HELP CENTER NAVIGATION: Contents :: Workflow :: Enable Workflow :: Text Tutorial
Enable 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 |
Click the Control Panel tab.
Select Manage Workflow in the Workflow section.
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| Step 2 |
Select eForm name in the drop down list
Ticking options enabling workflow for this eForm. After that, user can make use of a workflow within the selected eForm.
Administrator can add a new state, modify or delete existing states. Please refer to related topics.
Tip: Test if workflow is working within an eForm, return to the now workflow enabled eform. Look for the resp person dropdown menu and select yourself then press save. Now check your My eForms and the form should be there instantly.
Troubleshooter: If you cannot find your resp person drop down menu then try opening the eForm in the eForm designer and double check the workflow feilds are visible (within control tab of the feild properties box and not sitting behind a HTML text box). |
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Related Topics |
Add a State to Workflow
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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