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The Organizer gives an overview of all your elements and is the starting point for creating and editing all your elements. It is also where you can upload elements from file material. The Organizer helps you organize your elements in workspaces and folders, and enables you to manage the elements you are working on. The following introduces the elements in the top menu, and includes a short description on how to launch workflows and other elements requiring activation.

Open, add and edit elements in the Organizer

When a new item is created, it will be placed within the folder you've chosen as the location. Simply click the workspace/folder, then create the item of your choosing from the top menu.

Open

Open

The existing items can be placed in workspaces and folders in a hierarchy of your choice. Double click on the items in order to open them.

To move an item into a specific workspace/folder, click the dots on the left side of the item.

Then drag and drop the item into the workspace/folder of your choice.

Top menu

Create new workspace

To create a workspace, click New workspace in the Organizer.

Choose a name for your workspace and click OK.

The workspace can hold multiple folders, and is where all the elements made in Compose are stored. To be able to build forms, workflow etc. you need to have access to a workspace. All elements in a workspace can be used by all users with access to the workspace. Only admin users have the option to create new workspaces.

Create new folder

To create a Folder, click New folder in the Organizer.

Choose a name for your folder and click OK. The folder will be placed in the workspace where is it created and the content will be available to all users with access to this workspace. You can save all your elements in the folder and you can add new folders inside a folder to keep all your elements organized.

Rename node

To rename a node (form, folder, workspace etc.), select the item you would like to rename, then click Rename in the Organizer.

Type the new name and click OK. The new name will appear in the canvas on your screen. The items will not re-organize alphabetically before you refresh your browser, BUT that will close your open items, so make sure you save your work before refreshing.

Delete node

To delete a node (form, folder, workflows etc.), select the item you would like to delete, then click Delete in the Organizer.

When you delete a node it is not possible to retrieve. The node will therefore be permanently deleted. It is not possible to delete an item which is referenced in an active service, and you will get an error message.

Create a new form

Your first step in creating a new form is to choose the folder in the Organizer you want it to be located. Create a new folder or open one of your existing folders, then click New form.

Choose a name for your form and click OK. The new form will appear in your folder. Double-click on this new item to open your form. When you open the form, Compose will automatically take you to the Form Builder where you can start to create different views, pages and questions.

Create new workflow

Click New Workflow in the Organizer.

Enter a name, and click OK. The new item appears in your item list. Double click to open the new workflow.

When you open the workflow, Compose will automatically take you to the Workflow Builder where you can start creating a process.

Create new validation

A validation can be created by clicking New Validation in the Organizer.

Choose whether you would like to make a validation based on text or files, enter a name and click OK. Double click on your new validation, to go into the Validation Builder.

The validation can be used to validate different question input formats, e.g. SSN or organizational id numbers.

Create new option source

To create an option source, click New Option Source in the Organizer.

Name it and click OK. Double click on the newly created item, to go into the Option Source Builder. An option source will include a list of options, and may be used in any number of forms in your workspace.

Create new text generator

To create a text generator item, click New Text Generator in the Organizer.

Name it and click OK, and double-click the item to open it in the Text Generator Builder. A text generator in CNG is an instance that can generate text documents based on form/workflow data. Documents like XML, HTML, Excel/Word 2003 can be created using a text generator. The CNG Scripting API is available to the text generator scripting environment.

Create a new shared file

To create a shared file, click New Shared File in the Organizer.

Name it, click OK, and double-click the item to open it in the File Share Builder. A shared file in CNG is an instance that can publish documents online.

Create new generic service

To create a generic service, click New Generic Service in the Organizer.

Name it, click OK, and double-click the item to open it in the Generic Service Builder. Generic services enable you to send and receive data to and from Compose.

Create new CNG service

To create a new CNG service, click New CNG Service in the Organizer.

Name it, click OK, and double-click the item to open it in the CNG Service Builder.

The service will enable you to populate the form through a web service.

Create unique ID

To create a new ID Generator, click New Unique ID in the Organizer.

Name it, click OK, and double-click the item to open it in the Unique ID Builder.

An ID Generator can be use to create sequential or random IDs for use in workflow generated files.

Create new file transfer

To create a file transfer, click New File Transfer in the Organizer.

Name it, click OK, and double-click the item to open it in the File Transfer Builder.

In the file transfer builder, data packages are made, which can be retrieved by external clients via the proprietary FlowRemote protocol.

Upload PDF template

To upload a PDF template, click Upload PDF template in the Organizer.

Browse to find the PDF template you wish to upload, name it and click OK. The new item will now appear on your screen, and can be used when building a workflow.

Upload new design

To use custom workflow and PDF designs, you need to upload a design. This can be done in the Organizer by clicking Upload Design.

When a design has been uploaded, you need to “connect” it. If you have a single design you want to use on your entire workflow this is easily done by setting it up in the Workflow Settings.

Import Compose item

To upload a workspace item, such as forms, workflows, generic services etc., click Import Compose Item in the Organizer.

Browse to find the item you wish to upload, give it a name and click OK. When uploading a formerly versioned workspace item, you will need to version the item again before being able to use it in a workflow or launch it.

Export Compose item

To download an export workspace item, click Export Compose Item in the Organizer.

Choose the form you want to download, click Download form and select the version you wish to download. Click done, and save the form file. This makes it possible to save the form locally and it enables you to move a form from one workspace to another.

Open

To open an element, select the element you wish to open, and click Open.

It is also possible to open different elements by double clicking the item you wish to open.

Open info

To see the link and the QR-code of a workflow, click Open info in the Organizer.

When selecting Open info a popup window including the workflow link and QR-code appears. You can right click to copy the link and you may also download the QR-code. To see the user view simply click the link, and a new window with the link address appears. See Start workflow version below for more details.

Copy object as new draft

Select the item you wish to copy, click Copy object in the Organizer.

Name it, and select the version of the form you wish to copy. Click done and the new form will appear as a new draft on your screen. Remember that you will need to create a version from the copied draft to be able to use it in a workflow. If you copy a workflow into the same workspace, remember to change the URL suffix in order to be able to run the new workflow (if it is imperative to run both workflows simultaneously).

Start workflow version

By selecting a workflow and clicking Open info, the Workflow Information window appears:

The window consists of two menus, the upper Entrypoint(s) Link(s) menu, and the Workflow versions menu. In order to access an entrypoint link to a versioned workflow, you need to enable the play button in the State column in the Worflow versions menu for the version you need a link to. The play button will flash orange/green when the workflow is running. If your workflow has multiple versions, you may run several versions simultaenously, and the version you select in the Default column, will be represented by the link and QR code in the Entrypoint(s) Link(s) menu. The column Active/Saved Sessions displays the numbers of currently active and saved sessions running in the versioned workflow. In order to test the workflow, click on the link in the Entrypoint(s) Link(s) menu.