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Process form overview
What is a process form? A process form is a type of workflow that ensures a strict sequential set of steps performed on form data. An admin or member of your application can set up a form to carry…
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Creating a process form
To create a process form inside your Application builder, Click Process under the Quick create menu on the left. Enter the process name. Alternatively,…
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Creating a process form workflow
Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and also allows for alternate conditions…
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Configuring actions for process form steps
You can determine what action the assignee and the initiator of an item can take at each step. Go to the Permissions tab in the process editor. Select any step and scroll down to the bottom of the…
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Managing process roles and permissions
As an application owner, you will have default access to the process form and the ability to change many settings. As an admin of your process, you can manage the roles and permissions of the…
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Process form settings
As an application developer, you will have default access to forms that you create. To configure or change settings for the process form, click Settings on the process form editor.…
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Generating PDF templates
You can use a PDF template to automate the generation of your process form PDFs. App developers can create a PDF template in the development environment.…