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* Click to create a linked form.
* Click to open a form in the Form Designer to edit it.
* Click to remove a form or a linked form.
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Linked Forms and Activities
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Because the parent forms and its linked forms represent activities, you'll want to give them unique names. The parent form in this example has three tabs used for hotel check in, dinner selection, and hotel check out.
[[Image:linked-forms_SourceForm.gif]]
To rename the form and its linked forms, click on them and then use the '''Name''' setting Name setting in the Properties panel as shown below.
[[Image:linked-forms_RenameForm.png]]
As with other forms you use to create activities, you can assign a linked-form activity to a [[V4_Designing_Flows#Role_List | Role]],so that the activity is performed by someone with that role, or even by a specific [[V4_Designing_Flows#User | user]]. In this example, we rename all three activities and assign each to a different role.* '''CheckIn''' is
- CheckIn is assigned to the
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- Reservations
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- role.
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- DiningRoom is assigned to the
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- MaitreDHotel
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- role.
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- CheckOut is assigned to the
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- Billing
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- role.
You may also want only certain sections of the form to be visible in an specific activity so that only users in a certain role see those sections. For example, in this flow, perhaps only the dining room staff needs to see the form's Guest Information tab.
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:pencil.gif]] to to open the form in the Form Designer.
In this example, we assign the ''Guest Information'' tab tab to the ''MaitreDHotel'' role role.
[[Image:linked-forms_FormSecuritygif.gif]]
When the flow runs, the first activity, ''CheckIn'', is performed by a user with the ''Reservations'' role role, so that user does not see the form's Guest Information tab, which is only visible to a user with the ''MaitreDHotel'' MaitreDHotel role.
[[Image:linked-forms_HiddenTabInActivity.gif]]
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