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Overview

Publishing a Workflow enables Users to submit Forms to generate a Request and initiate the process. 

Draft (not published) Workflows are not available to Users.





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Publish Workflow

The Publish Icon is only enabled when The Request Template has been Mapped to a Form.



Click the Publish Icon to display the Publish Workflow window.


FIELD DESCRIPTIONS


Field
Description
Request Name

The name of the Request for the Workflow.


Process

The Process for the Workflow

This information is associated with Processes managed in the Process menu.


Request Template

The Request Template for the Workflow

This information is associated with Process Templates managed in the Process menu.


Client

The Client for the Workflow

This information is associated with Clients managed in the Client menu.


Form

The Online Form for the Workflow.


Form Preview


Image Added  Displays the Online Form as a preview in a new Browser Tab.

Request Template Status

The Status of the Request for the Workflow:

  • Draft
  • Published


Form Status

The Status of the Mapped Online Form:

  • Approved
  • Unapproved




Info
titleForm Mapping

A Request Template can be mapped with one Form.

Only an Approved Form can be Published with a Request Template