Form workflows control the make up and behaviour of the application form which users are completing in order to book onto a booking item.
Overview
Each form workflow can be created and edited directly from the configuration section of each booking item.
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.
Clicking create new workflow takes you through the creation wizard in order to create and customise a new form workflow.
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. |
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.
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.
States
Each booking can exist in a single state at any given time. States are defined and changed when creating transitions.
Once states have been defined they can summarised from the states tab.
This tab allows for the control over which users should be capable of deleting a booking in any given state.
Use timeline owner if you wish for the owner of the booking to be the person capable of deleting this booking.
Form
The form element can be accessed from the form tab.
This area allows you to design the application form you wish users to complete during the booking process. It consists of fields which can then be assigned to each state and role to determine which users have the capability of viewing/editing each field within each state.
