Workflow configuration steps - Form

Form Designer

The grant management section is actually made of different configuration tabs: Grant Management, Form Designer, Ticket Activities Options and Ticket Message Templates. Olny the Grant Management will be discussed here.

Form Designer 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.