Setup additional form flow steps

Add additional steps to your form flow using the Add Step button in the Form Flows tab.

You must have form flow buttons on the form’s Build tab available before you add a step. You can configure each step independent of each other.

The Add Step wizard has the following 5 configurable options:

	Option	Description
1	Step details	Select who is responsible for this step. The options are dependent on who is selected. Who will be responsible for this step? Select the role responsible for this step. Allow the opportunity to choose a single user from this group when the button is selected. When can this step move to the next step ? When you select Users, you must select a specific user. When you select Role, you must select which role and whether the user can choose an individual from the selected role to be responsible.
2	Email	You can select to add an email notification that notifies responsible recipients each time this step is reached. When selected, you can configure your email notification contents. The email notification indicates the start of the step after clicking its form flow button, not the step’s completion. You can also add variables so that users can enter information such as reporter names or event titles into emails. To add a variable, type @, and then select an option from the drop-down list.
3	Actions	What should the status be when in this step? How many days until this step become overdue from initiated date or from previous step.? Make this step reversible - The make this step reversible option allows users to reverse to a previous step. Select which step to go back to, whether to cc recipients to the email, and whether to require a comment when reversing. When you make a step reversible, you must go back to the Build tab after the step setup to edit the text of the new button, which is named Reversal form flow button by default. The reverse form flow button can have leading logic applied to it independently from the button that advances to the next step.
4	Step access	You can set view or edit access by role for each form question or section when the event is in this step. When you select a cell, a panel shows options for all roles, select role, or no roles . Step access does not supersede question access set up in the template. The user permissions set up in InEight Platform supersedes access configured for the step.
5	Button details	What form flow button will be used to advance to the next step? Will this button complete the form flow ? The Button details is available after step 1.

Option

Description

Step details

Select who is responsible for this step. The options are dependent on who is selected.

Who will be responsible for this step?
Select the role responsible for this step.
Allow the opportunity to choose a single user from this group when the button is selected.
When can this step move to the next step ?

When you select Users, you must select a specific user.

When you select Role, you must select which role and whether the user can choose an individual from the selected role to be responsible.

You can select to add an email notification that notifies responsible recipients each time this step is reached. When selected, you can configure your email notification contents. The email notification indicates the start of the step after clicking its form flow button, not the step’s completion. You can also add variables so that users can enter information such as reporter names or event titles into emails. To add a variable, type @, and then select an option from the drop-down list.

Actions

What should the status be when in this step?
How many days until this step become overdue from initiated date or from previous step.?
Make this step reversible - The make this step reversible option allows users to reverse to a previous step. Select which step to go back to, whether to cc recipients to the email, and whether to require a comment when reversing. When you make a step reversible, you must go back to the Build tab after the step setup to edit the text of the new button, which is named Reversal form flow button by default. The reverse form flow button can have leading logic applied to it independently from the button that advances to the next step.

Step access

You can set view or edit access by role for each form question or section when the event is in this step. When you select a cell, a panel shows options for all roles, select role, or no roles . Step access does not supersede question access set up in the template.