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Workflows are Form workflows control the make up and behaviour of the application form which users are completing in order to book onto a booking item.

Table of Contents

Overview

Each form workflow can be created and edited directly from the configuration section of each booking item.

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Clicking the edit icon next to form workflow in the configuration section of a booking item displays the detail as to which form workflow is currently selected.

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Clicking create new workflow takes you through the creation wizard in order to create and customise a new form workflow.

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Workflow name

Used to help you identify a specific form workflow when there may be many created within a single booking item.

Who can initiate workflow

Specifies which users should be capable of taking the initial step to create a new booking.

First state name

The name given to the state into which a new booking will be created when initiated.

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Transitions

Transitions allow a form to move between states. Which user(s) should be capable of performing the transition, as well as any actions it should perform, can be customised during the transition editing process.

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As transitions are defined the workflow overview will show in a diagram form all the states in which each booking can exist, and the transitions which allow the booking to move between states.

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States

Form