Watch the Video: Creating a Form
Create a New Form
To add a new Form, select Forms > Add New Form from the Administration menu:
You will be presented with a small dialog:
Before a form can be created, you will need to enter data into the following fields:
Once the information has been added, select Save. After a form has saved, a new tab containing your form detail definition will open in your Workspace:
The form definition tabs contain six primary areas:
On the Detail tab, any items highlighted in black may be changed. If you would like to change the name of the form, just place the cursor on the Name field and delete or modify the current Name.
After the Name has been changed, press the Save button.
If you would like to change the Category where the form is stored, place the cursor on the Category field and select the new category from the list provided.
Note: Even if a form has been created and is associated with one (or many) processes that are currently running in Integrify, changing the Category does not impact how a process functions. It will simply change the location where the form is stored in the system.
You can also choose to make a copy of a form by selecting Copy or delete a form by selecting Delete:
If you're ready to create a form approval workflow or any other kind of workflow, visit our Create a Process guide.