9 3:add to workflow

From Pnet-Community

Jump to: navigation, search

Contents

[edit] Where in Project.net

Personal/Business/Projects > Forms > Form Record > Add to Workflow

[edit] Add Forms to a Workflow

Meeting Atendees
Meeting Atendees

Forms that are created can also be routed through the workflow. To attach this form to the workflow,

  1. Select the Forms module under the BUSINESS or PROJECT.
  2. From the list of the form records in this page, select the required Form record and click on the Add to Workflow option available under Toolbox.
  3. The START WORKFLOW WIZARD window is now open.
  4. Select the Workflow to which the form is to be linked from the drop down field on Workflow.
  5. Enter an envelope title and description and click on the NEXT button.
  6. In the next window, select the drop down values on Rule enforcement, Priority, Status and enter the initial comments for the workflow.
  7. Click on FINISH to route the form record through the workflow envelopes.

The form record is now added to the Workflow which can be routed through the envelope process.


Personal tools