The Available Forms section shows how many forms are attached to the workflow. The list of available forms displays as follows:

Adding a Form

Click on the 'Add New' button to add a new form for a selected workflow. The following dialog box appears:

• 1. Select a form from the drop-down list. Form Definitions are given in Master Tables.

  2. Select Requires field specifies other data/header/event fields to be populated. A custom requires can also be added based on the requirement.

  3. Provide the desired Event Code in Trigger Event Code field to get auto-populated with the date of form generation.

  4. Select Do Not Attach Work Order checkbox if this form is not to be attached to the work orders of this workflow.

  5. Select Allow Deletion From Work Order checkbox if this form can later be deleted from the work orders of this workflow.

  6. Click on the 'Save' button to add the form to the workflow.

Editing a Form

Deleting a Form

Note

Global forms are automatically available in all workflows and can't have any kind of validation. If requires to validate event/data/header etc then it needs to be set non-global and link to respective workflows manually.