Workflow: How to turn Workflows on in the Form

Workflow: How to turn Workflows on in the Form

At this stage, and prior to moving to the Transitions and Advanced tabs, jump into the Editor to turn this Workflow on in the formHelpful tip, if you have missed making the Workflow Active, you will not have success doing this next piece so make sure the Workflow status is set to active on the General tab.  Once you are in the Editor, look for Workflow on the bottom left.


Expand the Workflow area to expose the options, drag the Workflow component onto the top of the form and adjust the component as preferred (i.e. stretch it out to the width of the form, reduce the height, etc.).  The components will adjust to how you have sized that box.

Click on the Workflow component to expose the Workflow properties.  Here you can do actions such as hide the title, hide assignee’s hide due dates, and hide transitions.  Publish the form once you have your changes as desired.




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