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• Workflow App: Table of Contents

  OVERVIEW Overview: Workflow App FORM BUILDER Workflow App: Form Builder 2.1. Create a Form from Scratch 2.2. [Create a Form Using aSome readers

• Overview: Workflow App

  An overview of what you can do within the Process Designer: Create a form, design the process with the automation layer, set permissions on different sections of the form to enforce information control, and design reports that have an impact on decision making. Very popular

• Workflow: Form Builder

  At Steer, the first part in creating a Workflow App is to build and design your Form. The form builder has a drag and drop interface which makes it easier for you to design your form. To get started in building your form, just follow the steps below: Begin by adding columns when you click on the (+) plus button. Select and drag the elements of your choice from the toolbox iVery popular

• Create a Form from Scratch

  When you create a form from scratch, you will be directed to a blank form builder. To start designing your form, follow the steps below: Begin by adding columns when you click on the (+) plus button. Select and drag the elements of your choice from the toolbox inside the columns. You can use elements from both Default and System elements. ${color}[#408080](Step 3:Popular

• Create a Form Using a Template

  When you select the Use Template option to create a form, it will show you a list of templates where you can choose from. Using a template will direct you to a form builder with pre-defined fields, which make it easier for you to get moving with your work. You can still further customize the form if what you need is highly unique for your company.Popular

• Configuring a Condition

  Before we can configure the condition feature, the first requirement is to have at least a column in the form builder. But for this example, we added two columns with Text Field element: Leave Type and Destination. Now that the first requirement is set, let us begin configuring the condition by following the steps below: Click on Destination column. A pop-up will appear for the configuration properties of tSome readers

• Configuring a Validation

  Configuring a validation has a variety of options where you can choose from, and each validation can be applied to different form elements. To learn more about validations and elements where they are applicable to, please refer to the table below. Before we can configure the validation feature, the first requirement is to add column/s in the form buildSome readers

• Setting Up A Header and Footer

  If you want to include a descriptive information at the top and bottom margin of your form, you can add Header and Footer when you click on the Form Settings, beside the TOOLS tab at the left side of your screen. This will require you to fill-out the following fields: Company Logo Image URL: Paste the URL of the ofSome readers

• Setting Up A Global Search

  PREREQUISITE Before we can configure a global search, we need to create at least two tables to call data from. Product Information Delivery Information Based on the images above, we have tables for Product Information and Delivery Information. The ProFew readers

• Default and System Form Elements

  The Toolbox is composed of two types of form elements (Default and System) where you can choose from to design your form. These elements are what we use to drag inside a column to configure their properties. Steer currently has 14 default elements. These elements come with different configuration properties. [Text Field:](https://qrcustomersuccess.crisp.help/en/article/text-field-and-text-area-eleVery popular

• Text Field and Text Area Elements

  The text field element is where a user can enter and edit data input such as Text, Number, Date, Time and Email. It's configuration properties are composed of the folllowing: Field ID Place Holder Input Type A text area allows you to enter a large text input which can be breakSome readers

• File Upload and Signature Elements

  This element lets you upload different types of files and documents with maximum of 25 mb file size. Activating the Image button will allow you to upload image type of file only. It's configuration properties are composed of the folllowing: Field ID Place Holder While your prSome readers

• Dropdown, Radio Button and Checkbox Elements

  If you want to make your form do more, you can take a look at the advanced options for creating a form. Here, you will find functions that will allow your form to automatically draw information from the dynamic data manager in order to display changes to it in real-time. Very popular

• Configuring the Formula Builder Using Label, Dropdown and Radio Button Elements

  This element lets you provide a short label or description in your form. It also becomes associated with the Dropdown and Radio Button when you allow the Has Lookup function which calls the Formula Builder. To learn more about formula builder, follow the steps below: ${color}[#408080](**SPopular

• Configuring the Formula Builder Using Label and Text Field Elements

  This element lets you provide a short label or description in your form. It also becomes associated with Text Field when you allow the Has Lookup function which calls the Formula Builder. To learn more about formula builder, follow the steps below: Before we proceed wiFew readers

• Scanner and Geolocation Elements

  This element lets you scan a Barcode and QR Code. Its configuration properties are composed of the following: Field ID Place Holder Scanner Type (Barcode, QR Code) This element fetches the current location of the user's mobile device. Its configuration properties are composed oFew readers

• Configuring Search and Filter Element

  This element allows you to display a specific record in a column by configuring it to be searchable in another column. To get started, you need to add a column and drop the Search/Filter element in the container. Then add another columns with Text Field element, which will be used for the configuration of the search/filter element later on. ${color}[#800000](ⓘ NOTE: You need to configure first the columns with Text Field element before configurSome readers

• Cascading Element

  The Cascading form element allows you to show items based on information from the previous entries. It's configuration properties are composed of the following: Field ID Place Holder Dataset Returned Column Searchable Column Form Control Lookup PREREQUISITE Before we can configure the cascading element, we should design tables eitherSome readers

• NFC and Color Picker Elements

  This element allows the exchange of data between two devices. Its configuration properties are composed of the following: Field ID Place Holder The color picker element allows you to fill a column with the color of your choice. You can use this if you want to indicate different colorsFew readers

• Grids

  At Steer, we offer you three types of tables that you can use for more advanced design in your form: Table / Data Grid The table / data grid lets you add data entries in multiple rows. For now, you can only create one table per form. You can add up to six columns and use different form elements in each column. ![](https://storage.crisp.chat/userSome readers

• Table / Data Grid

  When building a form, you can also add a table where users can keep adding entries in multiple rows. For now, you can only create one table per form. To add a table, expand the (˅) down arrowhead at the bottom of a section, then select Table. You can add up to six columns and use different form elements in each column, then configure each column's propeSome readers

• Reference Table / Lookup Grid

  A Reference Table or Lookup Grid is a type of table that calls data from the datasets or record tables that you want to use as a reference in your form.​ PREREQUISITE Before you can configure a reference table, you must have a dataset or a record table. Let us use the Department Table from the Datasets as an example. Dataset CONFIGURINGSome readers

• Process Table

  A Process Table is a type of table that calls data from other Workflows, to display as part of your form. CONFIGURING A PROCESS TABLE Add a column which will serve as the search field. You can use any of the form elements for the base of the column. Let us use the Text Field element for example and drag it inside the column. Provide the details for its configuration pSome readers

• Workflow App: Process Flow

  After designing your form, the next step is to decide who will process the information within the form, and how these data would be processed. The users that interact with the data in the process are compiled into what we call the Actors, while the manner on how they interact with the data are called Actions. To design your process, follow these steps: Drag an actor card into the Process Flow and renameVery popular

• Setting Up SLA

  To begin setting up an SLA, go to the process lane in which a lane status is set into either of the following: In Process For Approval For Review Automation Upon enabling the SLA button, a wizard will pop-up where you need to define the following: 1. SLA This refers to the 'start of countdown' or the range of time a ticket should remaiFew readers

• Configuring A Work Scheduler

  PREREQUISITE Before you can configure this feature, you must have a record table for the task list. Click here to learn how to configure the Task List App. Minimum Column Requirements: Name Duration (hours) CREATE A PROCESS ${color}Some readers

• Configuring the Task List App for Work Scheduler

  The Task List App is a requirement in order to configure a Work Scheduler. To get things started, let us first create a record and name it as the Task List App. In the Form Builder, add two columns and then drag and drop Text Field elements into each columnFew readers

• Configuring On the Fly Assignment

  After building the form, proceed to the Process Flow and select a lane where you want to enable the On the Fly Assignment. Upon clicking on the lane, tick the checkbox for Allow assigning to specific people. Based on the image above, we enable the on theFew readers

• Workflow: User Settings

  Set more rigorous controls by providing or restricting access to parts of a form within a processVery popular

• Viewing Workflow Details

  To view Workflow Details, expand a Solution or Unassigned folder from the left side of the screen and click on the Workflows tab. Click on the the workflow name with dropdown that first appears on the page. From there, you will see the list of Published workflows and workflows that were saved as Draft. Then select the workflow you want to view details from. For users that were not assigned as process viewers, this will give you an ovSome readers

• Show Workflow Details

  To show a workflow details, go to the workflow you need to view details from, and click on the second icon at the Actions part of the workflow details. It will redirect you to the Process Designer where you can view the workflow's current process. However, you have to keep in mind that you cannot edit or make any changes in the process designer. ![](htFew readers

• Export Workflow Details

  To export workflow details, go to the workflow you need to view details from, and click on the third icon at the Actions part of the workflow details. The system will generate a .xlsx file that contains the following details: Code Subject Status Applicant Name Approval Status Created Date ![](https://storage.crisp.chat/users/helpdesk/website/d4Few readers

• Save as New Workflow

  To apply changes to an existing workflow, you must select the Save as New option in the grid menu. A pop-up for the Form Details will appear containing the fields for Form Name, Description, Category and Solution. Take note that when duplicating a workflow, you are required to change its Form Name. This is a unique characteristic of your form and therefore cannot be duplicated. You can also rename it by indicating its number of version likeFew readers

• Edit Access Settings

  To edit a workflow's access settings, go to the workflow you need to view details from, and click on the fifth icon at the Actions part of the workflow details. From there, it will show you the access settings where you can manage the users in your workflow app. You can edit the Process Viewers and the users assigned in each process steps. You can also change the permissions granted to your users in the Section Settings. ![](https://storage.criFew readers