Edit Workflow Form

The Edit Workflow Form page allows users to modify existing form configurations, add form components, configure data connections, and customize form presentation for workflow processes.

This comprehensive interface provides detailed control over form structure, data handling, and user interface elements.

Navigation

To access the Edit Workflow Form page:

1. Navigate to Workflow Forms Management
   Access the main Forms screen through the Workflow Setup menu.

2. Locate Target Form
   Browse the forms grid to find the specific form you want to modify.

3. Click Edit Icon
   Click the edit (pencil) icon on the form record you wish to update.

4. Edit Form Page Opens
   The system displays the comprehensive form configuration interface.

Form Configuration Sections

Components Section

Search Components - Browse and add form elements:

• Input - Text input fields
• Text Level - Text formatting and styling
• Test Area - Testing and validation areas
• Number - Numeric input fields

Data Lines Section

Data Connection Configuration:

• Connection - Database and external connections
• File Pillar - File storage and management systems

Selection Section

Form Selection Elements:

• Candidate - Selection options and candidates
• Create New Grade - Grading and rating systems
• Buildp Group - Grouping and categorization

Select Section

List Management:

• Test List - Predefined option lists and dropdown values

Presentation Section

UI and Display Configuration:

• ABC - Basic presentation elements
• Test Name - Field labeling and naming
• Integer Name - Numeric field configurations
• Index - Sorting and indexing options

HTML View Section

Advanced Display Options:

• Document Operator - Document handling operations
• Server - Server-side processing configurations

Form Specific Configurations

Registration Form Example

Field Configuration:

• Name* - Required name field
• User - User association field
• Gender - Gender selection field
• Select - General selection field
• Contact N/A* - Required contact information

Segment Management

Form Section Organization:

• Name* - Segment identification
• User - User permissions and access
• Gender - Data type specifications
• Select - Selection configurations
• Contact N/A* - Required field settings

Code Configuration

Form Code Management

Technical Configuration:

• FOBM - Form object model references
• Form_1jobObj - Job object associations
• General - General form settings
• D - Data handling configurations
• Version Tag - Form version control

Action Buttons

• Save – Save all form configuration changes
• Submit – Submit the form for processing or approval
• Back – Return to Forms Management without saving

Advanced Features

Data Validation

• Required field markers (*) indicate mandatory fields
• Data type validation for different field types
• Cross-field validation rules

Integration Options

• Database connection configurations
• External system integrations
• API endpoint setups

Security Settings

• User access controls
• Data encryption options
• Audit trail configurations

This comprehensive editing interface ensures forms are precisely configured to meet specific workflow requirements while maintaining data integrity and user experience.