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PerfectForms™ Help Guide

This section describes the features of PerfectForms™ workflow. Workflow allows you to route a form intelligently among users or groups. You will learn how notifications, reminders and escalations are managed and how stages and roles are defined.
 

With a form loaded in the Form Designer, click the Workflow Area Button button on the toolbar. PerfectForms™ switches to the Workflow view. The following can be noted:

 

A.  The Toolbox now displays objects related only to workflow creation (Stage and Comment objects).

B.  The workflow diagram canvas is in the middle.

C.  The Workflow Properties are displayed on the Properties bar.

 

Workflow Area

 


Note: To see a complete breakdown of all Workflow objects and associated properties available in the Form Designer, see the Workflow Toolbox Reference topics.