Workflow is the status and approval process for the form from start until finish. The Workflow can be set during the form editing process as shown below: Some basic workflow settings include Status, Start, State and transition buttons. Status refers to the state of the form within the workflow process (Open, Review, Approved etc.). Start value can be enabled for multiple status instances. State sets the current state of the selected Status which include three options (Draft, Open and Closed). Transition is used to change from one Status to another. The Initialization Settings button is available to set the editable properties when creating a new form and can be used to change the transition button title. The Button view flowchart displays the flowchart of the workflow. Example: Delete button will delete the active workflow. Notes: Workflows are defined for form types and any forms of the same type will follow the same workflow. Each type can have only one workflow associated with it. Each workflow must have at least two status options defined. Workflow from Template SYNCHRO control has a default workflow template to help users easily get started. When there is no workflow applied, the Import Workflow Template button will appear. Click the Import Workflow Template button to display the following dialog providing three template workflows: Basic Workflow Assignment Workflow Review Workflow Select a workflow and click Import to load. Some details about each workflow template is provided below: Basic Workflow: This workflow is a basic workflow, very simple. It contains two status, Open and Closed. Assignment Workflow: Normally used if the form needs an assignment process. Review Workflow: This workflow is for a form that only needs a review process.
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