6.3. Assign a form via a workflow

  1. In the Documents tab, select a form, and click onActions → Workflow.

  2. Select a workflow template (see Define a template of workflow).

    [Tip]

    It is possible to create a workflow without any templates. The access level for each step must be set to Forms.

  3. For each step, select:

    • the people who have to intervene;

      [Note]

      Users assigned to a task receive an email when this task of the workflow is active.

    • The number of decisions needed to move the workflow to the next step;

[Note]

A completed and synchronized with Calenco form triggers the workflow to move to the next step.

For other workflow actions, please see:

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6.2. Create and assign a form 
 Calenco Forms V1