Adding a Form from the Related Forms to a Workflow

What are the Related Forms

Related forms track the procedures that you can add to a file within a workflow. These appear on a separate screen where you can customize its fields. These fields then appear for the user to fill out and subsequently show up on a display screen next to the workflow details and activity log.

For instance, you can add a screen for installment data and include fields for details such as the installment amount and installment period.

Adding a Form from the Related Forms to the Workflow

  1. From the main menu, click on “Workflow”.
    • Note: If you want to add a second workflow, you will find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, the workflows will appear in the main menu under the name “Car Contracts”.
  2. Click on the document related to the workflow you want.
  3. Click on the “Add” button.
  4. Select from the menu the “Related form name” like: “Add installment details”.
  5. Fill in the form data as required.
  6. Click on the “Save” button.