Form Example
Create
- Select ‘Create New’
- Complete Workflow name ‘Form Example’
- Complete Workflow description ‘Form Example’
- Drag the and drop the green dot from ‘Start’ to ‘End’
- Complete Label ‘Form’
- Choose Type ‘Form’
- Choose form ‘User Profile’ from Form dropdown list
- Choose an Icon and color
- Save
- Click 'Save & Publish' to publish the workflow
Use
- Select a Project
- Select the Tasks module
- Select Create New, New Workflow
- Select ‘Form Example’
- Add Admin the ‘Start’ step
- Click 'Save'
- Select ‘Form Example’, note the action ‘Complete Form’
- Select ‘Complete Form’
- Complete the form generated
- Click 'Submit'
- Select ‘Form Example’
- Note the timeline sees the form submitted; clicking 'User Profile' will show the details entered