Link a Form to a Workflow

Forms can be linked with actions in a workflow. For example, if a user selects Rejected, the system can automatically require a form to be filled out to define exactly why it was rejected.

PREREQUISITES: A workflow must be linked to a work activity template. See Associate Workflows to a Work Activity Template for more information.

1. From the home page, click Configure and click Work Activity Templates.
2. Select which type of work activity template you need from the Work Activity Templates panel.

The Work Activity Templates panel lists all of the templates. Any templates that are inactive appear grayed out in the list. You can filter the list by clicking Filter records and entering the first few letters of the template.

3. If you selected Work Order Template, select the Group and Type.
4. Select the template from the list.

5. On the General tab, click Forms actions from the Associated Form section.
6. Click Link to action.

7. Select the Action from the Workflow that you want the form to be required to populate at.
8. Click Link.