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Creating and managing applications
Creating and managing applications contains a variety of topics on how to build and efficiently use applications.
Adding Stages to an application
It is often desirable to have an application, or form, transition through a set of phases or stages. At each stage the form might be used by different people in different roles. The form also might be presented in a slightly different manner in each stage, such as having some items or pages hidden, or in a read-only state.
Saving work as a draft
Some applications cannot be completed by the user in one session. If your application is very large or complicated, you can allow users to save their work as a draft before submitting it.

Creating and managing applications
Creating and managing applications contains a variety of topics on how to build and efficiently use applications.
- Creating an application
  This topic gives a general overview of the application creation process, from opening the HCL Leap interface to launching a completed application.
- Creating an application from an excel spreadsheet
  Leap allows you to create an application from an excel spreadsheet, automatically creating the widgets and importing the data found in the spreadsheet.
- Styling your application with a custom theme
  Style the colors, fonts, and other characteristics of the application by creating or importing a custom theme.
- Copying items
  Items may be copied from one form to another form within any application.
- Moving items on a form
  Form items are not static after they are added to a form. You can move items around on a single page, duplicate form items, and move items between pages on your form.
- Creating an accessible application
  When you create a form or application, the following information helps you design an accessible form for users with disabilities.
- Enabling dynamic layout
  When you build applications, you can now set the display width of your Leap application. Setting this feature reduces or removes the need for horizontal scrolling when you have an unknown or limited amount of space, such as when the application is displayed in a WebSphere_Portal portlet.
- Globalization features
  The following information describes the languages formatting features supported by HCL Leap .
- Creating rules in your application
  Rules help you gather the correct information from users and organize your information after data is entered in a form. You can create composite rules that govern how your form, and the data in your form behaves.
- Labeling data, performing data analysis, and exporting data
  You can add labels to data elements in your application that become the label in the export file.
- Incorporating web services into your applications
  The following topics describe how to incorporate web services into your HCL Leap application.
- Adding formulas to your application
  You can create and edit formulas to assign values to an item on your HCL Leap form.
- Adding specialized form items
  You can use specialized form items to style text, echo text back, create dynamic lines, or add HTML.
- Managing the files associated with your application
  You can upload a variety of files, such as images, for use with your application. Managing these embedded files is done in the Files section of the Settings tab
- Leap document integration
  Leap's document integration feature lets you use previously built PDF files and populate them with data captured by Leap.
- Adding Stages to an application
  It is often desirable to have an application, or form, transition through a set of phases or stages. At each stage the form might be used by different people in different roles. The form also might be presented in a slightly different manner in each stage, such as having some items or pages hidden, or in a read-only state.
  - Editing the message a user sees upon form submission
    The administrator of an HCL Leap application can edit the completion message a user sees when submitting a form.
  - Redirecting users after form submission
    The administrator of an HCL Leap application can add a URL that is triggered when a form is submitted.
  - Sending an email after a user submits a form
    You can send email notifications to managers or other users by adding an activity to the Submit button in a form.
  - Populating information upon form submission using a web service
    Web services can perform many functions, such as sending data to other forms or applications. The following instructions describe how to use a web service to add information to a form automatically after it is submitted.
  - Assigning users to a role after submission
    You can dynamically assign roles to a form after form submission.
  - Configuring behavior of a form on submission
    Once a user completes an HCL Leap form, you can send them to another stage of that form.
  - Saving work as a draft
    Some applications cannot be completed by the user in one session. If your application is very large or complicated, you can allow users to save their work as a draft before submitting it.
  - Scenario: hidden or read-only form items in Stages
    This scenario uses a Vacation Request application to describe how to use multiple Stages to make sections of a form that is either hidden, or read-only.
  - Saving a PDF to a file location
    Determining where you want to save your filled PDF is useful considering how many processes "pick up" documents from watched folders. Designers have the option of saving the file to a specific location, as an attachment to the Leap submission record, or both.
- Deploying applications and viewing data responses
  After an HCL Leap application is built it must be deployed. After it is deployed, you can supply users with the URL of the application so they can launch it. After users submit completed forms, you can view the responses.

Saving work as a draft

Some applications cannot be completed by the user in one session. If your application is very large or complicated, you can allow users to save their work as a draft before submitting it.

About this task

In any stage, you can enable authenticated users to save their work as a draft. When a user returns to a saved draft in a form, a message asks whether to start a new form, or continue working on the draft. You can add an option for users to email themselves a link to their own draft. A user can save one draft on any stage at any time. The draft is also reflected in View Data.

Procedure

Click the Workflow tab.
Click Add a save draft button.
A Save Draft button appears with the Submit button.
Click on the Save Draft button. In the Properties side panel, click the Include email option in display message check box to ask users if they want to be sent an email with a URL of their draft.

Note: The Save Draft button must be added manually to each stage of the form.