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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

Form

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