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Workflow

Workflow Progress 

Display Workflow Status on a form. This option is available if you have Status Action buttons set up on your form. Click here for  for more detailsinformation.

Show Workflow Configuration

Click here for more informationabout Workflow Configuration.

Workflow Progress Bar

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You can add the progress bar from the Form Type configuration page by setting it to Always Display under Workflow section

The Workflow Progress can be displayed using two methods:

  • Statuses

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  • Status Categories

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If you opt to use Statuses, the order will be based on the Status configuration

If Status Categories are used, you can customise the order by reordering the categories through drag and drop. Click here for information regarding status categories.

You can also exclude certain categories that you do not wish to include in the Progress Bar.

Draft, Cancelled Statuses are excluded from the Progress Bar

If a Form is in an excluded Status Category, the Progress Bar will revert to its default mode

If a Status or Status Category is skipped in the forms progress, it will be marked as completed.

Workflow Configuration

You can select if user must select a workflow when creating the form.  You can also create workflows for your form here.

An example of a workflow:

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