Assign
Automate
Analyze
Hi Demo User
Add a Task
Add a Time Event
Add a Deadline
Start a Workflow
Administration
Workflow Instances
Workflow Templates
Projects / Customers
Checklists
Policies
Delegation
Reports
Users
Orgchart
Permissions
Audit Trail
Login / Register
Start Here
Add a Form Step
Add a Task Step
Add a Checklist Step
Add a Timer Step
Add a Notification Step
Workflow Instances
Workflow Templates
Start a Workflow
Add a Task
Add a Time Event
Add a Deadline
Workflow Dashboard
Open Tasks
Parked Tasks
Late Tasks
Closed Tasks
----------
Today
Tomorrow
Future
----------
Repeated
Assigned
----------
Red Priority Tasks
Amber Priority Tasks
Green Priority Tasks
My Open Tasks
Tasks
Time
Deadlines
My Time
Tasks
Time
Deadlines
My Deadlines
Tasks
Time
Deadlines
Close
Close
Edit
Assign
Connect
Duplicate
Delete
Edit
Assign
Connect
Duplicate
Delete
Edit Form
Edit
Connect
Delete
Split
Delete
Connect
Delete
Add Form
Add Task
Add Checklist
Notification
Add Timer
Refresh
Properties
My Tasks
My Workflows
My Priorities
Last 12 months
Last 6 months
Last 3 months
Last 30 days
Last 7 days
Print
Excel
PDF
Show Details
Minimize
Show Details
Minimize
Minimize
Minimize
Minimize
Show Details
Minimize
Hide Details
Minimize
Employees
Projects
Customers
Bottlenecks
Data
Dashboard
Warnings
Minimize
Period:
Report:
Project:
Sort by
Sort by
Sort by
Print
Excel
PDF
Employee:
Role:
Department:
Employee Analysis
Back to Employees
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Project Analysis
Back to Projects
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Customer Analysis
Back to Customers
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
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Minimize
Minimize
Minimize
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Minimize
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Minimize
Tasks
Time
Deadlines
My Initiated Workflows
Workflow Templates
Start a Workflow
Start a Workflow
Workflow Templates
Workflow Instances
Time Reports
Minimize
Workflow Reports
Minimize
Workflow Instances
Details
Print
Excel
PDF
Workflow Templates
Start a Workflow
Running Steps
Back to Steps
Workflow Audit Trail
List of Workflow Templates
New Workflow
Workflow Instances
Start a Workflow
Form Preview
Fields - Add fields to the form on the left
Add a Textbox
Add a Checkbox
Add a Date
Add a Dropdown
Option 1
Option 2
Add a Choice
Option 1
Option 2
Add a Multiline
Add an Email
Add a Phone
Add a Label
Paragraph Header
Properties - Set the field properties
Show Fields
Name
Label
Field Default
Options
Default
Not Checked
Checked
Date Format
mm/dd/yyyy
dd/mm/yyyy
Tooltip
Style
Regular
Bold
Field Width
10%
25%
33%
50%
75%
100%
Validation
Email Validation
Custom Validation
Default
Empty
Today
Create a New Form
Create New Form
Add User Instructions
Close
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.
Details