Introduction:

This guide describes how to build wizards for the Docupace system by using the Docupace Start configuration tool. The scope of the guide describes all tasks for creating Docupace Start wizard widgets: building pages within the wizard, connecting fields in the wizard to fields in PDF forms, creating buttons that perform actions from wizard pages, and other related tasks. The guide also contains a reference section, describing all the windows and fields accessible in the Docupace Start configuration tool.

Audience:

Docupace Internal:

System Analysts

Business Analysts

Client-side:

IT staff

Docupace Systems Administrators

Functionality:

Docupace Start allows users to create custom widgets in Docupace.

Recommended Skills:

The following knowledge will be helpful for those who build wizards with Docupace Start.

understanding of the business logic and processes
understanding of Docupace System basic principles
basic knowledge of Docupace domains and their structures
basic knowledge of PDF form fields used by Docupace
basic understanding of JavaScript & JSON, HTML, CSS (style sheets), SQL syntax

Change Log:

Date	Author	Changes

Date	Author	Changes
January 2024	Inese Auzina	Updated Wizard Settings.
November 2021	Mercedes Rothwell	Updated Landing page formatting and combined Audience and Version pages with the Landing page.
September 2020	Gints Vaskums	New topics for the Winter 2020 version of the product: https://docupace.atlassian.net/wiki/spaces/DG/pages/545587203/Creating+and+using+a+Reusable+Field+Groups?atlOrigin=eyJpIjoiZGMzNDhhOGZlNzQxNGJhYWFiMTdlNGZjMzhmMDljMmQiLCJwIjoiY29uZmx1ZW5jZS1jaGF0cy1pbnQifQ Updated topics for the Winter 2020 version of the product: https://docupace.atlassian.net/wiki/spaces/UG/pages/503218267/Working+with+Previous+Revisions+of+Widgets?atlOrigin=eyJpIjoiMTk0MTdkOWFlMTc3NDA4N2ExMDEzZTFjZDQ0MWJmZmMiLCJwIjoiY29uZmx1ZW5jZS1jaGF0cy1pbnQifQ https://docupace.atlassian.net/wiki/spaces/DG/pages/26050877/Configuring+the+Wizard+Settings?atlOrigin=eyJpIjoiNTRjN2JiZDBiYzdmNDJkMmE2MWViZGY5ZmNjMmUyNmQiLCJwIjoiY29uZmx1ZW5jZS1jaGF0cy1pbnQifQ
August 2020	Inese Auzina	New topics for the Summer 2020 version of the product: Working with Previous Revisions of Widgets. Updated topics for the Summer 2020 version of the product: Viewing Existing Widgets (new Revision panel) Creating a New Docupace Start Widget (Widget key, Revision panel) Widget Details Window (Widget key , Revision panel ) Page Settings for Special Pages (createWorkItem and createOrUpdateWorkItem pages) Adding an Info Icon with a Pop-up Message (new field attributes) Field Settings (common) (“Use default validations”, “Hide validation errors“, "Info message", "Info message header" and "Info message position" attributes)
April 2020	Inese Auzina	New topics for the Spring 2020 version of the product: Using Copy, Paste, and Search Creating Work Items Configuring Navigation panel Creating Action buttons Creating and configuring Selection, Date and Time and visual fields Creating and configuring Field Groups Writing JavaScript functions and expressions Updated topics for the Spring 2020 version of the product: Quick Start Tutorial for eSubmit widget Choosing a Meta Field Name Changes to Selection fields Field Settings reference section
December 2019	Inese Auzina	Topics for the Winter 2019 version of the product: Quick Start Tutorial for eSubmit widget Basic tasks for managing Docupace Start widgets First tasks for building a Docupace Start wizard Reference section – wizard settings, page settings, field types, common field settings.
October 2019	Inese Auzina	Revisions to the compiled materials.
October 2019	Inese Auzina	Compilation of previously available materials. Outline of the entire document.

Docupace Platform User Guides

Docupace Start App Developer Guide

Introduction:

Audience:

Functionality:

Recommended Skills:

Change Log: