Add a Workform Wizard
The Add a Workform wizard is used to add a new exchange library workform. Part of the Manage Workforms group, the Add a Workform wizard displays the workform information needed to add a new workform to the system. Using an exchange library workform, you can determine which fields display in the exchange library record, which fields are required, and what the default values will be.
When adding a new exchange library workform, the Required and Optional tabs display.
| • | Required - The fields on the Required tab always display in your exchange library record, but you can decide which of these fields are required when the exchange library record is saved and what the default information will be in the exchange library. |
| • | Optional - The fields on the Optional tab do not need to be displayed in the exchange library record. You can choose whether you want the fields to display in the record. You can also decide which of these fields are required when the exchange library record is saved and what the default information should be. |
If you select the Input Required check box, and have not provided a value, the system will prompt you when the exchange library record is saved, based on this workform. You will not be allowed to save the record without this information. If the Input Required check box appears dimmed and selected, the system always requires a value for this field, regardless of your choice.
The Default Value allows you to select a default to display when adding an exchange library using this workform. Defaults only apply when you create an exchange library record.
For information about these fields see Required and Optional Tabs.
To add a workform
| 1 | In the Manage Workforms group, click the Add a Workform wizard. |
| 2 | In the Name box, type your workform name. This field is required. |
| 3 | In the Description box, type a description that will help you identify the workform. This field is optional. |
| 4 | On the Required tab, in the Input Required column, select the check box of each field you want to require in the exchange library record, and then select the default value for the required fields. |
| 5 | On the Optional tab, in the Field Name column, select the check box of each optional field you want to display in the record. |
| 6 | In the Input Required column, select the check box of each field you want to be required. |
| 7 | In the Default Value column, select the default value for the required fields. |
| 8 | Click Add Workform to save your changes or click Close to close this wizard without saving your changes. |
After adding the workform, you can continue to make updates to the workform and click Save to keep the changes.
Once a workform is added, it cannot be deleted.
You cannot add an exchange library until you have added a workform.
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