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We strongly recommend that you jump directly to the Workflow Tutorial if you are already comfortable using the Workflow Designer. The Workflow tutorial assumes that you have some basic understanding of the Workflow Designer. The Workflow Tutorial teaches you important workflow design patterns and increases your skills using the many workflow designer features. |
| Warning |
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Before publishing forms/workflows to production, please see the Administrator Best Practices documentation. recommends that forms/workflows be created & tested by one/multiple designers in their own accounts. After the forms are designed/tested, they can be downloaded from the individual designer user accounts and uploaded to a generic production user account (ex: “production@<your tenant>" where the forms can be published and used by your end-users. |
Related Topics
- Detailed information about all of the features and functions available with can be found in the User's Guide. For example, you can find the details about such topics as:
- Where does the form data go when the user clicks the submit button? This is controlled by your form's Doc Action. A common action is to Email data to a specified address
- What does the user see when they click the submit button? This is controlled by your form's Form Action .
- Want to make your form accessible to everyone? The owning designer always has access to the form but may configure selected users and/or roles (i.e. users with these roles) to have runtime access to the form. See how to make your form's visibility private, public in tenant, public or custom.
Want to add some colors or tighten up your forms layout? The Layouts and Styles tab enables you to customize the style of your forms & workflows so that they fit into the look & feel of an existing web application.
- Want to create forms/workflows that do cool things? See the Business Rules chapter for the details and examples of how to add behaviors to your forms/workflows.
Eventually you will want to integrate your new forms and workflows into your existing web application or with other products such as a Database, BPM product, SOA, or Web Services. Because is XML compliant and schema aware this is a straight forward task. See Integrations for details.
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