Differenze tra le versioni di "Workflow configuration steps - Form"

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== Form Designer ==
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<u>''Form Designer''</u>, located in <u>''Grant Management''</u> tab, allows to define the layout of the main, <u>''General''</u>, tab of a ''[[glossary|ticket]]''. This is done by configuring a ''[[glossary|workflow form]] ''which is constituted of a set of sections and columns.
  
The grant management section is actually made of different configuration tabs: ''<u>Grant Management</u>'', ''<u>Form Designer</u>'', ''<u>Ticket Activities Options</u>'' and <u>''Ticket Message Templates''</u>. Olny the <u>''Grant Management''</u> will be discussed here.
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To create a form start by adding a ''[[glossary|workflow form section]]''. This can be done by clicking the right button of the mouse in the form area and selecting '''Add Component''' option. In the following window, choose  "Section" in <u>Type</u> field, provide the key information (<u>Name</u>, <u>Width</u>, <u>Height</u> and <u>Columns</u> for the ''[[glossary|workflow form section]]'') and '''Save'''.
  
<u>''Form Designer''</u> allows to define the layout of the main, <u>''General''</u>, tab of a ''[[glossary|ticket]]''. This is done by configuring a ''[[glossary|workflow form]] ''which is constituted of a set of sections and columns.
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To add ''[[glossary|workflow fields]]'', click the right mouse button on the ''[[glossary|workflow form section]]'' where you want to add it and select '''Add Compoent''' again. This time choose "Custom Field" in <u>Type</u> and the needed ''[[glossary|workflow field]]'' in <u>Custom Field</u>. The list of ''[[glossary|workflow fields]]'' will be populated with the predefined and custom ones () . The new workflow field will be placed in
 
 
To create a form start by adding a ''[[glossary|workflow form section]]''. This can be done by clicking the right button of the mouse in the form area and selecting '''Add Component''' option. In the following window, choose "Section" in <u>Type</u> field, provide the key information (<u>Name</u>, <u>Width</u>, <u>Height</u> and <u>Columns</u> for the ''[[glossary|workflow form section]]'') and '''Save'''.
 

Versione delle 11:24, 9 gen 2016

Form Designer, located in Grant Management tab, allows to define the layout of the main, General, tab of a ticket. This is done by configuring a workflow form which is constituted of a set of sections and columns.

To create a form start by adding a workflow form section. This can be done by clicking the right button of the mouse in the form area and selecting Add Component option. In the following window, choose "Section" in Type field, provide the key information (Name, Width, Height and Columns for the workflow form section) and Save.

To add workflow fields, click the right mouse button on the workflow form section where you want to add it and select Add Compoent again. This time choose "Custom Field" in Type and the needed workflow field in Custom Field. The list of workflow fields will be populated with the predefined and custom ones () . The new workflow field will be placed in