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This is an easy way to keep your forms and workflows in sync and reuse forms created/updated in the workflow designer in other workflows or as standalone forms.
 Form actions and Doc actions, excluding Doc URIs, are copied to the extracted form if that step in the workflow was an existing form that was dragged into the workflow and that form had configured actions. Activity doc actions are retained. Email Activity doc actions are copied to the Additional Email tab in the extracted form.
 Doc Uris are cleared when applied to a form that is created in the forms designer then dragged into the workflow designer as a step. Designers will have to manually add them to the extracted form.

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• Click anywhere in the General Setting section in the Properties Navigator on the left. This opens the Settings tab. Change the name of the step from the default to something meaningful in the Name field.
  When you click on any step in the workflow,  a series of action icons displays depending on the step type. Creating a workflow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:

  • Image Modified - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the workflow step and in the Properties Navigator on the left side of the designer. 
    • Clicking the Image ModifiedEdit Step Properties icon on a workflow step displays tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location.
      
    • Clicking the Image ModifiedEdit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.
  • Image Modified - Chain link icon - Click this icon to create Linked Steps. Refer to Linked Steps in a Workflow for a discussion of this Workflow Design pattern and when you should use it.
  • Image Modified - Download Arrow over bar - Use this icon to download the step of the workflow as a standalone form. You may want to do this if you update the step in the workflow designer and you want to keep your Forms and Workflow libraries in sync.
  • Image Modified -  Pencil icon - Click this icon to make changes to a workflow step. The form will open in the Forms Designer inside of the Workflow Designer. Remember, the form in the Workflow Designer is a copy and any form changes will not automatically sync up with the original form in your Forms library.
  • - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

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Existing Forms 

The palette contains all of the forms that you have already created and which are listed in your current project's forms home page. You can use any form as a step in the workflow. Adding an existing form to the workflow creates a copy of that form. If you later edit the form from the forms home page,  those changes will not affect the step in the workflow. It remains as it was at the time you copied it into the workflow. If you want to update the workflow to have a new copy of the form, delete the form from the workflow and drag it in again. You can also edit the form directly in the workflow. Conversely these changes to the form inside the workflow do not affect the original form in the form home page.

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Click to select it. When you click on any step in the workflow,  a series of action icons displays depending on the step type. Creating a workflow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:

• Image Modified - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the workflow step and in the Properties Navigator on the left side of the designer. 
  • Clicking the Image ModifiedEdit Step Properties icon on a workflow step displays property tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location.
    
  • Clicking the Image ModifiedEdit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.
• Image Modified - Chain link icon - Click this icon to create Linked Steps. Refer to Linked Steps in a Workflow for a discussion of this Workflow Design pattern and when you should use it.
• Image Modified - Download Arrow over bar - Use this icon to download the step of the workflow as a standalone form. You may want to do this if you update the step in the workflow designer and you want to keep your Forms and Workflow libraries in sync.
• Image Modified -  Pencil icon - Click this icon to make changes to a workflow step. The form will open in the Forms Designer inside of the Workflow Designer. Remember, the form in the Workflow Designer is a copy and any form changes will not automatically sync up with the original form in your Forms library.
• - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

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When you add an existing form as a step in your workflow:

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Previously completed steps in a workflow can be viewed by all users but editing data is only allowed for the user that initiated the workflow. For example, if the Summary step is part of a screenflow performed by the same user, editing is allowed when this user clicks on the Details button. Once the workflow navigates to a different user, previous steps are rendered read-only and cannot be edited. Refer to Workflow Processing Modes for more information.

The Print button is available on Summary steps by default. Refer to Printing Workflows for the details.

When you click on the Summary step, you will see

• Image Modified - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the workflow step and in the Properties Navigator on the left side of the designer. Click the Image Modified icon on the Properties Navigator or anywhere in the General Settings section takes you directly to the Settings tab.
  
• Image Modified - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

The designer can specify a CSS class, a Button label and a Decorator for the Summary step on the Settings property tab.

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The fields that display on the Summary Step are selected by the designer in the Summary wizard.

HTTP

Drag an HTTP step from the Palette and drop it anywhere in your workflow. If you are adding it as the first step, drop it into the guide box. You will only see the guide box when adding the first step.

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Click to select it. When you click on any step in the workflow,  a series of action icons displays depending on the step type. Creating a workflow step by dragging/dropping an HTTP shows these icons:

• Image Modified - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the workflow step and in the Properties Navigator on the left side of the designer. 
  • Clicking the Image ModifiedEdit Step Properties icon on a workflow step displays tabs to set up Settings, Email and Web Hook properties.
    
  • Clicking the Image ModifiedEdit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.
• Image Modified - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

HTTP Wait - Notify

HTTP Wait-Notify is a step, configured with a post url, that can be added to a workflow. The workflow data is posted to this url when the task is executed. A call back url is included in the post. The workflow and task are suspended until the receiver posts back.

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