The Guided Designer Settings mode displays the Properties Wizard, where you can configure form/workflow settings, the user experience, and what happens to submitted forms and data. Here is what you need to know:
- Form and Workflow Settings are very similar, but some tab names will reflect either "form" or "workflow" respectively. Differences are outlined in the sections below.
- If you are working on several tabs at one time, you can navigate to other tabs and make changes there. Use the left and right arrows at the top of the screen to display additional tabs. Your changes are temporarily saved while you switch between forms, or even between the Settings tab and other Guided Designer modes (Form, Rules, PDF Mapping). Click Save
to permanent save your changes.
- will validate the Property Settings when you select a different Guided Designer mode or use any of the Save options (Save, Save and close, Save and test). If a property value is invalid, the tab(s) will not close and a message will display telling the designer that there are corrections to be made before saving. CLOSE returns you to the current tab if there is a validation error. Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red. DISCARD & CLOSE dismisses your changes and returns you to the current tab. You can now navigate elsewhere.
- Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you.
- Clicking on the
down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your workflow and workflow/special templates provided in . - In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it.
- On some tabs, you may have to slide the
toggle to the right to turn on a feature. - Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your workflow that match the entered text and will be added to the field as a control template.
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- The name of the current step displays with a bright blue color. Note that the active step number is also circled in bright blue. Steps that have yet to be performed display with a light blue color.
- HTTP Wait-Notify and Anonymous Task steps, once performed, display with a faded blue color indicating that the workflow cannot be reset to this step.
- Skipped steps display with a light blue color and steps that have already been performed display with a black color. For example the Expense Report workflow shown in the image, has four steps: Expenses, Reviewer, Supervisor and Accounting. The employee fills out the Expense report for an amount less than $5000.00. The workflow is routed to a company reviewer and if approved, to Accounting for final processing. If the amount of the expense had been greater than $5000.00 then the workflow is routed to a Supervisor for an additional review before navigating to the Accounting department. The Supervisor step is skipped for Expense reports less than $5000.00. When the Accounting employee performs the task, here is what they will see:
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Users can go to their Task List to retrieve the task and they will be returned to the screen where they were when the browser was closed.
Let's say you have a screenflow with steps A > B> C and the user closes the browser at screen B. When the user performs the task from the Task List, the workflow will open up at step B.
Here is a short synopsis of when the current location is saved. Consider a workflow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):
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The Fast Finish feature is very useful when you're filling a lengthy screenflow. workflows consist of steps (steps) performed by the same person or more than one person. Steps in a workflow performed by the same person are called multipage forms or screenflows. The designer can select the 1063038362 or add a Summary step as one of the steps to provide an easy way to move forward and backwards through the steps of a workflow.
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- An step is encountered that is not valid - this could be as simple as a required field that was not filled in.
- The next task is assigned to any user/role that is different or the same from the user that selected finish - an example would be the step in the workflow that gets routed to a manager for approval.
- The next task is an Anonymous Task or HTTP step type.
- The last step is valid and submitted.
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- Edit the workflow in the Workflow designer.
- Click on the Employee Information step. Click on the
- Check Fast Finish.
- Repeat for all the steps in the workflow where you want the Finish button to display.
- Save your changes.
If the steps in your workflow consist of forms and/or a summary step, Fast Finish forwards through the steps of your workflow until it hits one of the terminating conditions listed above.
Let's consider the Employee On Boarding workflow as an example. This workflow consists of a screenflow that is filled in by the new employee:
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The Fast Finish button on an iPhone or iPad is accessed via a dynamic action menu that is activated by the right-most button in the top button bar. The action menu drops down below the button and floats above the form. If Fast Finish is not selected for the workflow or on the current step, then the action button and menu are not present at all.
Refer to this feature announcement for more information.
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If this checkbox is unchecked, tasks for the form will not appear in Tasks history searches. If you want them to appear, make sure this box is checked. Changing this property affects all tasks for this form, including ones that were created prior to the action.
Accessible
Live Forms can be used to build accessible forms/workflows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to this documentation for the details.
Show Logo
This property is checked by default and causes the “powered by ” logo to appear on your form. Uncheck the checkbox to remove the logo from your form.
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Check the individual fields to select the fields you want to appear in the Summary view if you have a Summary step in your workflow. Only checked fields will appear in the Summary. There are also two checkboxes labeled "All" and "None" which will show all the fields or none of the fields, respectively.
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