ELO Documentation

Edit workflow form

Information

You can fill out workflow forms, save the data entered to them, and forward them.

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If a workflow is based on a form, the Workflow form button is shown both in the viewer pane and the context menu of the respective workflow.

Requirements

The workflow forms must have been created in a desktop version of ELO. You cannot create workflows forms in ELO for Mobile Devices.

Step by step

1. In the Tasks work area, select the workflow and open the context menu.

2. Tap the Workflow form button to open the form.

Alternatively: Tap the Workflow form button in the viewer pane of the selected workflow.

The Workflow form dialog box appears. The form is displayed.

3. Complete the form. You can edit different fields depending on the form.

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Optional: Tap Save to save your entries.

Information: The Print function is not available in the ELO for Mobile Devices app.

4. Depending on the workflow structure, forms are usually passed forward to the next user/node after being processed. To forward a workflow form, tap the corresponding button in the Next processing step.

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Result

The form is passed forward to the next user of the workflow with the information you entered. The Workflow form dialog box closes.