Last Updated: July 7, 2021

OVERVIEW

Overview: Workflow App

FORM BUILDER

Workflow App: Form Builder
2.1. Create a Form from Scratch
2.2. Create a Form Using a Template
2.3. Setting Up a Header and Footer
2.4. Default vs System Form Elements
2.4.1. Text Field and Text Area Elements
2.4.2. File Upload and Signature Elements
2.4.3. Dropdown, Radio Button and Checkbox Elements
2.4.3a. Configuring the Formula Builder Using Label, Dropdown and Radio Button Elements
2.4.3b. Configuring the Formula Builder Using Label and Text Field Elements
2.4.4. Scanner and Geolocation Elements
2.4.5. Configuring Search and Filter Element
2.4.6. Cascading Element
2.4.7. NFC and Color Picker Elements
2.5. Condition
2.6. Validation
2.7. Global Search
2.8. Grids
2.8.1. Table/Data Grid
2.8.2. Reference Table/Lookup Grid
2.8.3. Process Table

PROCESS FLOW

Workflow App: Process Flow
3.1. Setting Up SLA
3.2. Configuring a Work Scheduler
3.3. Configuring the Task List App for Work Scheduler
3.4. Configuring On the Fly Assignment

USER SETTINGS

Workflow App: User Settings

WORKFLOW DETAILS

Viewing Workflow Details
5.1. Show Workflow Details
5.2. Export Workflow Details
5.3. Save as New Workflow
5.4. Edit Access Settings
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