Now once the form template is added on the project, form flow has to be designed for it before it is added to the the specific module for which the template is added to the project. The form flow is created in a particular space. Click on Spaces on the sidebar. Select the space in which the form flow has to be created.
.png)
Once the space is selected, click on ‘Settings” on the top right corner to jump on the page showing User Administration options on the sidebar. Click on ‘Form Flows’ to create one for the template.
.png)
After the user is in the Form Flow section, click on Create for the creation of the form flow of the form template that has been previously added in the Inspection module of that project from the portal.
.png)
Fill on all the details mentioned in the dialogue box. Type the form flow name. Select the template category and then finally the template for which the form flow needs to be created.
.png)
This form flow can be renamed, deleted or duplicated based on the requirement by the selecting the respective tabs on the upper bar. A single click anywhere on the row of the will open a dialogue where the form flow is created in levels.
.png)
When the form flow is clicked it opens a dialogue box with some default levels. Here Levels can be added as per the requirement and renamed by clicking on the pencil icon.
.png)
In each level more steps can be added by clicking on Add tab. It adds one more row, where in details can be filled for each column. The type has to 2 options to choose from, namely Fill and Modify. The next column is for on which Sections of the form template is the action required. The users who can act on these sections are firstly filled in these rows and then chosen again in the Action. For the action, there are 2 rows that by default has action tasks of submit and reject. This can be changed by clicking on the pencil icon in the placeholder text box. The project manger can assign the users responsible for each action item by mentioning them in the text box.
.png)
One more similar level is given as default, i.e. Post submission . Here also similar steps are applied. However, here apart from fill and modify, user have the 3rd option as verify, to verify sections filled. The creator of form flow can add more levels if required. After filling out all the necessary details, click on Save.
.png)