Workflow Properties

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Main

Roles

 

Related Topics

Doc Icon for Jump to Section Planning Your Workflow

Doc Icon for Jump to Section Setting Notifications, Reminders, Escalations

Doc Icon for Jump to Section Workflow Roles

Doc Icon for Jump to Section Adding a Role

Doc Icon for Jump to Section Mapping Roles

 

 

Workflow Properties allow you to assign users to roles within the form. Roles can be assigned to a user, user-group, position (defined on the Settings Dashboard from the Users tree) or an e-mail address. Roles can help you limit user access to fields and pages or receive notifications about the form as it moves through the workflow.

 

Main Section

The Main section contains the status property for the workflow.

Status

This display-only field shows the logical status of a workflow. Before a workflow has stages, a warning is shown in the Status field indicating that there is no logical flow.

 

Planning Your Workflow

 

 

Roles Section

The Roles section enables you to assign users to specific roles for the workflow.

Name

Once the Add button has been clicked and a row has been added to the roles table, you can click in the Name column to enter a name for the new role.

 

Workflow Roles

Default Person

The value in this cell represents the person (a user, user-group, position or e-mail address) assigned to this role in the workflow.

 

To assign the default person, select the row in the roles table and click the Edit button. The Edit Roles dialog will display, enabling you to assign the default person to the role.

 

Mapping Roles

Understanding Default Person Options

Add button

Click the Add button to add a new row to the roles table.

 

Adding a Role

Remove button

Click the Remove button to remove a row from the roles table.

 

 

Edit button

Click the Edit button to display the Edit Roles dialog where you can add or edit the default person for the role.

 

Mapping Roles

Understanding Default Person Options

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fl_workflow_properties.htm
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