{"id":13910,"date":"2024-02-21T13:38:11","date_gmt":"2024-02-21T13:38:11","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d9%86%d9%85%d8%a7%d8%b0%d8%ac-%d8%b0%d8%a7%d8%aa-%d8%a7%d9%84%d8%b5%d9%84%d8%a9-%d9%84%d9%86%d9%88%d8%b9-%d8%af%d9%88%d8%b1%d8%a9-%d8%a7%d9%84%d8%b9%d9%85%d9%84\/"},"modified":"2026-01-28T12:17:34","modified_gmt":"2026-01-28T12:17:34","slug":"the-related-forms-of-the-workflow-type","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/the-related-forms-of-the-workflow-type\/","title":{"rendered":"The Related Forms of the Workflow Type"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709718990389{margin-left: 200px !important;}&#8221;]<\/p>\n<div id=\"\u0645\u0627_\u0647\u064a_\u0627\u0644\u0646\u0645\u0627\u0630\u062c_\u0630\u0627\u062a_\u0627\u0644\u0635\u0644\u0629_\" class=\"post-content-body-section\">\n<p>Related forms follow the procedures you can add to a document within a workflow type, to appear in an independent screen where you customize its fields, filled out by the user, and then displayed on the viewing screen alongside detailed data and activity log.<\/p>\n<p>An example would be adding a screen for installment data and placing fields for data such as installment amount, and installment period.<\/p>\n<\/div>\n<p><span style=\"font-weight: 400;\">This form can be added to the workflow document you wish to add it to, while it is not obligatory to add it to all documents of the workflow type. Here are the details of adding and using <\/span><b>&#8220;Related Forms&#8221;<\/b><span style=\"font-weight: 400;\"> in this article.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Adding a New Custom Related Form&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709719012425{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1769602555639{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">The related forms consist of a part that includes basic information such as the name of the form, who has access rights to it, and the second part relates to the design of the form where form fields are added, and their properties are controlled. To add a new custom form:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Press on <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\"> dropped down from <\/span><b>&#8220;Workflows&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu and press on the card <strong>&#8220;Workflow Types&#8221;<\/strong>.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46532 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Press on the three dots next to the type of work cycle you want to create a custom template for, then press on <strong>&#8220;Related Forms&#8221;<\/strong>.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13991 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h07_09.png\" alt=\"\" width=\"1697\" height=\"557\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h07_09.png 1697w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h07_09-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h07_09-1024x336.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h07_09-768x252.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h07_09-1536x504.png 1536w\" sizes=\"auto, (max-width: 1697px) 100vw, 1697px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Press the <\/span><b>&#8220;New Custom Form&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13981 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h35_16-1.png\" alt=\"\" width=\"1219\" height=\"359\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h35_16-1.png 1219w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h35_16-1-300x88.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h35_16-1-1024x302.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h35_16-1-768x226.png 768w\" sizes=\"auto, (max-width: 1219px) 100vw, 1219px\" \/><\/p>\n<p><b>Enter the custom form information:<\/b><\/p>\n<ul>\n<li aria-level=\"1\"><b>Name: <\/b><span style=\"font-weight: 400;\">Enter a name for the custom form, preferably descriptive of its purpose.<\/span><\/li>\n<li aria-level=\"1\"><b>Key: <\/b><span style=\"font-weight: 400;\">Similar to a code that identifies the form, can be a number, or a letter in English.<\/span><\/li>\n<li aria-level=\"1\"><b>Status: <\/b><span style=\"font-weight: 400;\">Either choose active to enable the use of the form or inactive.<\/span><\/li>\n<li aria-level=\"1\"><b>Description: <\/b><span style=\"font-weight: 400;\">If there are any details worth including about the custom form and its purpose.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13983 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h36_50-1.png\" alt=\"\" width=\"1243\" height=\"725\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h36_50-1.png 1243w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h36_50-1-300x175.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h36_50-1-1024x597.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h36_50-1-768x448.png 768w\" sizes=\"auto, (max-width: 1243px) 100vw, 1243px\" \/><\/p>\n<p><b>Control the permissions of the custom form:<\/b><\/p>\n<ul>\n<li aria-level=\"1\"><b>Add Record: <\/b><span style=\"font-weight: 400;\">Choose who can add this custom record. Is it available for a specific branch, department, job title, or just one employee?<\/span><\/li>\n<li aria-level=\"1\"><b>Update Record: <\/b><span style=\"font-weight: 400;\">Choose who can edit this custom record.<\/span><\/li>\n<li aria-level=\"1\"><b>View record: <\/b><span style=\"font-weight: 400;\">Choose who can view this custom record.<\/span><\/li>\n<li aria-level=\"1\"><b>Delete record: <\/b><span style=\"font-weight: 400;\">Choose who can delete this custom record.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Then press the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13985 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h38_30-1.png\" alt=\"\" width=\"1236\" height=\"770\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h38_30-1.png 1236w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h38_30-1-300x187.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h38_30-1-1024x638.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h38_30-1-768x478.png 768w\" sizes=\"auto, (max-width: 1236px) 100vw, 1236px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Designing the Related Form&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709719276978{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1709719539362{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">After adding information and permissions for the custom form, you will be directed to the form structure page. Here in the list are fields of different types that allow for the inclusion of various data types in the form. You can add:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Single or multiple line text statement.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A dropdown list containing choices.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">URL.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Map Location.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">And many more types of data.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All you have to do is drag the type of field you want and drop it in the middle, then write the field title, adjust its settings, control its properties, and in the end, press the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13987 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h43_08.png\" alt=\"\" width=\"1918\" height=\"765\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h43_08.png 1918w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h43_08-300x120.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h43_08-1024x408.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h43_08-768x306.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_11h43_08-1536x613.png 1536w\" sizes=\"auto, (max-width: 1918px) 100vw, 1918px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">The field key (Key) must be unique to this field and different from the keys of any other field in the same form. The field should consist of numbers or English words and letters, and each word or number should be separated by an underscore (_).<\/span><\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Adding a Related Form to the Workflow Document&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709723368458{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1747226996501{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701939670469\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\">Press on <b>\u201cManage Production Orders\/your specific workflow type name\u201d<\/b> dropped down from <b>\u201cWorkflows\u201d<\/b> in the main menu and press on the workflow document you want to add the related form to.<\/p>\n<p style=\"text-align: left;\">Press the <b>\u201cAdd\u201d<\/b> button and select the related form you want to add to the workflow document from the dropdown list.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34453 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/jok.png\" alt=\"\" width=\"1024\" height=\"424\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/jok.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/jok-300x124.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/jok-768x318.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: left;\">Enter the required information in the form fields then press the <b>\u201cSave\u201d<\/b> button.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14046 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h33_27.png\" alt=\"\" width=\"1264\" height=\"560\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h33_27.png 1264w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h33_27-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h33_27-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h33_27-768x340.png 768w\" sizes=\"auto, (max-width: 1264px) 100vw, 1264px\" \/><\/p>\n<p style=\"text-align: left;\">After adding the related form to the workflow document, a tab with the name of the related form appears in the workflow file next to the \u201cDetails\u201d tabs.<\/p>\n<p style=\"text-align: left;\">To take an action on the related form of this workflow document, press the three dots next to it \u201c&#8230;\u201d and choose from the dropdown menu:<\/p>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\">View.<\/li>\n<li aria-level=\"1\">Edit.<\/li>\n<li aria-level=\"1\">Delete.<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14048 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_01.png\" alt=\"\" width=\"1300\" height=\"740\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_01.png 1300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_01-300x171.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_01-1024x583.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_01-768x437.png 768w\" sizes=\"auto, (max-width: 1300px) 100vw, 1300px\" \/><\/p>\n<p style=\"text-align: left;\">The details of the related form information for the workflow document appear when reviewed as follows.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14050 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_53.png\" alt=\"\" width=\"1244\" height=\"565\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_53.png 1244w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_53-300x136.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_53-1024x465.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h36_53-768x349.png 768w\" sizes=\"auto, (max-width: 1244px) 100vw, 1244px\" \/><\/p>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Actions on the Related Forms&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709723979073{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1709725213558{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<section class=\"wpb-content-wrapper\">\n<div class=\"vc_row wpb_row vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701939788200\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\">To review all the related forms on your system&#8217;s workflow type<\/p>\n<p style=\"text-align: left;\">Click\u00a0 on <b>\u201cSettings\u201d<\/b> dropped down from <b>\u201cWorkflows\u201d<\/b> in the main menu and click on the workflow type you wish to, then click on related forms.<\/p>\n<p style=\"text-align: left;\">Then click the three dots next to the form name \u201c\u2026\u201d and click on:<\/p>\n<ul style=\"text-align: left;\">\n<li aria-level=\"1\"><b>Manage Records:<\/b> Click it to view all this workflow type&#8217;s related forms that you have already added to your workflow documents from this custom form.<\/li>\n<li aria-level=\"1\"><b>Form Builder:<\/b> Click it if you want to modify the design of the custom form.<\/li>\n<li aria-level=\"1\"><b>Edit:<\/b> To edit the basic information of the custom form such as its name and permissions.<\/li>\n<li aria-level=\"1\"><b>Delete:<\/b> To delete the custom form.<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14052 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h38_33.png\" alt=\"\" width=\"1693\" height=\"543\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h38_33.png 1693w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h38_33-300x96.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h38_33-1024x328.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h38_33-768x246.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h38_33-1536x493.png 1536w\" sizes=\"auto, (max-width: 1693px) 100vw, 1693px\" \/><\/p>\n<p style=\"text-align: left;\">After clicking <b>\u201cManage Records\u201d<\/b> or on the form itself, all the forms associated with this custom form for the workflow type will appear, allowing you to review their data or perform some actions.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/article>\n<article class=\"post-content-body\">\n<section class=\"wpb-content-wrapper\">\n<div class=\"vc_row wpb_row vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14054 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h39_50.png\" alt=\"\" width=\"1909\" height=\"483\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h39_50.png 1909w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h39_50-300x76.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h39_50-1024x259.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h39_50-768x194.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_13h39_50-1536x389.png 1536w\" sizes=\"auto, (max-width: 1909px) 100vw, 1909px\" \/><\/p>\n<div class=\"vc_message_box vc_message_box-3d vc_message_box-rounded vc_color-alert-warning vc_custom_1701939849278\" style=\"text-align: left;\">\n<blockquote><p>In case this custom form has not been added to any document for the workflow type, this message will appear <b>\u201cNo (name of the custom form) Added Yet\u201d<\/b>.<\/p><\/blockquote>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/article>\n<\/div>\n<div class=\"post-content-footer\">\n<div class=\"contact-us contact-no-bg\" style=\"text-align: left;\"><\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2089,2070,2092],"tags":[3548],"class_list":["post-13910","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-workflow-type","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Related Forms of the Workflow Type - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/the-related-forms-of-the-workflow-type\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Related Forms of the Workflow Type - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709718990389{margin-left: 200px !important;}&#8221;] Related forms follow the procedures you can add to a document within a workflow type, to appear in an independent screen where you customize its fields, filled out by the user, and then displayed on the viewing screen alongside detailed data and activity log. 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