How to make a workflow form?

Modified on Tue, 1 Apr at 2:14 PM

Step 1: Navigate to the “Forms” module.

Click on the “New form” button, and choose the “Workflow form”.



Step 2: Fill in the name of the form, and add the “owner” and “approver(s)” of the form.



Step 3: Add “fields” to stage 1.

The first stage is without assignees. Starting from stage 2 and onwards, you can select assignees to each stage. These assignees are the only users able to complete the stage. Per stage you can add new "fields".




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