Assigning to Named SessionLast Updated: 07/27/2016 Introduced in Verision: 2.0 |
Forms can be assigned to specific users or groups for completion. The principal effect of assigning a form is that it appears in the Tasks list of every person to whom it is assigned. Also, by default, the assignee is sent an email to the task.
Example
In this example we will assign form to Named Session.
We begin with navigating to System > Security > Named Sessions Folder and Click Add Named Session Button.
Next we name our Named Session and pick an account this session will be related to.
Click Ok to save Named Session.
Next, we navigate to our Designer Folder and click Create Flow to create new Flow.
Name the Flow and click Ok to proceed.
Flow Designer opens and we locate [Pick or Create Form] under Flows, Rules, Forms and Reports > Forms[Interaction] in the Flow Designer’s start-up window and click Add to add this step to the workspace.
From this Step’s menu we select Pick or Create Form.
Next, we give our Form name and click Create to proceed to the Form Designer.
Our Form is designed as follows. It has a Text Block and Action Button.
We Save our Form and close it to return back to the Flow Designer. In Flow Designer we connect our steps.
From our Form’s Properties under Form Setup > Assignment Type Dropdown we select AssignedToNamedSession option.
To configure our Form Assignment we click Edit Form Assignment.
In the resulted pop-up window we click NamedSessionID picker to define Named Session it is going to be assigned to.
Next, we pick Named Session that we created in the first step of this Example.
We save the changes… This completes our Flow so we can Save and close it.
If we try to Run the Flow nothing will happen visually for us…
Logout from admin’s account.
Login as user that were related to Named Session from the first step in this Example…
We can see that our Form is in the Home Folder assigned to us.
If we click on it we have an option to Fill it Up…
We Fill it up and click Done to close it.
