Workflow Dashboard

My Open Tasks

My Time



My Deadlines

My Tasks

My Workflows

My Priorities

Minimize

Minimize

Minimize

Warnings

Minimize

Employee Analysis

Minimize

Project Analysis

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Customer Analysis

Minimize

Tasks

Time

Deadlines

My Initiated Workflows

Start a Workflow

Time Reports

Minimize

Workflow Reports

Minimize

Workflow Instances

Running Steps

Workflow Audit Trail

List of Workflow Templates

Form Preview

Fields - Add fields to the form on the left

Option 1
Option 2

Properties - Set the field properties

Create a New Form

Add User Instructions

The Form Editor enables you to create your own electronic form.
The form will be shown to the users when they start the workflow.

How does it work:
1. Click on the field buttons on the right. The system will add them to the form
2. Click on the edit icon of the added field to change their properties (caption, tooltip size, etc..)
3. Change the order of the fields by dragging the fields up and down the form.

Testing the Form
Click on the "Run" button to test the form.
A new generated form will open.