Setup Workflow for the Custom Form

Define the number of activity steps at each level of the workflow cycle. To get you started exto presents a pre-defined 2-step workflow by default, so you can continue designing further steps that suit your business need.

Step 1: Navigate to the Workflows menu

Step 2: Access the Workflows menu within the custom module and click the Add new button on the page

Step 3: Provide a name for the workflow and click OK.

Result: The Workflow Designer opens an outline(workflow step blocks) for you to design the workflow.

Create a Master Module at Tenant Level

Create a Form at Tenant Level to Auto Complete Fields

Design the Form with Custom Fields

Create a Custom Module Record

Define the Controlling Records and Visibility in Reference Table

Create a Form within the Custom Module

Design Form to Set Controlling Records for Selection and Data Prefill

Design the Workflow and Publish

Import Master and Custom Modules

Place Master and Custom Module within Menus

Provide Group and Workflow Permission for Custom Module within a Project

Add Records to Auto-Complete Fields

Auto Complete Form Fields

Page updated

Report abuse

Setup Workflow for the Custom Form

Related Tasks