Configuring a Workflow Form Type
You can configure a form workflow from the Forms register.
Step by Step — Set up a workflow form
Summary: Configure a workflow form.
Considerations: The history of the specific form will not be visible to any user with None set as their access.
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From the Forms register, click Actions.
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For each step, complete the following:
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Title - indicates the name of the step in the Workflow, can be the name of Section in the form e.g. 01 Investigation
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Status – Indicates the Status that will be assigned to this step.
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Review duration – specify how many work days for completion. Once it has gone past the number of days allocated this will appear as an overdue item in the Dashboard widget.
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Sequence – automatically allocates the next Step in the sequence, once saved cannot be edited
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Repeat adding steps for each Section of the Form.
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Specify Next Action steps, either one or multiple. Click the plus icon and select your options from the drop-down menu.
It is possible to define the Next Action to be the same step multiple times, but a different status must be assigned each time. For example, the step might be Sent for Resolution; however, the Status might indicate Allocated to 3rd Party or Internal resolution.
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Click Save.
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Select the following review rules, if applicable.
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Do not show the forms to recipients until it is their turn to review
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Do not allow users to modify workflow reviewers
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Do not allow Form Initiator / Administrator Section outside of initiator step
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Specify the number of days before and after the due date that reminder notifications are sent to reviewers.
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Additional options are available to the workflow configuration, such as restricting viewing a step to only the form initiator and reviewers. Click the Configure icon.
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Click Save.