Workflow Toolbox Reference

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Workflow represents the intelligent routing of a form instance among different users or groups. The Workflow view enables you to manage notifications, reminders and escalations. The workflow diagram is used by the form designer to visually represent the various stages of the workflow process. In addition, the workflow diagram allows you to embed conditions for notifications and moving through the form life cycle.

 

Jump to a Section

Toolbox Heading Buttons

Workflow Commands

 

 

 

Toolbox Heading Buttons

The Toolbox heading buttons allow you to toggle back and forth between the Browser and Toolbox bars as well as to access context-sensitive help information.

Item

Description

Related Topics

Browser Button

Click the Browser button to toggle to the Browser view.

 

Toolbox and Browser Bar

Help Button

Click the Help button to launch context-sensitive help documentation specific to the Workflow Toolbox bar.

 

Form Designer Help Links and Help Center

 

 

Workflow Toolbox Reference - Toolbox

In the Workflow view, the Toolbox includes objects used to build the workflow diagram.

Item

Description

Related Topics

Stage

A workflow stage is a logical step that a form instance can occupy during its life cycle.

 

Adding Workflow

 

Workflow Stages

 

Comment

A comment object is used simply to annotate the workflow diagram. It has no logical functionality.

 

Comment Properties

 

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fl_toolbox_workflow_view_referenc.htm
PerfectForms™ -- forms software, workflow software, and business process management