Terminology

There are a number of terms used within InEight Document in relation to Forms.

Form Sections:

Separate areas of the Form to which access can be controlled.

Form Steps:

Logical steps connected via a workflow

Next Action:

Possible outcomes the user can select from after completing their step (configured via the workflow). This outcome can also affect the Form Status.

Form Status Values:

Values that are assigned to one or more steps to further assist in the management of forms.

Distribution:

The distribution list for a Form is separated into people receiving the Form “For Action” and those receiving the Form “For Information”. “For Action” recipients can add information to the Form (although for Workflow based Form, access is further restricted by workflow Steps).

Complete Action:

This is the process of publishing the Form or to indicate you have completed your section resulting in the Form being moved onto the next Step.

Workflow Driven Forms:

A workflow driven Form is broken into a number of steps with each step related to one or more sections to be completed by one or more assigned recipients.

Non-Workflow Driven Forms:

A non-workflow Form is comprised of two elements: The Initiator Section and one or more other recipients sections.