HELP CENTER NAVIGATION: Contents :: Workflow :: Add a State to Workflow :: Text Tutorial
Add a State to Workflow
When used correctly the workflow tool will improve communication efficencies.
Workflow is only available in eBMS Pro and Enterprise versions. To use workflow you must first enable workflow for the desired eForm by the administrator.
eBMS Pro Tip: To utilise the power of My eForms and improve your workflow and communications within the organisation, encourage all users to use workflow and My eForms reguarly.
eBMS Enterprise Tip: Use the scheduler to automate your procceses and workflow by scheduling triggered emails to send based on an event.
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| Step 1 |
Open up the Manage Workflow section via the Control Panel
Select an eForm from Select eForm Type.
Result: All States for Current Workflow List box will be filled by all the existing states of the workflow
Click Add State Button
Result: A new dialog box to add a state appears. |
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| Step 2 |
Select a State Name in drop down box.
Select an After State to place the new state after that state.
Note: By default, the workflow type is Manual Workflow |
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| Step 3 |
Click Submit button to add new state or Return to cancel. the adding ad return to the previous page
Return to the now workflow enabled eform.
Tip: Test if workflow is the state has been added within an eForm, return to the now workflow enabled eform. Look for the status dropdown menu to view your modified states. |
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Related Topics |
Delete Existing State from Workflow
Enable Workfow
How to use Workflow in an eForm
Modify Existing State from Workflow
My eForms |
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