Applications → Managing Workflows → Workflow Settings → Forms Tab of the Application Workflow Property Editor
Element | Description |
---|---|
Default state form,
Default transition form |
Select the form to be associated with new states or
transitions added to this workflow. You can select one of the following items:
|
Default print form | Select the form to be used when a user prints a state
form. You can select one of the following items:
|
Default anonymous submit form | Select the form to be used when a non-SBM
user submits an item. You can select one of the following items:
For both quick forms and custom forms, anonymous users can view fields only in the Standard privilege section. They can add file and URL attachments and notes to items while they are submitting them. After they submit an item, however, they can no longer view it or any other part of SBM. Use Application Administrator to enable anonymous submit for a project. |
New | You can base a new custom form on the quick form for the workflow or on an existing custom form, or you can start with an empty form. (You can also create a state or transition form by right-clicking the Forms heading in App Explorer.) |
Preview | View a mockup of the corresponding form as it will appear
to a user. You can use the controls at the top to view the form as it will be
seen in a different workflow, state, or transition; by users assigned to
different roles; and by style (classic or
Work Center,
for example).
The controls in the preview area have no effect. |
Edit | If a custom form is selected for the corresponding default form, click to open the form in the form editor. |
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