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.
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 |
|
| Request Template Status | The Status of the Request for the Workflow:
|
| Form Status | The Status of the Mapped Online Form:
|
Form Mapping
A Request Template can be mapped with one Form.
Only an Approved Form can be Published with a Request Template