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Many work flows often involve a number of people filling out different sections of a single form. So when you're designing this type of flow, you're most likely dragging the same form into the flow designer repeatedly to create the different steps in the flow. Another way to create this type of flow is to use the Linked Steps feature of the flow designer. In this method, you create a linked version of a form for each step you want in your flow. One great advantage of this method is that if you need to make changes to the form after you've created your flow, you only have to edit the "parent" form — the editing changes are automatically propagated to its linked forms in the flow. Conversely, if you drag multiple copies of the same form into a flow to create steps, you'd have to make any changes to each copy of the form in each step. If you want to show or hide different parts of a form depending on which user is filling it out, you can easily do this in a flow designed with linked steps using the Security tab or Business Rules. One circumstance in which you might not want to use linked forms is a flow in which each user is filling out a different form. - To create linked forms in a flow, first drag a form into the flow designer.
- Click on the form, and then click
 Image Modified to to create a linked form. - Continue clicking Image Modified to to create as many of the linked forms as you want.
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The example below shows the parent Lodging-Meal Selections form and its two linked forms. Notice that the parent form and its linked forms initially all have the same name, but the linked forms are outlined by dashed lines rather than solid lines. Note also that the form displays three icons when you click on it, while the linked forms display only the remove icon.
- Click Image Modified to to create a linked step.
- Click Click Image Modified to to open a step in the Form Designer to edit it.
- Click to remove a linked step.
- Click to download the parent step as a standalone form. This icon will not display on the linked steps.
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To do this, you can edit the the form via the Flow Designer and use the Security Tab in the Forms Designer to assign a role to sections of the form. Click the form, and then click Image Modified to open the form in the Form Designer.
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