Add a Form Task to a Task Step

Form tasks have performers view or provide information. In both cases, they use forms created in the Form Editor.

To add a form task to a task step:

1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
2. From the Main Menu, select Workflows and Forms, and then select Workflow Design.
3. On the Workflow Design page, select a workflow design.
4. In the Workflow Design Editor, select a task step.
5. In the Step area, select Add , and then select Form Task.
6. In the Form Task Details dialog box, enter a Name and Instructions for the task.
7. Select OK.
8. Select Save.

When you are done with the workflow design, you can specify other aspects of the form task, such as which form it uses, on the Workflow Configuration page.