How to make a workflow form?

Modified on Tue, 16 Jul at 1:55 PM

Step 1: Go to the 'Forms' module.

Please go to the 'Forms' module. Then click on the button 'New Form' and select 'Workflow Form'.


Step 2: Create your workflow.

First, give your workflow form a name and select the owner of the form. Then you rename the title of stage 1. Now you can start with building the form for stage 1. If you have build your form for stage 1, please select 'Add step' to add an extra step to your workflow.



Step 3: Add extra step(s)

If you add an extra step, you can make a new form by dragging the boxes to the template. After stage 2 is OK, you need to select the assignees by clicking on 'Select assignees'.

Note: Assignees need to have an Advanced account. After your selected the assignees you can add other steps or save the form.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article