The options available with each element depend on the purpose of the element. The following sections describe some of the options available.

Multi-value elements

Select elements and radio group elements allow you to set the labels and values for each option.

A radio element with 3 options labeled Roja, Azul, and Verde. The values for the options are red, blue, and green.

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 the same. Examples where you may choose to have different labels and values are situations where the value sent to the server need to be in a specific format (such as no spaces or special characters), or when what is sent to the server is in a different language than what is shown to the user.

Component IDs

Most elements have a Component ID. When a user submits a form, the answer for each field is associated with the Component ID. (For those familiar with HTML, the Component ID populates both the name and the ID attributes for the form element.)

If you plan to use the form data in a scenario in Ivanti Neurons for IIoT, you need to know the Component ID. The Component ID is populated with a default value, but you can customize the Component ID to make it easier to remember and use. Two elements on the same form cannot have the same Component ID.


The Autofill field allows you to populate the field with data from the host session when the form is opened. This is most useful when you anticipate that the form will be opened when the user is on a specific page, and you want data from that page to be submitted as part of the form.

The method for identifying the data to use depends on if the host is a TE host or a Web host.

For a web host: Provide a CSS selector to identify an element on the page in the host session. The text contents of that element are copied into the field when the form loads. If there is more than one match on the page, it uses the first match.




For a TE host: Provide the row, column, and length of text on the page in the host session. The row and column numbers are zero-based, so the first line on the screen is line 0. For example, if you specify 1,3,8 then the field will be populated with whatever is on the TE page in the second row, starting in the fourth column, and capturing 8 characters.

Alternatively, provide a label that comes either before or directly above the text you want to populate the field. Use a: to specify text that comes after the label on the same line, or b: to specify text that is on the line below the label. For example, if you specify a:Part no: then the field will be populated with whatever text comes after Part no: on the same line. If the text does not exist on the page when the form loads, the field remains empty.

The text is copied into the field when the form loads.



a:Part no: