Complete the following steps to add a workflow stage:

1. With a form loaded in the Form Designer, click the button in the toolbar to switch to the Workflow view. 2. From the Toolbox, drag a Stage object into the diagram. 3. In Stage Properties, enter a logical name for the stage. This is the name that will be shown to users on the Dashboard and in any reporting on the form. Items to note: • If this is the first stage on your diagram, the Is Default Stage box is already checked. • If this stage represents an end point for the workflow, check the Is Closed Stage box. 4. Enter a description in the Description field. This text is simply a visual cue to the designer and will display in the details area of the Stage object on the diagram.

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?theworkflowdiagram2.htm
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