Zum Hauptinhalt springen

Installation

This section describes how to

  1. prepare your ADOIT instance to be used with ADOIT Forms.

  2. grant ADOIT user access to ADOIT Forms.

1. Activate ADOIT Forms​

In your ADOIT Administration open Settings, go to ADOIT Forms and General.

Setup

Setup enables ADOIT Forms and leads to the following changes in the ADOIT settings: 

  • Activation of the setting Activate standard RESTful Services globally

  • Activation of the setting Activate OAuth 2.0 with the

    • Repository scenarios: Repository read APIs, Repository write APIs, Repository search APIs

    • User scenarios: User read APIs

    • Metamodel scenarios: Metamodel read APIs

  • Activation of Allow CORS

  • Activation of OAuth 2.0 and creation of an client

  • Creation of the system role FormsDesigner

  • Creation of the user group Forms Designer

Hinweis

The Base URL set for the ADOIT (see related instruction) must be compliant with the URL provided in the connection setup. A common source of issues is that it is different (for example a test URL provided in a production environment) or additional endings like /auth.view, /main.view, etc. are added.

Hinweis

Changing this setting requires a restart of the ADOIT environment.

2. Configure users for ADOIT Forms​

In your ADOIT Administration you can enable your ADOIT users to use ADOIT Forms as

ADOIT Forms user typeNeeded configuration
Template Designer / Forms Reviewer1. Assign user group Forms Designer.
2. Ensure that system role FormsDesigner is assigned.
3. Only for named use license scenarios: Assign ADOIT Forms scenario under Named user.
Forms Submitter (update)1. Ensure write access to relevant Objects.
2. Only for named use license scenarios: Assign ADOIT Forms scenario under Named user.
3. Ensure that in Settings > System settings (Modules) the module ADOIT Forms is assigned to the used custom system role.
Forms Submitter (proposal)1. Ensure write access to relevant target folder.
2. Only for named use license scenarios: Assign ADOIT Forms scenario under Named user.
3. Ensure that in Settings > System settings (Modules) the module ADOIT Forms is assigned to the used custom system.
Forms Submitter (proposal with approval required)1. Assign arbitrary system role selected in Settings > ADOIT Forms > Settings for approvals.
2. Only for named use license scenarios: Assign ADOIT Forms scenario under Named user.
3. Ensure that in Settings > System settings (Modules) the module ADOIT Forms is assigned to the used custom system role.