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The palette contains all of the forms in your application's form tab, a new form, an http Wait-Notify, Email and a summary step. Click on the form you want and drag it into your flow. See adding steps to your flow for more information.

Note

The Form Viewer control is used to allow a generated PDF to be viewed as part of a form step in a flow. In this version of , this control only This control appears on the Forms palette in the flow designer when you click the icon to edit an step in a flow. 

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  • Clickt the   view the workflow icon to display the steps of your flow on the flow designer canvas. Click this to return to the workflow canvas from the pdf mapping screen.
  • Click the  view forms generated by the flow icon to view/edit additional pdfs such as the W- 4 Employee's Withholding Allowance Certificate 
  • Click the  what does the user see icon to configure what users will see when they submit your flow.
  • Click the what happens to my data icon to configure what happens to the data when the flow is submitted.
  • Click the  who has access? icon to display the Access control wizard. This wizard is used to specify flow visibility, flow submission and audit trail permissions.
  • Click the  save and exit  icon to save the changes to your form flow and exit back to the Forms Flows Home Page
  • Click the print  icon to print the whole flow as it appears in the flow designer. Clicking the print icon is helpful when customizing the pdf associated with your form/flow.
  • Click the  cancel changes icon to discard changes you’ve made to your form flow and exit back to the Forms Flows Home Page