Overriding Forms for Transitions

Transition forms enable users to provide new or updated data for items as they move through the process. Quick forms are those provided by the system; all other forms are custom forms designed in SBM Composer.

Forms are assigned to transitions in SBM Composer, but you can override the inherited form for transitions in projects in Application Administrator. Two types of overrides are available:

Overriding Forms for All Transitions in a Project

To override a form for all transitions in a project:

  1. From the Projects view, click a project name.
  2. From the Default Transition Form list, select a form to use for all transitions in the project.
  3. Save your changes.

Overriding a Form for a Single Transition

To override a form for a single transition:

  1. From the Projects view, click a project name.
  2. Select the States/Transitions tab.
  3. Click a transition name.
  4. From the Transition Form list, select a form to use for the transition.
  5. Save your changes.