Workflow: How to Use Advanced Tab
The Advanced tab allows for further actions to take in order to benefit from the Workflow that has been set up. You can Display the Process in Gridview, Display the Process in Listings, Transitions can be managed via Buttons (which allows you to turn the buttons off on all the controls on the form, so transitions can only be done with JavaScript calls), And Transitions can be managed via Form Scripts. If you want to use automation and JavaScript to control the transitions, and don't want the buttons, you check scripts and uncheck buttons and Transitions can be managed via Form Scripts, which would allow for transitions to take place automatically with something happening on the form. Utilizing this would take the Clevr development team to assist with (or Editors with strong technical skills). Please contact us for more information on this piece.
Related Articles
Workflow Visualization Guide
This guide provides step-by-step instructions for creating, configuring, and managing Workflow Visualizations within Clevr’s Form Management system. It covers how to assign roles and permissions, define workflow stages (statuses), establish ...Workflow: How to View Workflows on Listings Card
When you turn on Display this Process in Listings on the Advanced Tab, you can easily see the Workflow in listings. Visit the listings card for the form that has the workflow set up. Find Configure in the top right ellipsis. Turn on the Workflows you ...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 form. Helpful tip, if you have missed making the Workflow Active, you will not have success doing this next piece so make ...Workflow: How to Assign the Workflow
The Assignment Rules tab is where you assign who will be part of the Workflow. You can label the Assignee Label whatever works for you, for example you can label it “Owner” or “Who Owns the Workflow” or “Awaiting Feedback From”. You can add a ...Workflow: How to Create or Edit a Workflow
Workflows are configured in the form management card and the editor. You can set multiple Workflows per form if desired. To give a role access to workflows go to the Configuration menu, click on clevr Configuration, go to Roles, find the role that ...