Add form tasks to the workflow when the user needs to complete
a specific form as one step in the workflow. Select one form to assign
to each form task.
Procedure
-
Decide what dependency option you want the new task or stage to use: Click In
series and select No dependencies, In
series, or In parallel.
Your selection remains in effect until you change it again.
-
In the workflow, click the stage or task name that you want the new row to follow.
-
Click .
- Select a form in the pop-up and click Ok.
Note: You can only select one form for each form task. Your
administrator populates this list on the project template.
What to do next
After you add form tasks to the workflow, you can configure
approval tasks to send the completed forms for approval.