Form and Workflow Definition
This document give an overview of the Form/Workflow Definition feature in the Administration menu to edit form designs and manage workflow steps.
Configuring Forms and Workflows
Accessed via the Administration menu the Form/Workflow Definition is used to edit the form design. Each module will contain at least one form with associated workflow steps. The forms listed within the module contain the Name of the form and display a preview of the workflow steps. Each of the forms can be opened and the design changed as required using the Basic Form Editor tools available.
Basic Form Editor Tools are available to Administrators to clone forms in Inspections module and to maintain existing forms within the system. The Basic Form Editor includes many quick and easy to use field types that can be incorporated into a form to tailor it to suit specific business requirements.
It is recommended when working with Inspections to clone the existing Master Template and make changes to the questions as required. The clone function existing workflow and access control settings. It enables a more efficient and easier process to create forms.
Additional information regarding using the Basic Form Editor field types can be found in the Basic Form Editor user guides.
It is important to understand that some fields although available for editing should not be changed due to them being linked to the Dashboard report widget.
Clone Form
Clone Form is used when wanting to create a new form based upon an existing form. Instead of creating the form workflow and design, a clone can be created and then amended as needed. A cloned form will copy the workflow and design of the selected form. The Inspections module is the only module that Clone Form is available. The function allows the Administrator to quickly create an Inspection Checklist and then make changes to questions as required.
- Select the required module from the drop-down list.
- Select the form from the list to Clone.
- Select Clone Form.
- Enter a Name for the form.
- Update form as required using the Basic Form Editor tools. See Separate Form Editor manual for instructions.
- Select Save.
Version: 1