Applying web forms

Web forms can be applied to Request information actions. When these actions occur as part of a process, the applied form is sent to the designated recipients to be filled out.

To apply a form

1. Double-click the workflow node (from the Workflow explorer) for the process that contains the action you want to apply a form to.
2. From the canvas, select the Request information action.
3. From the Attributes window, select Form and click the drop-down arrow.
4. Select the form to apply to the action.
5. Specify the form recipients.
6. Once you've made your changes, save the workflow.

The form is now applied to the action and will be used as part of the workflow process when it is put into production.

Before you can use web forms in workflow processes, there are a number of prerequisite steps that need to be completed first.  For details, see "Forms".