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To design/modify a form step in the flow designer, first click it to select it; it turns light blue. Click the pencil icon to launch the Form Designer. For more information on designing forms, please see the Form Designer documentation. Info |
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When a form is added to your flow it is added as a copy. Editing it, saves changes to the copy and will not affect the original form that was dragged in from the palette. However, you can download a form step from a workflow as a standalone form by clicking the forms icon. |
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Workflows where one form gets routed to a lot of people and they all have to work on it collaboratively, typically use the Linked steps approach.
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Just a reminder, there There are several design paradigms for workflows that you may want to consider depending on your flow requirements. You can find examples of each type here. |
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