Client Work Manager Integration

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    Workflow Solutions

    InfoImageClient Work Manager Interface Integration Guide

    UNISY

    2008 Unisys Corporation.

    All rights reserved.

    Printed in USADecember 2008 8206 3637-000

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    NO WARRANTIES OF ANY NATURE ARE EXTENDED BY THIS DOCUMENT. Any product or related information

    described herein is only furnished pursuant and subject to the terms and conditions of a duly executed agreement to

    purchase or lease equipment or to license software. The only warranties made by Unisys, if any, with respect to the

    products described in this document are set forth in such agreement. Unisys cannot accept any financial or other

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    direct, special, or consequential damages.

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    changes and/or additions.

    Notice to Government End Users: This is commercial computer software or hardware documentation developed atprivate expense. Use, reproduction, or disclosure by the Government is subject to the terms of Unisys standard

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    Unisys and InfoImage are registered trademarks of Unisys Corporation in the United States and other countries.

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    8206 3637-000 iii

    Contents

    Section 1. Introduction

    Purpose ................................................. ................................................. ....... 11Scope ................................................. .................................................. ...... 11Audience ............................................ ................................................. ............ 11

    Section 2. Client Work Manager ActiveX Interface

    Description .......................................... .................................................. ...........21Capabilities........................................................................................................21 Development Environments...... ............................................... ................... 22VB ............................................ ............................................... ... 22VBA ............................................ ............................................... ... 22VBScript ........................................... ............................................... .... 22Integration/Execution of Custom Code in Client Work

    Manager............................. ............................................... ............ 23Procedure .................................................. ............................................ 23Description of the Hierarchy..................................... ................................... 24Error Handling .............................................. ................................................. .. 25ActiveX Objects.................. ................................................. ........................... 25

    Desktop Object.................................................. ............................................. 26Desktop Object Method................. .................................................. ............ 26Desktop Object Properties ................................................... ....................... 26Desktop Object Events............................ .................................................. ... 28Domain Object .............................................. ............................................... . 229Domain Object Methods .............................................. .............................. 229Domain Object Properties..........................................................................233Domains Collection Object.........................................................................240Domains Collection Object Properties ................................................... .240FaxRequest Object ............................................... ....................................... 241FaxRequest Object Properties......................... ......................................... 241FormField Object ................................................ .......................................... 243FormField Object Properties......................................................................243FormFields Collection Object.....................................................................247FormFields Collection Object Method.....................................................247iiCollection Object ................................................ ........................................ 248iiCollection Object Properties....................................................................249ImagePage Object........................................................................................249ImagePage Object Method................................................ ........................249Import Object................................................................................................253Import Object Method............................................... ................................. 253Import Object Properties............................................................................254

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    ImportClass Object...................... ...................................................... .......... 255ImportClass Object Properties ......................................................... ........ 255ImportClasses Collection Object..................................................... ......... 256ImportClasses Collection Object Properties.......................................... 256

    Note Object.................................................. .............................................. ... 257Note Object Properties......................................... ...................................... 257Page Object.............. ............................................... ...................................... 258Page Object Method ............................................. ...................................... 258Page Object Properties........................................... .................................... 258Pages Collection Object ........................................... .................................. 259Pages Collection Object Method....................................... ....................... 259Pages Collection Object Properties....................... .................................. 260PrintRequest Object.... ............................................... ................................. 260PrintRequest Object Properties................................ ................................ 260QueryForm Object............................................... ........................................ 262QueryForm Object Properties................................................................... 262QueryForms Collection Object .............................................. ................... 263

    QueryForms Collection Object Properties........... .................................. 263wmError Object................................... .............................................. ........... 264WmError Object Properties.............................................................. ......... 264wmRectangle Object ......................................... ......................................... 265wmRectangle Object Properties...................... ........................................ 265WorkflowHistory Collection Object.............................. ........................... 265WorkflowHistory Collection Object Properties .................................... 265WorkflowHistoryInfo Object...................................................... ............... 266WorkflowHistoryInfo Object Properties.................................... ............. 266WorkflowLocation Object..................... ..................................................... 267WorkflowLocation Object Properties ............................................... ...... 267WorkflowLocations Collection Object .................................................... 269WorkflowLocations Collection Object Properties................................ 269WorkflowQueue Object ........................................... .................................. 270WorkflowQueue Object Methods .......................................... ................. 270WorkflowQueue Object Properties......................................................... 272WorkflowQueues Collection Object....................................................... . 273WorkflowQueues Collection Object Properties ................................... 273WorkflowVariable Object..................................................... ...................... 274WorkflowVariable Object Method ..................................................... ...... 274WorkflowVariable Object Properties....................................................... 274WorkflowVariables Collection Object .............................................. ....... 278WorkflowVariables Collection Object Properties................................. 278Workitem Object.................................................................... ...................... 279Workitem Object Methods........................................ ................................ 279

    Workitem Object Properties.......................................... ........................... 290WorkitemClass Object................................ .............................................. 2100WorkitemClass Object Properties ............................................ ............. 2100WorkitemClasses Collection Object................................................. ......2102WorkitemClasses Collection Object Properties...................................2102Workitems Collection Object............................................... ................... 2103Workitems Collection Object Method .................................................. 2103Example of a Word VBA Project that Accesses Client Work

    Manager Objects............................................. ....................... 2105

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    Example of a VBA Project in Outlook that Accesses ClientWork Manager Objects...... .................................................. . 2107

    Section 3. Form Script Interface

    Overview .........................................................................................................31Capabilities........................................................................................................31 Development Environment ............................................... ............................31VBScript ...............................................................................................31VBA Environment ................................................. ...........................................31Form User Exits.......................................... ............................................... ..... 32Form User Exits and Terminal Emulation Interface .............................. 310FViewer Object........................................... .................................................. .312FViewer Object Methods .............................................. ..............................312FViewer Object Properties............................................................... .......... 314FViewer Object Events ........................................... .................................... 315Valid Shortcut Values For Optional Parameter Shortcut

    Addmenuitem Method ............................................ .......317

    Section 4. Import User Exit Interface

    Description .......................................... .................................................. ...........41Software Components...................................................................................41User Exit Architecture....................................................................................41Programmer Interface........................................... ........................................ 42Capabilities................................................................... .................................... 42Sample Procedure to Implement a Client Work Manager

    Import User Exit..... ..................................................... ................ 42Client Work Manager Import User Exit Object........................................44Client Work Manager Import User Exit Methods ................................... 44Client Work Manager Import User Exit Properties................................. 45

    Section 5. Tool Functions

    CreateWorkitem Function..... ..................................................... .................. 52Purpose .............................................. ................................................ 52Parameters ............................................ ............................................... ... 52ImportItem Function......................... .................................................. ........... 53Purpose .............................................. ................................................ 53Parameters ............................................ ............................................... ... 53ListDirectory Function.... ..................................................... .......................... 53

    Purpose .............................................. ................................................ 53Parameters ............................................ ............................................... ... 53RunProgram Function.................................................... ................................ 54Purpose .............................................. ................................................ 54Parameters ............................................ ............................................... ... 54RunVBAMacro Function................................................................ ................ 54Purpose .............................................. ................................................ 54Parameters ............................................ ............................................... ... 54RunVBScript Function............................................................................ ........ 54

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    Purpose ................................................. ............................................. 54Parameters ............................................... ............................................... 54SendWorkitem Function...................................................... ......................... 55Purpose ................................................. ............................................. 55

    Parameters ............................................... ............................................... 55SetFormFields Function................................................. ............................... 56Purpose ................................................. ............................................. 56Parameter .............................................. ............................................... . 56

    Appendix A. Troubleshooting

    Debug Files Required by Unisys Client Group......................................... A1WorkManager Log File, WM-.dbg....................................... A1CAL/ClientAPI Log File, .dbg ................................................ .A2Client Services Log File, ClientServices.dbg ............................................A3LumberJack Tool............................................................................................A3

    Appendix B. Sample VBScripts and VBA Projects

    Locations .........................................................................................................B1For More Information.....................................................................................B1

    Appendix C. Supported Image Formats and AssociatedCompressions

    Supported Image Formats and Compressions ........................................C1

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    Section 1

    Introduction

    Purpose

    Unisys Client Work Manager provides a standard Unisys InfoImage desktop withcomplete, out-of-the-box functionality, modern user interface, and easy integration

    with other applications.

    This guide discusses the interfaces that enable you to customize Client Work Managerto handle the specific needs of the application, such as special role definitions and

    Form User Exits. Through these interfaces, you can take advantage of the Client WorkManager function set to design, write and integrate customized code that integratesspecial features into the desktop.

    Client Work Manager enables this integration by:

    Exposing its business objects for external applications

    Supporting VBScript as a standard scripting language

    Supporting VBA as an optional scripting language

    This guide discusses the following interfaces:

    Client Work Manager ActiveX Interface

    Form Script Interface

    Import User Exit Interface

    Scope

    This guide describes the data structures and functions of the programming interfacewith sample programs and error codes. The prerequisite information for developing

    Windows programs and coding various languages is beyond the scope of this

    document.

    Audience

    This guide is intended primarily for programmers responsible for designing,

    developing, and implementing programs that interface with Client Work Manager.

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    Section 2

    Client Work Manager ActiveX Interface

    Description

    The Client Work Manager Interface is a repository of ActiveX objects that provides aconvenient interface for using the features of Client Work Manager to build a

    customized desktop.

    Because Client Work Manager is designed as an object model and is an ActiveXexecutable, its properties and methods are exposed. Therefore, it provides for a COM

    interface to the desktop. This COM interface enables a smooth integration for you touse Client Work Managers numerous functions and attributes in your customizedapplications.

    The object model consists of a series of related classes. All events are raised to the

    Desktop object. A global object that contains a reference to the Desktop object ispassed to each object in the structure so events can be raised.

    This section provides a complete description of all the Client Work Manager objectsthat are exposed, and their methods and properties. This section also provides

    procedures for using the Client Work Manager objects.

    Capabilities

    Customize Desktop Roles

    You can access workitems, the desktop, domains, form fields, and image pages, as

    well as perform numerous other functions to customize a Client Work Managerdesktop role.

    Integrate Special Features into the Desktop

    You can integrate a special feature into the desktop that is not part of the out of thebox desktop functionality. By accessing the Client Work Manager Object Model, you

    can meet the specialized needs of a business application.

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    Development Environments

    VB

    To use the Client Work Manager ActiveX Interface, Client Work Manager must be

    installed. Client Work Manager is selected as a reference from the VB menu,Project/References in the customized application. Since Client Work Manager

    exposes its objects, a Visual Basic project that defines the customized program canuse those exposed properties and methods. Customized applications can be run asexecutable programs, with their own convenient Visual Basic forms that include third

    party controls to create a user interface tailored to the specific requirements. Thesecustomized programs can also be assigned to a tool on a toolbar. See

    Integration/Execution of Custom Code in Client Work Manager.

    VBA

    The VBA development environment is included as an option to Client Work Manager. Ifthe VBA Add-on is installed, the IDE will be tied to the host application, Client Work

    Manager, thus enabling you to toggle between the IDE and the Client Work Managerhost window. Then, you can easily create a programmable application, a VBA Macrothat will perform some customized function by accessing external objects as well as

    Client Work Manager objects.

    Typically, the host application provides a menu item such as the Visual Basic Editorcommand, from the Macro submenu of the Tools menu. Thus, a VBA Macro can be

    created within Client Work Manager.

    After the VBA Macro is created, it can be assigned to a tool on a toolbar as detailed in

    the next section.

    VBScript

    VBScript is available as part of the core product of Client Work Manager. The scripts

    will be assigned to tools on toolbars but will not have the development environmentof VBA. The VBScripts are made up of customization functions that access the

    exposed properties and methods of Client Work Manager.

    The VBScripts are created using a generic text editor such as Notepad or WordPad.The procedures are provided in the next section for assigning the VBScripts to a toolon a toolbar.

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    Integration/Execution of Custom Code in ClientWork Manager

    The customized code (either a desktop role implemented as a VBA Macro, a VBScript,or a specialized desktop feature implemented as a VB program) gets executed byassigning it to a tool on a toolbar.

    Procedure

    The System Administrator can follow this procedure to assign a script or program to atool on a toolbar:

    1. Log on to Client Work Manager as an Administrator and select theAdministration menu.

    2. On the Administration menu, select Desktop Administrationto open the

    Desktop Administration window.

    3. On the File menu, click Open Desktop.

    4. Open the appropriate desktop.

    5. On the Toolbars menu, click Customize Toolbars to open the Customize

    Toolbars form.

    6. Select the Tools tab and click New.

    7. Enter the identifying features of the new tool by selecting one of the following

    in the Functions dialog box:

    If the tool is to execute a Then select

    VB program, RunProgram.

    VBAMacro, RunVBAMacro.

    VBScript, RunVBScript.

    8. After selecting one of these options, enter the Macro name, or VBScriptprocedure, or VB program name with parameters, if required, in the table.

    An administrator uses the InfoImage Enterprise Administrator to assign VBA projectsand VBScripts to a role definition. When the administrator initially defines the roles, the

    role definition files are added to the roles. (The Client Work Manager online Help filetopic titled Desktop Administration explains these procedures.) These files are .dsk,.atb, .vba and .vbs files. The IEA Client searches for .vba or .vbs files and sends them

    to the IEA Server with the other role definition files. Therefore, when an end user logson to Client Work Manager, he is provided with the roles that are assigned to him. The

    role definition files are loaded, including the .vba and .vbs files that were assigned to arole definition by the administrator.

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    When a user clicks on a tool, Client Work Manager searches for the function to

    execute. This function was determined in the previous procedure.

    If this function is Then Client Work Manager runs

    RunVBAMacro, The macro name in the loaded VBA project.

    RunVBScript, The VBScript function.

    RunProgram, The program name that was associated with the tool.

    Description of the Hierarchy

    In an object library, all objects have a unique set of methods, properties, and events.To use the hierarchy, you must often move down through the hierarchy. Refer to thefollowing diagram.

    Diagram

    Desktop

    Domains

    WorkitemClasses

    WorkitemClass

    ImportClasses

    ImportClass

    FormFields

    FormField

    WorkflowQueues

    WorkflowQueue

    WorkflowVariables

    WorkflowVariable

    IndexField

    Workitems

    Workitem

    Workitems

    (Children)

    Pages

    Page

    Note

    Import

    ImagePage

    WorkflowHistory

    WorkflowHistoryInfo

    WorkitemLocations

    WorkitemLocation

    Domain

    IndexFields

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    Error Handling

    Error checking is handled by the application, which uses NotifyError in the Notifyevent in the Desktop class. NotifyError, described in the Desktop object, is a

    reference to an error class (wmError) if an error has occurred. Refer to the wmErrorobject for a description of its properties and how to use them when handling errors inan application.

    ActiveX Objects

    The ActiveX objects are the following:

    Desktop ObjectDomain Object

    Domains Collection ObjectFaxRequest Object

    FormField ObjectFormFields Collection ObjectiiCollection Object

    ImagePage ObjectImport Object

    ImportClass ObjectImportClasses Collection Object

    Note ObjectPage ObjectPages Collection Object

    PrintRequest ObjectQueryForm Object

    QueryForms Collection ObjectwmError Object

    wmRectangle ObjectWorkflowHistory Collection ObjectWorkflowHistoryInfo Object

    WorkflowLocation ObjectWorkflowLocations Collection Object

    WorkflowQueue ObjectWorkflowQueues Collection Object

    WorkflowVariable ObjectWorkflowVariables Collection ObjectWorkitem Object

    WorkitemClass Object

    WorkitemClasses Collection ObjectWorkitems Collection Object

    Each is discussed in this section.

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    Desktop Object

    The Desktop object sits at the top of the object model. It has several purposes. As theroot object, it enables you to reference other objects in the Client Work Manager

    object hierarchy. All events are funneled through this class. Use WithEvents whendeclaring the variable that will contain the instance of the desktop class. (PublicWithEvents gMyDesktop as Desktop)

    When creating a new instance of this class the following can occur:

    If Then

    Client Work Manager is installed The Login window is displayed.

    Client Work Manager is already up

    and running

    The instance of the Desktop class that was

    created will connect to the one that is running.

    Desktop Object Method

    Cleanup

    Cleanup

    Use the Cleanup method of the Desktop object to perform housekeeping for the

    desktop class. Call this method before setting the desktop object to Nothing.

    Syntax

    Public Function Cleanup()

    Example

    Public WithEvents gDesktop As DesktopSub DisconnectDesktop()

    If Not (gDesktop Is Nothing) ThengDesktop.CleanupSet gDesktop = Nothing

    End IfEnd Sub

    Desktop Object Properties

    Domains, IsReady, UserName, SelectedItems

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    Iterate through a Collection of Domain Objects

    Use the Domains property of the Desktop object to return a collection that contains

    Domain objects that are indexed by Workflow Domain name.

    Syntax

    Public Property Get Domains() As Domains

    Example

    Public WithEvents gDesktop As DesktopDim Dom As Domain

    List1.ClearFor Each Dom In gDesktop.Domains

    List1.AddItem Dom.Name

    Next DomList1.ListIndex = List1.ListCount 1

    Determine if Desktop is Ready

    Use the IsReady property of the Desktop object to determine whether the Desktopexecutable is ready to handle object model requests.

    Syntax

    Public Property Get IsReady() As Boolean

    Example

    Public WithEvents gDesktop As Desktop

    If gDesktop.IsReady = False ThenList4.AddItem Waiting for Desktop to become ready.

    Reference the e-Workflow & Imaging User Name

    Use the UserName property of the Desktop object to get the e-Workflow & Imaginguser name of the currently logged in session.

    Syntax

    Public Property Get UserName() As String

    ExamplePublic WithEvents gDesktop As DesktopList1.AddItem gDesktop.UserName

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    Iterate Through a Collection of Object_ID Strings

    Use the SelectedItems property of the Desktop object to return a collection of

    Object_ID strings. These strings can be used to index into a Workitems collection. The

    Object_Ids in the collection are the currently selected Workitems on the desktop.

    Syntax

    Public Property Get SelectedItems() As Workitems

    Public Property Set SelectedItems() NewValue As Workitems

    Example

    Public WithEvents gDesktop As DesktopDim Wi As workitem

    For i = 1 To gDesktop.SelectedItems.CountSet Wi = gDesktop.SelectedItems(i)

    List3.AddItem Wi.NameList3.Selected(List3.NewIndex) = Wi.IsReserved

    Next I

    Desktop Object Events

    The Desktop Object events in this section are listed in alphabetical order.

    AfterLogin

    The AfterLogin event is used to signal that a user has established a session with a

    Workflow Domain.

    Syntax

    Public Event AfterLogin(Domain As domain)

    Domain is a reference a Domain object on which the event occurred.

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    BeforeDocumentViewerOpen

    When the Document Viewer for a workitem is about to be opened the following event

    will be raised by the Desktop class.

    Syntax

    Public Event BeforeDocumentViewerOpen(Workitem As Workitem, Cancel As Integer)

    Workitem An object that represents the workitem for which the event has

    occurred.

    Cancel Determines whether Client Work Manager displays the Document

    Viewer. If the Object Model client sets the Cancel parameter totrue, Client Work Manager does not display the Document Viewer.If the Object Model client sets the Cancel parameter to false, Client

    Work Manager displays the Document Viewer. The default value isfalse.

    BeforeIndexFormOpen

    When an index form for a workitem is about to be opened the BeforeIndexFormOpen

    event will be raised by the Desktop class. This event signifies that Client WorkManager is attempting to display the index form for a workitem. This event is raised

    regardless of the origin of the request to open the index form. In other words, theevent will be raised whether the user selected the Index (ID_Index) tool from a toolbar

    or menu bar and when the Document AutoView Index Form user preference option ison and the document viewer has been opened.

    Syntax

    Public Event BeforeIndexFormOpen(Workitem As Workitem,Cancel as Integer)

    Workitem An object that represents the workitem for which the event

    occurred.

    Cancel Determines whether Client Work Manager displays the index form

    or not. If the object model client sets the Cancel parameter to true,Client Work Manager will not display the index form. If the object

    model client sets the Cancel parameter to false, Client WorkManager will display the index form. The default value is false.

    Programming Note:If the client program wants to display their own custom indexform, it should set the Cancel parameter to true set a timer and return to Client Work

    Manager. When the timer goes off, display the custom index form.

    Examples

    See the WMTest sample and the ScanManager.vba project in the Samples directory

    on the installation CD.

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    BeforeLogin

    The BeforeLogin event is used to signal that the Client Work Manager log in dialog isabout to be displayed. This event can be used to bypass the Client Work Manager log

    in dialog, which allows the object model client program to present a custom log indialog or determine the login parameters using some other mechanism.

    Syntax

    Public Event BeforeLogin(UserName As String,Password As String,

    DomainName As String,RoleName As String,

    ShowLoginUI As Integer,Cancel As Integer)

    UserName The name of the InfoImage user.

    Password The InfoImage password for the user.

    DomainName The name of the Workflow Domain to use forthe log in process.

    RoleName The name of the role to use for this user afterlogin. If this is a valid role for the user, the

    Select Role dialog will not display.

    ShowLoginUI Determines whether the logon dialog shoulddisplay. (True/False)

    Cancel Determines whether the log in process is to be abortedor continued.

    BeforeNoteViewerOpen

    When a Note viewer for a note in a workitem is about to be opened the following

    event will be raised by the Desktop class.

    Syntax

    Public Event BeforeNoteViewerOpen(Note As Note, Cancel As Integer)

    Note An object that represents the Note for which the event has

    occurred.

    Cancel Determines whether Client Work Manager displays the note

    viewer. If the Object Model client sets the Cancel parameter totrue, Client Work Manager does not display the Note viewer. If theObject Model client sets the Cancel parameter to false, Client Work

    Manager displays the Note viewer. The default value is false.

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    Programming Note:If the client program chooses to display a custom note viewer

    form, the program should set the Cancel parameter to true, set a timer, and the returnto Client Work Manager. Then, when the timer goes off, display the note viewer indexform.

    Example

    See the WMTest sample program in the Samples directory on the installation CD.

    BeforeQueryFormOpen

    When a query form is about to be opened the following event will be raised by theDesktop class.

    Syntax

    Public Event BeforeQueryFormOpen

    (FormName As String,FormFields As FormFields,,

    Cancel As Integer)

    FormName The name of the form about to open.

    FormFields A collection of FormField objects.

    Cancel Determines whether Client Work Manager displays the query form.If the Object Model client sets the Cancel parameter to true, Client

    Work Manager does not display the query form. If the ObjectModel client sets the Cancel parameter to false, Client Work

    Manager displays the query form. The default value is false.

    Programming Note:If the client program chooses to display a custom query form,the program should set the Cancel parameter to true, set a timer, and the return to

    Client Work Manager. Then, when the timer goes off, display the query form.

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    BeforeQueryResultsDisplay

    When a query result is about to be displayed, the Desktop class will raise the

    following event.

    Syntax

    Public Event BeforeQueryResultsDisplay(Workitems As Workitems, Modified As

    Integer)

    Workitems The collection of workitem objects that is the result of a query. Thiscollection can be modified to allow for filtering of data before thequery result is displayed. The Modified parameter is used to signify

    the collection has been modified.

    Modified A Boolean that represents whether the Object Model client has

    modified the workitems collection object. This tells the Client WorkManager to display the modified data.

    BeforeQueryRetrieve

    When a workitem is about to be retrieved from a query results list the Desktop class

    will raise the following event.

    Syntax

    Public Event BeforeQueryRetrieve

    (Workitem As Workitem,Cancel As Integer)

    Workitem An object that represents the workitem object that is about to be

    retrieved.

    Cancel Determines whether Client Work Manager retrieves the workitem.

    If the Object Model client sets the Cancel parameter to true, ClientWork Manager does not retrieve the workitem. If the Object Modelclient sets the Cancel parameter to false, Client Work Manager

    retrieves the workitem. The default value is false.

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    BeforeQueueContentsDisplay

    When the contents of a queue are about to be displayed, the Desktop class will raisethe following event.

    Syntax

    Public Event BeforeQueueContentsDisplay(Workitems As Workitems,

    Modified As Integer)

    Workitem The collection of workitem objects that is the contents of a queue.

    This collection can be modified to allow for filtering of data beforethe queue contents is displayed. The Modified parameter is used to

    signify the collection has been modified.

    Modified A Boolean that represents whether the Object Model client has

    modified the workitems collection object. This tells the Client Work

    Manager to display the modified data.

    BeforeQueueRetrieve

    When a workitem is about to be retrieved from a queue the Desktop class will raise

    the following event.

    Syntax

    Public Event BeforeQueueRetrieve

    (Workitem As Workitem,Cancel As Integer)

    Workitem An object that represents the workitem object that is about to beretrieved.

    Cancel Determines whether Client Work Manager retrieves the workitem.If the Object Model client sets the Cancel parameter to true, Client

    Work Manager does not retrieve the workitem. If the Object Modelclient sets the Cancel parameter to false, Client Work Manager

    retrieves the workitem. The default value is false.

    BeforeTerminate

    The BeforeTerminate event is used to signal that the Client Work Manager is about to

    terminate. This event can be used to stop Client Work Manager from terminating.

    Syntax

    BeforeTerminate(Cancel As Integer)

    Cancel Determines whether the terminate process will be stopped orcontinued.

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    BeforeWorkitemClose

    When a workitem is about to be closed the Desktop class will raise the followingevent.

    Syntax

    Public Event BeforeWorkitemClose(Workitem As Workitem,

    SaveChanges As Boolean,Cancel As Integer)

    Workitem An object that represents the workitem object that is about to beclosed.

    SaveChanges A Boolean that states if the workitem is to be saved before it isclosed.

    Cancel Determines whether Client Work Manager closes the workitem. If

    the Object Model client sets the Cancel parameter to true, ClientWork Manager does not close the workitem. If the Object Modelclient sets the Cancel parameter to false, Client Work Manager

    closes the workitem. The default value is false.

    BeforeWorkitemCreate

    When a workitem is about to be created the Desktop class will raise the followingevent.

    Syntax

    Public Event BeforeWorkitemCreate

    (WorkitemName As String,WorkitemType As WorkitemTypeConstants,WorkitemClass As String,CopyCurrentValues As Boolean,

    Cancel As Integer)

    WorkitemName The name of the new workitem.

    WorkitemType The type of workitem to create; 1=Document, 2=Folder.

    WorkitemClass The class of the new workitem. This class must already bedefined in the system. Class names are case-sensitive.

    CopyCurrentValues Determines whether index values are copied from the

    workitem that is currently selected in the grid. True or False.

    Cancel Determines whether Client Work Manager creates the

    workitem. If the Object Model client sets the Cancelparameter to true, Client Work Manager does not retrieve theworkitem. If the Object Model client sets the Cancel

    parameter to false, Client Work Manager retrieves theworkitem. The default value is false.

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    BeforeWorkitemFile

    When a workitem is about to be filed into a folder the Desktop class will raise thefollowing event.

    Syntax

    Public Event BeforeWorkitemFile(Workitem As Workitem,

    Folder As Workitem,Cancel As Integer)

    Workitem An object that represents the workitem object that is about to befiled.

    Folder The folder object into which the workitem is to be filed.

    Cancel Determines whether Client Work Manager files the workitem. If theObject Model client sets the Cancel parameter to true, Client Work

    Manager does not file the workitem. If the Object Model client setsthe Cancel parameter to false, Client Work Manager files theworkitem. The default value is false.

    BeforeWorkitemOpen

    When a workitem is about to be opened the Desktop class will raise the following

    event.

    Syntax

    Public Event BeforeWorkitemOpen(Workitem As Workitem, Cancel As Integer)

    Workitem An object that represents the workitem object that is about to beopened.

    Cancel Determines whether Client Work Manager opens the workitem. If

    the Object Model client sets the Cancel parameter to true, ClientWork Manager does not open the workitem. If the Object Model

    client sets the Cancel parameter to false, Client Work Manageropens the workitem. The default value is false.

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    BeforeWorkitemRemoveFromDesktop

    When a workitem is about to be removed from the desktop (desk delete) the Desktopclass will raise the following event.

    Syntax

    Public Event BeforeWorkitemRemoveFromDesktop(Workitem As Workitem,

    SaveChanges As Boolean,Cancel As Integer)

    Workitem An object that represents the workitem object that is about to beremoved from the desktop.

    SaveChanges A Boolean that indicates whether to save the workitem savedbefore removing it from the desktop.

    Cancel Determines whether Client Work Manager DeskDeletes the

    workitem. If the Object Model client sets the Cancel parameter totrue, Client Work Manager does not DeskDelete the workitem. Ifthe Object Model client sets the Cancel parameter to false, Client

    Work Manager DeskDeletes the workitem. The default value isfalse.

    BeforeWorkitemReserve

    When a workitem is about to be reserved for changes the Desktop class will raise the

    following event.

    Syntax

    Public Event BeforeWorkitemReserve (Workitem As Workitem, Cancel As Integer)

    Workitem An object that represents the workitem object that is about to bereserved.

    Cancel Determines whether Client Work Manager reserves the workitem.

    If the Object Model client sets the Cancel parameter to true, ClientWork Manager does not reserve the workitem. If the Object Modelclient sets the Cancel parameter to false, Client Work Manager

    reserves the workitem. The default value is false.

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    BeforeWorkitemSave

    When a workitem is about to be saved the Desktop class will raise the followingevent.

    Syntax

    Public Event BeforeWorkitemSave (Workitem As Workitem, Cancel As Integer)

    Workitem An object that represents the workitem object that is about to besaved.

    Cancel Determines whether Client Work Manager saves the workitem. Ifthe Object Model client sets the Cancel parameter to true, Client

    Work Manager does not save the workitem. If the Object Modelclient sets the Cancel parameter to false, Client Work Managersaves the workitem. The default value is false.

    BeforeWorkitemSend

    When a workitem is about to be sent the Desktop class will raise the following event.

    Syntax

    Public Event BeforeWorkitemSend(Workitem As Workitem,

    SendOptions As WorkitemSendConstants,colQueueNames As Collection,

    Cancel As Integer)

    Workitem An object that represents the workitem object that is about to

    be sent.SendOptions Defines how the workitem is to be handled. The possible values

    are:

    wmSendOptionsToDefault = 1wmSendOptionsReturn = 2

    wmSendOptionsToQueues = 4wmSendOptionsRetain = 8

    colQueueNames A collection of queues where to send workitems.

    Cancel Determines whether Client Work Manager sends the workitem.

    If the Object Model client sets the Cancel parameter to true,Client Work Manager does not send the workitem. If the Object

    Model client sets the Cancel parameter to false, Client WorkManager sends the workitem. The default value is false.

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    BeforeWorkitemSysDelete

    When a workitem is about to be removed from the system (System Delete) theDesktop class will raise the following event.

    Syntax

    Public Event BeforeWorkitemSysDelete(Workitem As Workitem,, Cancel As Integer)

    Workitem An object that represents the workitem object that is about tobe removed from the system.

    Cancel Determines whether Client Work Manager SysDeletes theworkitem. If the Object Model client sets the Cancel parameter

    to true, Client Work Manager does not SysDelete the workitem.If the Object Model client sets the Cancel parameter to false,Client Work Manager SysDeletes the workitem. The default

    value is false.

    BeforeWorkitemUnfile

    When a workitem is about to be unfiled from a folder the Desktop class will raise thefollowing event.

    Syntax

    Public Event BeforeWorkitemUnfile(Workitem As Workitem, Folder As Workitem, Cancel As Integer)

    Workitem An object that represents the workitem object that is about to be

    unfiled.

    Folder The folder object from which the workitem is to be unfiled.

    Cancel Determines whether Client Work Manager unfiles the workitem. Ifthe Object Model client sets the Cancel parameter to true, Client

    Work Manager does not unfile the workitem. If the Object Modelclient sets the Cancel parameter to false, Client Work Manager

    unfiles the workitem. The default value is false.

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    BeforeWorkitemUnreserve

    When a workitem is about to be unreserved the Desktop class will raise the followingevent.

    Syntax

    Public Event BeforeWorkitemUnreserve (Workitem As Workitem, Cancel As Integer)

    Workitem An object that represents the workitem object that is about to beunreserved.

    Cancel Determines whether Client Work Manager unreserves theworkitem. If the Object Model client sets the Cancel parameter to

    true, Client Work Manager does not unreserve the workitem. If theObject Model client sets the Cancel parameter to false, Client WorkManager unreserves the workitem. The default value is false.

    DocumentViewerClosed

    When the Document Viewer for a workitem is closed the following event will be

    raised by the Desktop class.

    Syntax

    Public Event DocumentViewerClosed(Workitem As Workitem)

    Workitem An object that represents the workitem for which the event has

    occurred.

    DocumentViewerOpen

    When the document viewer for a workitem has been opened the following event will

    be raised by the Desktop class.

    Syntax

    Public Event DocumentViewerOpen(Workitem As Workitem)

    Workitem An object that represents the workitem for which the event hasoccurred.

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    DocumentViewerUIAction

    The Desktop class will raise the DocumentViewerUIAction event when a userinterface action has occurred in the Document Viewer. The Document Viewer will

    raise the UIActionEvent event, Client Work Manager then forwards to the Client WorkManager Object Model clients as the DocumentViewerUIAction event.

    Syntax

    Public Event DocumentViewerUIAction(Workitem As Workitem,sAction as String,

    sItem as String,sUndefined As String,

    bCancel as Boolean)

    Workitem An object that represents the workitem for which the event hasoccurred.

    sAction A string defining the UI Action.

    sItem An optional event parameter defining an item relevant to UI Action.

    sUndefined An additional parameter not yet defined (reserved for future use).

    bCancel A Boolean flag to cancel UI Action (not applicable to all actionevents)

    Example

    See the WMTest sample program in the Samples directory on the installation CD.

    IndexFormClosed

    When an index form for a workitem is closed the following event will be raised by theDesktop class.

    Syntax

    Public Event IndexFormClosed(Workitem As Workitem)

    Workitem An object that represents the workitem for which the event has

    occurred.

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    IndexFormOpen

    When an index form for a workitem has been opened the following event will beraised by the Desktop class.

    Syntax

    Public Event IndexFormOpen(Workitem As Workitem)

    Workitem An object that represents the workitem for which the event hasoccurred.

    IndexFormSaved

    When an index form for a workitem has been saved the following event will be raisedby the Desktop class.

    Syntax

    Public Event IndexFormSaved(Workitem As Workitem)

    Workitem An object that represents the workitem for which the event hasoccurred.

    Monitor

    The Monitor event is used to signal when a transaction of the type that is listed in theNotifyTrans definition has occurred. This event will occur when the Client Work

    Manager user initiated a transaction to occur or an object model client initiated thetransaction. The Monitor event is similar to the existing Notify event. The Notify eventis always returned to the object model client that initiated a transaction. The Monitor

    event raises the same information as the Notify event and raises the event to allobject model clients that are connected to the Client Work Manager object model.

    Syntax

    Public Event Monitor(NotifyProps As iiCollection,

    NotifyTrans As NoticeActionConstants,NotifyType As NoticeTypeC onstants,

    NotifyError As wmError)

    NotifyProps is a collection of the various property variables. See the iiCollection class

    for details in the this guide.

    propWorkitem = 1propPage = 2

    propFileName = 3propQueueNames = 4propSendOptions = 5

    propFolder = 6propClassName = 7

    propWorkflowLocations = 8

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    propWorkitems = 9

    propQueueName = 10propDomainName = 11propPrintRequest = 12

    propFaxRequest = 13propWorkitemModificationType = 14

    NotifyTrans is the type of transaction that has occurred.

    wmReserveWorkitem = 1wmUnReserveWorkitem = 2

    wm RemoveFromDesktop = 3wmCreateWorkitem = 4

    wmSav eWorkitem = 5wm AddImagePage = 6

    wmA ddImport = 7wmAddNote = 8

    wmSaveAsFile = 9wmDeletePage = 10wmSendWorkitem = 11

    wmFileIntoFolder = 12wmRemoveFromFolder = 13

    wmReclassifyWorkitem = 14wmQueueGetNextWorkitem = 15

    wmQueueGetContents = 16wmQueueRetrieveWorkitem = 17wmPrintRequest = 18

    wmFaxRequest = 19wmQuery = 20

    wmRetrieveWorkitem = 21

    wmOpenWorkitem = 22wmWorkitemModified = 23

    NotifyType is the type of notification for the transaction.

    wmNoticeActivity = 1

    wmNoticeCompleted = 2wmNoticeErrored = 3

    NotifyError is a reference to an error class if an error has occurred.

    New Enumeration for workitem modifications

    The NotifyTrans value wmWorkitemModified is raised when CAL raises theModifyItem event. The workitem object is found in the NotifyProps collectionparameter using the propWorkitem enumeration value as the key. The ModifyItem

    ActionCode parameter is found in the NotifyProps collection parameter using thepropWorkitemModificationType enumeration value as the key.

    Public Enum WorkitemModificationType

    wmModifyCLItemSetRetain = 24wmModifyDocImportReclassify = 22

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    wmModifyDocImportRename = 21

    wmModifyDocImportsAdd = 3wmModifyDocImportsRemove = 4wmModifyDocImportUpdate = 23

    wmModifyDocumentPagesImport = 0wmModifyDocumentReclassify = 2

    wmModifyDocumentSetName = 1wmModifyFChildrenAdd = 5

    wmModifyFChildrenRemove = 6wmModifyFolderChildStatus = 25wmModifyFolderReclassify = 10

    wmModifyFolderSetName = 9wmModifyFormFieldStatus = 8

    wmModifyFormFieldValue = 7wmModifyImportReclassify = 13

    wmModifyImportSetName = 12wmModifyImportUpdate = 11

    wmModifyMarkupBkgColor = 27wmModifyMarkupBorder = 33wmModifyMarkupBorderColor = 30

    wmModifyMarkupFontName = 35wmModifyMarkupFontSize = 36

    wmModifyMarkupFontStyle = 37wmModifyMarkupPatternColor = 28

    wmModifyMarkupPatternType = 31wmModifyMarkupPosition = 40wmModifyMarkupRotateWithImage = 34

    wmModifyMarkupSubType = 26wmModifyMarkupText = 38

    wmModifyMarkupTextColor = 29

    wmModifyMarkupTransparent = 32wmModifyMarkupZOrder = 39wmModifyNoteName = 41wmModifyNotesAdd = 16

    wmModifyNotesRemove = 17wmModifyNoteText = 42

    wmModifyPageMarkupsAdd = 14wmModifyPageMarkupsRemove = 15

    wmModifyPageModified = 44wmModifyPageMoved = 45wmModifyPagesAdd = 19

    wmModifyPageSetName = 18

    wmModifyPageSetUserData = 42wmModifyPagesRemove = 20End Enum

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    NoteViewerClosed Event

    When the note viewer for a workitem is closed the following event will be raised bythe Desktop class.

    Syntax

    Public Event NoteViewerClosed()

    Notify

    Use the Notify event to signal the client when an action has occurred.

    Syntax

    Public Event Notify

    NotifyProps As iiCollection,NotifyTrans As NoticeActionConstants,

    NotifyType As NoticeTypeConstants,NotifyError As wmError)

    NotifyProps is a collection of the various property variables. See the iiCollection classfor details.

    propWorkitem = 1

    propPage = 2propFileName = 3

    propQueueNames = 4propSendOptions = 5

    propFolder = 6

    propClassName = 7propWorkflowLocations = 8

    propWorkitems = 9propQueueName = 10

    propDomainName = 11propPrintRequest = 12

    propFaxRequest = 13

    NotifyTrans is the type of transaction that has occurred.

    wmReserveWorkitem = 1wmUnReserveWorkitem = 2

    wmRemoveFromDesktop = 3wmCreateWorkitem = 4

    wmSaveWorkitem = 5wmAddImagePage = 6

    wmAddImport = 7wmAddNote = 8wmSaveAsFile = 9

    wmDeletePage = 10wmSendWorkitem = 11

    wmFileIntoFolder = 12wmRemoveFromFolder = 13

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    wmReclassifyWorkitem = 14

    wmQueueGetNextWorkitem = 15wmQueueGetContents = 16wmQueueRetrieveWorkitem = 17

    wmPrintRequest = 18wmFaxRequest = 19

    wmQuery = 20wmRetrieveWorkitem = 21

    wmOpenWorkitem = 22

    NotifyType is the type of notification for the transaction.

    wmNoticeActivity = 1

    wmNoticeCompleted = 2wmNoticeErrored = 3

    NotifyError is a reference to an error class if an error has occurred. Refer to the

    wmError object for a description of its properties to use when handling errors in anapplication.

    Example

    Private Sub gDesktop_Notify(NotifyProps As WorkMan.iiCollection, NotifyTrans As_

    WorkMan.NoticeActionConstants, NotifyType AsWorkMan.NoticeTypeConstants, _

    NotifyError As WorkMan.wmError)

    Dim nstring As StringDim workitem As workitemDim fn As String

    Dim Folder As workitemDim s As String

    Dim prq As PrintRequestOn Error Resume Next

    Set workitem = NotifyProps(propWorkitem)Debug.Print NotifyError.Number; NotifyError.Source

    Select Case (NotifyType)Case wmNoticeActivity

    nstring = ActivityCase wmNoticeCompleted

    nstring = CompletedCase wmNoticeErrored

    nstring = ErroredEnd Select

    Select Case (NotifyTrans)Case wmReserveWorkitem

    List4.AddItem nstring & & Workitem Event: Reserve & workitem.Name&_ ; & NotifyError.Description

    Case wmUnReserveWorkitemList4.AddItem nstring & & Workitem Event: UnReserve

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    workitem.Name &_ ; & NotifyError.Description

    Case wmRemoveFromDesktopList4.AddItem nstring & & Workitem Event: Remove From Desktop &_workitem.Name & ; & NotifyError.Description

    Case wmCreateWorkitemList4.AddItem nstring & & Workitem Event: Create Workitem &_

    workitem.Name & ; & NotifyError.DescriptionIf mAutoCreate Then

    Call AutoIndex(workitem)End If

    Case wmSaveWorkitemList4.AddItem nstring & & Workitem Event: Save Workitem & _

    workitem.Name ; & NotifyError.DescriptionCase wmAddImagePage

    List4.AddItem nstring & & Workitem Event: Add Image Page &_workitem.Name & ; & NotifyError.Description

    Case wmAddImportList4.AddItem nstring & & Workitem Event: Add Import &workitem.Name _ & ; & NotifyError.Description

    Case wmAddNoteList4.AddItem nstring & & Workitem Event: Add Note & workitem.Name

    & _ ; & NotifyError.DescriptionCase wmDeletePage

    List4.AddItem nstring & & Workitem Event: Delete Page & from_& workitem.Name & ; & NotifyError.Description

    Case wmSaveAsFile

    Set mpage = NotifyProps(propPage)fn = NotifyProps(propFileName)

    List4.AddItem nstring & & Workitem Event: Save As File & fn & from

    _ & workitem.Name & ; & NotifyError.DescriptionCase wmSendWorkitem

    List4.AddItem nstring & & Workitem Event:Send & workitem.Name & ; &_ NotifyError.Description

    Case wmFileIntoFolder

    Set Folder = NotifyProps(propFolder)List4.AddItem nstring & & Workitem Event:File Into Folder _

    & workitem.Name & >> & Folder.Name & ; & NotifyError.DescriptionCase wmRemoveFromFolder

    Set Folder = NotifyProps(propFolder)

    List4.AddItem nstring & & Workitem Event: Remove From Folder &_

    workitem.Name &

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    Case wmQueueGetContents

    s = NotifyProps(propQueueName)List4.AddItem nstring & & Queue Event: GetContents & s & : &_NotifyError.Description

    Case wmQueueRetrieveWorkitems = NotifyProps(propQueueName)

    List4.AddItem nstring & & Queue Event:Retrieve From Queue & s & got &_ workitem.Name & : & NotifyError.Description

    Case wmPrintRequestSet prq = NotifyProps(propPrintRequest)

    List4.AddItem nstring & & Workitem Event:Print Request: &workitem.Name_ & submitted to & prq.QueueName &

    NotifyError.DescriptionEnd Select

    List4.ListIndex = List4.ListCount - 1

    List1_Click

    End Sub

    Terminate

    The Terminate event occurs when the desktop is about to end.

    Syntax

    Public Event Terminate( )

    Example

    Private WithEvents mDesktop As Desktop

    Private Sub mDesktop_TerminateCall DisconnectDesktop

    MsgBox The Client Work Manager is terminating.End Sub

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    ToolClick

    The ToolClick event is raised when the user clicks on any tool in the main menu bar ortoolbar of Client Work Manager and the popup menus from the GRID and ShortCutBar.

    The ability to cancel the Client Work Manager default behavior for a tool is provided bythe Cancel parameter.

    Syntax

    Public Event ToolClick(Tool_ID As String, Cancel As Integer)

    Tool_ID The unique identifier for a tool in a Toolbar definition file (.atb)

    Cancel Determines whether Client Work Manager should perform the

    default behavior of the tool that was clicked. If the object modelclient sets the Cancel parameter to true, Client Work Managerwill not process the selected tool. If the object model client sets

    the Cancel parameter to false, Client Work Manager will process

    the selected tool. The default value is false.

    Programming Note:If the client program wants to perform a custom behavior for

    the tool that was clicked, it should set the Cancel parameter to true set a timer andreturn to CWM. When the timer goes off, perform the custom behavior.

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    Domain Object

    The Domain object enables you to create and modify workitems on the WorkflowDomain to which it is connected.

    Domain Object Methods

    CreateWorkitem, Query, RetrieveWorkitem, and RetrieveWorkitemByID

    CreateWorkitem

    Use the CreateWorkitem method to create a new workitem that is added to the

    desktop as a retained item and is returned both opened and reserved.

    When a workitem is created, it is given a temporary object ID by which it can be

    uniquely identified. When the new workitem is first saved, the system assigns it apermanent object ID and the temporary ID is no longer valid. Therefore, the client

    application should update any references to the workitems ID immediately after it issaved for the first time. Returns from this method are made through the Desktop

    class, Notify event.

    NotifyProps contents

    Key Data Type

    PropWorkitem Workitem Object

    Syntax

    Public Sub CreateWorkitem(WorkitemName As String, WorkitemType As _WorkitemTypeConstants,WorkitemClass As String)

    WorkitemName The external name of the new workitem. It must not

    contain * (asterisk sign), % (percent),/ (slash),\ (backslash), or tabcharacters.

    WorkitemTypeConstants Must be either wmTypeDOCUMENT orwmTypeFOLDER.

    WorkitemClass Must already be defined in the system. Class namesare case-sensitive.

    Example

    Dim Dom As DomainDim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)

    Dim i As IntegerFor i = 1 To 3

    Dom.CreateWorkitem Auto Test & i, wmTypeDocument, INVOICE2

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    Next

    End Sub

    QueryUse the Query method to perform a query on workitems. Returns from this method

    are made through the Desktop class Notify event. In addition to explicit search values(.Value = Smith) with or without the use of a wildcard (.Value = Smith%), search

    values may also specify relative values, by preceding the value with the characters >,=, =M), or multiple explicit values (OR query .Value =A|C|R|X). If the FormField is a date (FormField.DataType = wmFormTypeDate) then a

    date-range may also be specified. (.Value >=1/1/1999

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    If Domain.Name = Then Exit Sub

    Set Dom = gDesktop.Domains(DomainName)For i = 1 to Dom.QueryForms.Count

    List1.Additem Dom.QueryForms.Item(i).Name

    formname = Dom.QueryForms(i).formnameSet flds = Dom.FormFields(formname)

    flds(fieldname).Value = fieldvalueSet qform = Dom.QueryForms (i)

    Dom.Query flds, qform.QueryType, wmQueryLocationArchive, 20, qformSet CurQWorkitesm = UeWI.CurrentQWorkitemsFor each workitem in CurQWorkitems

    Dom.RetrieveWorkitem workitem, True, FalseList1.AddItem Domain Event: Retrieved Workitem& workitem.Name

    Next workitemNext

    End Sub

    QueryEx

    Use the QueryEx method in the Domain Class to search for workitems and display the

    results in the Client Work Manager detail pane. You can use the QueryEx method toreplace the preceding Query method.

    Syntax

    Public Sub QueryEx(QryFields As FormFields, _QueryType As wmQueryTypeConstants, _

    QueryLocation As wmQueryLocationConstants, _MaxMatches As Long, _QueryForm As QueryForm, _

    TreeNodeKey As St ring, _Optional bShowResults As Boolean = False)

    QryFields The form fields collection of values on to query.

    QryType Either wmQueryTypeDocument or wmQueryTypeFolder.

    QueryLocation Either wmQueryLocationDomain or wmQueryLocationArchive.

    MaxMatches The maximum number of matches requested.

    QueryForm The query form object for a form.

    TreeNodeKey The key to the query form node or the query results node

    location to which the query result will be placed.

    bShowResults Either True or False. Determines whether to display the results

    in the Client Work Manager Detail pane.

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    RetrieveWorkitem

    Use the RetrieveWorkitem method to retrieve a workitem to the desktop that was the

    result of a query. Note that the workitem is not opened. An explicit open of a

    workitem must be done. See Workitem Object, OpenWorkitem Method. Returns fromthis method are made through the Desktop class Notify event.

    NotifyProps contents: for wmNoticeErrored

    Key Data Type

    PropWorkitem Workitem Object

    PropDomainName String

    NotifyProps contents: for wmNoticeCompleted

    Key Data Type

    PropWorkitem Workitem Object

    Syntax

    Public Sub RetrieveWorkitem(Workitem As Workitem, ReserveOption As Boolean,_AutoViewOption As Boolean)

    Note that ReserveOptionand AutoViewOptionare not used in this version. SeeWorkitem Object, OpenWorkitem Method.

    Example

    See the example for the Query method of the Domain object.

    RetrieveWorkitemByID

    Use the RetrieveWorkitemByID method to retrieve a workitem to the desktop when

    only the Object_ID is known. Note that the workitem is not opened. An explicit openof a workitem must be done. See Workitem Object, OpenWorkitem Method.

    Returns from this method are made through the Desktop class Notify event.

    NotifyProps contents: for wmNoticeErrored

    Key Data Type

    PropWorkitem Workitem Object

    PropDomainName String

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    NotifyProps contents: for wmNoticeCompleted

    Key Data Type

    PropWorkitem Workitem Object

    Syntax

    Public Sub RetrieveWorkitemByID(ObjectID As String, ReserveOption As Boolean,_AutoViewOption As Boolean)

    Note that ReserveOption and AutoViewOption are not used in this version. See

    Workitem Object, OpenWorkitem Method.

    Example

    Static ID As String

    Dim DomainName As StringDim Dom As domain

    ID = InputBox$(Please enter the Object ID of the workitem to retrieve.,_Retrieve by ID ID)

    If ID = Then Exit Sub

    DomainName = List1.List(List1.ListIndex)If DomainName = Then Exit Sub

    Set Dom = gDesktop.Domains(DomainName)Dom.RetrieveWorkitemByID ID, False, True

    Domain Object Properties

    EscalateQueue, FormFields, FunctionalSecurity, ImportClasses, ISSignedOn, Name,QueryForms, WorkflowQueues, WorkflowVariables, WorkitemClasses, and Workitems

    Retrieve Escalation Queue Name

    Use the EscalateQueue property of the Domain object to find the name of the queuedefined by an Administrator for escalation purposes.

    Syntax

    Public Property Get EscalateQueue() As String

    Example

    Dim DomainName As String

    Dim Dom As domainDim msg As String

    DomainName = List1.List(List1.ListIndex)If DomainName = Then Exit SubSet Dom = gDesktop.Domains(DomainName)

    If Dom.EscalateQueue = Thenmsg = Escalate Queue has not been defined for this user.

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    Else

    msg = Escalate Queue is & Dom.EscalateQueueEnd IfMsgBox msg

    Retrieve Form Fields in the Specified Form Name

    Use the FormFields property of the Domain object to retrieve the form fields

    contained in the specified FormName. FieldName indexes FormFields.

    Syntax

    Public Property Get FormFields(FormName As String) As FormFields

    Example

    Dim Dom As Domain

    Dim ffield As FormFieldDim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)

    For each ffield in Dom.FormFieldsfrmFormFields.Combo1.AddItem ffield.FieldName

    Next ffieldfrmFormFields.Show 1

    Determine Functional Security Privileges

    Use the FunctionalSecurity property of the Domain object to determine the current

    users functional security privileges.

    Syntax

    Public Property Get FunctionalSecurity(WhatFunction As wmSecurity) As wmAbility

    The argument WhatFunction may be one of the following constants:

    wmSecurityNoteCreate = 1wmSecurityNoteModify = 2

    wmSecurityNoteDelete = 3wmSecurityMarkupCreate = 4

    wmSecurityMarkupModify = 5wmSecurityMarkupDelete = 6

    wmSecurityDocPrintFax = 7wmSecurityDocReserve = 8wmSecurityDocIndex = 9

    wmSecurityDocName = 10wmSecurityDocImport = 11

    wmSecurityDocExport = 12wmSecurityDocImportImage = 13

    wmSecurityDocExportImage = 14wmSecurityDocFile = 15

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    wmSecurityDocUnfile = 16

    wmSecurityDocReclassify = 17wmSecurityDocScan = 18wmSecurityDocCut = 19

    wmSecurityDocCopy = 20wmSecurityDocPaste = 21

    wmSecurityDocDelete = 22wmSecurityDocPreferences = 23

    wmSecurityDocImportNew = 24wmSecurityDocScanSetup = 25wmSecurityDesktopFileCabinet = 26

    wmSecurityDesktopInBox = 27wmSecurityDesktopOutBox = 28

    wmSecurityDesktopScanner = 29wmSecurityDesktopFormsCreator = 30

    wmSecurityDesktopBatchPrint = 31wmSecurityDesktopSystemConsole = 32

    wmSecurityFolderReserve = 33wmSecurityFolderIndex = 34wmSecurityFolderName = 35

    wmSecurityFolderImport = 36wmSecurityFolderExport = 37

    wmSecurityFolderFile = 38wmSecurityFolderUnfile = 39

    wmSecurityFolderPrintFax = 40wmSecurityFolderReclassify = 41wmSecurityFolderCut = 42

    wmSecurityFolderCopy = 43wmSecurityFolderPaste = 44

    wmSecurityFolderDelete = 45

    wmSecurityFolderCreateSubfolder = 46wmSecurityFolderImportNew = 47wmSecurityPagePrintFax = 48wmSecurityResultsViewerPrintFax = 49

    wmSecurityResultsViewerRetrieveReserved = 50wmSecurityScanOptions = 51

    wmSecurityScanLoadProfile = 52

    wmAbility may be one of the following constants:

    wmAbilityNo = 0

    wmAbilityYes = 2

    wmAbilityYesIfCreator = 1

    Example

    Dim Dom As DomainDim ffield As FormField

    Dim DomainName As StringDomainName = List1.List(List1.ListIndex)

    Set Dom = gDesktop.Domains(DomainName)

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    If Dom.FunctionalSecurity(wmSecurityNoteCreate) = wmAbilityNo Then

    Print No ability to create a Note.

    Retrieve Information on all the Import ClassesUse the ImportClasses property of the Domain object to get all the import classes that

    are defined on this Workflow Domain. ImportClassName indexes ImportClasses.

    Syntax

    Public Property Get ImportClasses() As ImportClasses

    Example

    Dim Dom As DomainDim iclass As ImportClass

    Dim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)

    For each iclass in Dom.ImportClassesfrmImportClasses.Combo1.AddItem iclass.ImportClassName

    Next iclassfrmImportClasses.Show 1

    Determine Whether Workflow Domain Session is Active

    Use the IsSignedOn property of the Domain object to determine if the Workflow

    Domain session is active.

    Syntax

    Public Property Get IsSignedOn() As Boolean

    Example

    Dim Dom As DomainDim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)

    If Dom.IsSignedOn = True ThenPrint Domain session is Active.

    End If

    Retrieve Name of Workflow Domain

    Use the Name property of the Domain object to get the name of the Workflow

    Domain to which this class is connected.

    Syntax

    Public Property Get Name()As Variant

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    Example

    Dim Dom As DomainDim DomainName As String

    DomainName = List1.List(List1.ListIndex)

    Set Dom = gDesktop.Domains(DomainName)Print Dom.Name

    Retrieve the Query Forms

    Use the QueryForms property of the Domain object to get the query forms that are

    contained in the Workflow Domain.

    Syntax

    Public Property Get QueryForms() As QueryForms

    ExampleSee the example for the Query method.

    Retrieve the Items in a Workflow Queue

    Use the WorkflowQueues property of the Domain object to get workflow queueitems, one per queue, existing on this Workflow Domain.

    Syntax

    Public Property Get WorkflowQueues(QueueType As wmQueueTypeConstants) As_WorkflowQueues

    The argument QueueTypesmay be one or more of the following:

    wmQueueTypeSourcewmQueueTypeDestination

    wmQueueTypeMailboxwmQueueTypePrint

    wmQueueTypeFax

    Example

    Dim Dom As Domain

    Dim Que As WorkflowQueueDim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)For each Que in Dom.WorkflowQueues(wmQueueTypePrint)

    frmPrint.Combo1.AddItem Que.QueueNameNext Que

    frmPrint.Show 1

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    Retrieve the Workflow Variables

    Use the WorkflowVariables property of the Domain object to get the requestedworkflow variables, either route variables or user variables.

    Syntax

    Public Property Get WorkflowVariables(Name As String, Category As_wmWorkflowVariableCategory, Optional UserName As String=) As_

    WorkflowVariables

    Name The name of the requested workflow variable. To search for all

    workflow variables, pass an empty string.

    Category Either one of the wmWorkflowVariableCategory categories:

    wmWorkflowVariableCategoryRoute route variables

    wmWorkflowVariableCategoryUser user variables

    UserName The user name for the user variable. This parameter is optional. It isignored if the category is wmWorkflowVariableRoute. To search for all

    users, pass an empty string.

    Example

    Dim Dom As Domain

    Dim WFvar As WorkflowVariableDim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)

    For each WFVar in Dom.WorkflowVariables(, wmWorkflowVariableCategoryRoute)WithWFVarList4.AddItem --------------------

    List4.AddItem Name= & .NameList4.AddItem Comment= & .Comment

    List4.AddItem Modifiable= & .ModifiableList4.AddItem Category= & .Category

    List4.AddItem VariableType= & .VariableTypeEnd With

    Next WFVar

    Retrieve Information on all the Workitem Classes

    Use the WorkitemClasses property of the Domain object to get information on all ofthe workitem classes that are defined in this Workflow Domain. WorkitemClasses isindexed by ClassName.

    Syntax

    Public Property Get WorkitemClasses() As WorkitemClasses

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    Example

    Dim Dom As DomainDim wiclass As WorkitemClass

    Dim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)For each wiclass in Dom.WorkitemClasses

    frmWorkitemClasses.Combo1.AddItem wiclass.ClassName

    Next wiclassfrmWorkitemClasses.Show 1

    Retrieve Workitem Objects That are on the Desktop

    Use the Workitems property of the Domain object to get the workitem objects thatare on the desktop in this Workflow Domain.

    Syntax

    Public Property get Workitems() As Workitems

    Example

    Dim Dom As Domain

    Dim Wi As WorkitemDim DomainName As String

    DomainName = List1.List(List1.ListIndex)Set Dom = gDesktop.Domains(DomainName)

    For Each Wi In Dom.WorkitemsIf Wi.WorkitemType = wmTypeFolder Then

    If Wi.Name = List2.List(List2.ListIndex) Then

    FileThis.FileInFolder WiExit For

    End IfEnd If

    Next Wi

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    Domains Collection Object

    The Domains collection object contains all of the Workflow Domains that are availableto a user. Through this object, you can reference one or more Domain objects.

    Domains Collection Object Properties

    Item and Count

    Iterate Through a Collection of Workflow Domains

    Use the Item property of the Domains collection object to reference an element in the

    collection, specifically a single Workflow Domain.

    Syntax

    Public Property Item(vntIndexKey As Variant) As domain

    The index argument, vntIndexKey, can be either be the item position in thecollection (index) or the key.

    Example

    Dim Dom As DomainsSet Dom = gDesktop.Domains

    For i = 1 to Dom.CountList1.AddItem Dom.Item(i).Name

    Next i

    Determine the Number of Domain Objects Referenced by theCollection

    Use the Count property of the Domains object to retrieve the number of elements inthe collection, specifically the number of Domain objects.

    Syntax

    Public Property Get Count() As Long

    Example

    Dim Dom As Domains

    Set Dom = gDesktop.DomainsFor i = 1 to Dom.Count

    List1.AddItem Dom.Item(i).Name

    Next i

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    FaxRequest Object

    The FaxRequest object is used to submit a remote fax request for a document.

    FaxRequest Object Properties

    Comment, Company, FromPage, HeaderMessage, IncludeAnnotations,

    IncludeCoverSheet, IncludeFormData, IncludeNotes, NumCopies, PageRange,PhoneNumber, QueueName, Receiver, Sender, and ToPage

    Retrieve the Fax Options

    Use the following properties of the FaxRequest object to retrieve Fax options:

    Property Description

    Comment Get or set the comment associated with a fax.

    Company Get or set the name of the company receiving the fax.

    FromPage Get or set the first page ordinal of the fax.

    HeaderMessage Get or set the message for the header of each faxed page.

    IncludeAnnotations Determine whether to include annotations in the fax or whether

    annotations are included in the fax.

    IncludeCoverSheet Determine whether to include a cover sheet in the fax or whether

    a cover sheet is included in the fax.

    IncludeFormData Determine whether to include a data form in the fax or whether a

    data form is included in the fax.

    IncludeNotes Determine whether to include notes in the fax or whether notes

    are included in the fax.

    NumCopies Get or set the number of copies of the fax.

    PageRange Get or set the page range of the fax. PageRange can be one of

    the following constants:

    wmFaxPageRangeAll = 0

    wmFaxPageRangeNone = 1

    wmFaxPageRangeFromTo = 2

    PhoneNumber Get or set the phone number of the recipient of the fax.

    QueueName Get or set the name of the fax queue to which to submit the fax

    request.

    Receiver Get or set the receiver of the fax.

    Sender Get or set the name of the user sending the fax.

    ToPage Get or set the last page ordinal of the fax.

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    Example

    Dim faxreq As FaxRequestSet faxreq = New FaxRequest

    faxreq.comment = Personal fax

    faxreq.company = ABC Companyfaxreq.FromPage = 2faxreq.HeaderMessage = This is ConfidentialIf faxreq.IncludeAnnotations = True Then

    Print Annotations includedIf faxreq.CoverSheet = True Then

    Print Cover Sheet includedIf faxreq.IncludeFormData = True Then

    Print Form Data is includedIf faxreq.IncludeNotes = True Then

    Print Notes are included

    faxreq.NumCopies = 5faxreq.PageRange = wmPrintPageRangeAll

    faxreq.PhoneNumber = 215-555-1212faxreq.Receiver = Anita

    faxreq.Sender = Mr. Smithfaxreq.ToPage = 4

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    FormField Object

    The FormField object describes a form field in a form, which allows the retrieval of thenumerous field attributes.

    FormField Object Properties

    ColumnNumber, DataType, DefaultValue, FieldName, Flags, HelpText, ImageEditRect,ImageOCRRect, ImagePageNumber, IndexName, Length, Prompt, RangeHigh,RangeLow, RowNumber, Status, Value, and ValueList.

    Retrieve the Attributes of a Field on a Form

    Use the following properties of the FormField object to retrieve the attributes of a

    field on a Form:

    Property Description

    ColumnNumber Get the column number of the form field.

    DataType Determine the data type of the form field.

    DefaultValue Get the default value of the form field.

    FieldName Get the form fields name.

    Flags Get the flags that are set for the form field.

    HelpText Get the form fields help text.

    ImageEditRect Get the location of the Edit rectangle.

    ImageOCRRect Get the location of the OCR rectangle.

    ImagePageNumber Get the image page number assigned to the image page file

    associated with the field on the form.

    IndexName Get the name of the field by which the form is indexed.

    Length Get the length of the field.

    Prompt Get field help for the field on the form.

    RangeHigh Get the upper limit for a value that can be entered for a text or

    number field on a form.

    RangeLow Get the lower limit for a value that can be entered for a text or

    number field on a form.RowNumber Get the row number of the form field.

    Status Get the status of the field on the form.

    Value Get the value of the field on the form.

    ValueList Get a list of valid values for the field on a form.

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    Syntax

    Public Property Get ColumnNumber() As LongPublic Property Get DataType() As wmDataTypeConstants

    Possible DataTypeconstants are:

    wmDataTypeConstants Description

    wmFormTypeText Any alphanumeric characters

    wmFormTypeNumber Numeric characters only (no decimals)

    wmFormTypeBoolean Yor Nor Xor space( ); see Flags property

    wmFormTypeCurrency A currency amount with 2 decimal places

    wmFormTypeDate Date in the format mm/dd/yyyy

    wmFormTypePercent Percentage in the form 8.5(not .085)

    wmFormTypeDecimal Numeric value with decimal places

    wmFormTypeSignature Signature field (user must type password)

    wmFormTypeMemo Multiple lines of variable-length text

    Public Property Get DefaultValue() As StringPublic Property Get FieldName() As String

    Public Property Get Flags() As wmFormField FlagsConstants

    Possible Flagsconstants:

    wmFormFieldFlagsConstants Description

    wmFormFieldFlagsRequired Field must contain data.

    wmFormFieldFlagsDisplayOnly Contents cannot be edited.

    wmFormFieldFlagsNoEcho Contents are hidden from the user.

    wmFormFieldFlagsUpperCase All characters are forced to uppercase.

    wmFormFieldFlagsRightJustify Contents are right justified.

    wmFormFieldFlagsAutoClear Contents is cleared when first character is

    typed.

    wmFormFieldFlagsAutoAdvance Cursor is automatically advanced to the

    next field when this field is full.

    wmFormFieldFlagsGroupTab Defines the beginning of a tab group.

    wmFormFieldFlagsRetainZeros Leading zeros are retained.

    wmFormFieldFlagsYesNo If field is type Boolean, use Yand N.

    wmFormFieldFlagsVerify Field data is verified against previous data.

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    wmFormFieldFlagsConstants Description

    wmFormFieldFlagsScratch Contents are not saved.

    wmFormFieldFlagsValueList Field contains a value list.

    Public Property Get HelpText() As String

    Public Property Get ImageEditRect() As wmRectanglePublic Property Get ImageOCRRect() As wmRectanglePublic Property Get ImagePageNumber() As Long

    Public Property Get IndexName() As StringPublic Property Get Length() As Long

    Public Property Get Prompt() As StringPublic Property Get RangeHigh() As String

    Public Property Get RangeLow() As StringPublic Property Get RowNumber() As LongP