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Home > User Guide > Creating Workflows > Workflow Designer > Forms > Add/Edit Forms

Add/Edit Forms

In this chapter you can find a introduction to each type of Form, and how to add and edit it. More details about editing forms can be found in section Forms Design.

Action Launch Form


This type of form is used in each action to get data from a user. It is shown after user opens actions (usually by clicking on action link in ribbon/drop down menu).

 

One of the ways to configure it is by choosing Launch Form button on Edit Action Properties aside.

 

 

Initiation Form


This type of form can be used to start new workflow instance from Item Workflows section and can be used as a New Item form.

 

To configure that type of form you have to choose Initiation Form from ribbon:

 

Or choose Workflow Initiation Form from Edit Initial State Properties aside:

 

Note: This type of form requires deployment - see section Forms Deployment.

 

Workflow Form


This type of form can be used as a Edit Item and Display Item forms.

 

To configure that type of form you have to choose Workflow Form from ribbon:

 

 

Note: This type of form requires deployment - see section Forms Deployment. 

 

State Form


This type of form can be used instead of Workflow Form as a Edit Item and Display Item forms for particular states.

 

To configure that type of form you have to choose Create State Form from Edit State Properties aside of selected state:

 

 

That will create a new form for this state, which will be used instead of Workflow Form when workflow is in that state.

After this you will be able to edit that form or remove it, which will reset workflow to use Workflow Form in that state.

 

 

Note: This type of form requires deployment - see section Forms Deployment.