Step 1: Navigate to the FormFlows App
- Click the FormFlows icon from the side panel.
- Note: Each user must have an active license to access the FormFlows App. Users without a license will not see the FormFlows icon or be able to enter the app.
- Ensure you're on the "Templates" tab.
Step 2: Click “Create a FormFlow”
- Click the "Create a FormFlow" card.
- The FormFlow editor will launch in a new view.
Step 3: Name Your FormFlow
- Enter a descriptive title and summary to clarify the purpose of the FormFlow.
Step 4: Assign Template Permissions
- Before adding steps, assign permission levels to control how users interact with this FormFlow:
- Launchers = can launch new instances of the FormFlow
- Editors = can edit new revisions of the FormFlow
- Viewers = can view instances of the FormFlow
Step 5: Add Your Steps
- Enter info for Launch Step
- Give it a name, description, and add any required fields.
- Click "+ Add Step" to continue adding steps to reflect your workflow
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- Give each step a name, description, add any required fields, and assign any responsible user or group as the step assignee(s).
Step 6: Save Your Progress
- Use the "Save Draft" button located in the top right corner of the page as you build, to preserve changes along the way.
Step 7: Finalize and Publish
- Once finalized, click the "Publish" button located in the top right corner of the page.
- The template is now active and ready to be launched by assigned users.
Additional Way to Create a FormFlow Template:
1. Click the Hamburger Menu icon in top right corner
2. Select "Create FormFlow Template" from dropdown menu
