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LRDOCS-4954, Kaleo Forms #18

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Expand Up @@ -60,7 +60,13 @@ form for each of the four nodes.
- Approved
- Managerial Comments

![Figure 6: Workflow task forms are a subset of the original form.](../../../images-dxp/kaleo-forms-form-builder.png)
![Figure 6: Workflow task forms are a subset of the original form.](../../../images-dxp/kaleo-forms-form-builder.png)

6. Click *Save*.

7. On the next screen, click on your new form to choose it.

Now the workflow definition's StartNode has a form associated with it.

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Expand All @@ -72,16 +78,21 @@ over it and clicking the wrench icon.

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If you don't need to change any field settings in the form, click *Save*. On the
next screen choose your new form by clicking on it. Now the workflow
definition's StartNode has a form associated with it.
You have three more fields to create using these steps.
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Actually, there are three more field sets or forms to be created. 🙂


Next create a form named *Spa Order Process--Technician Claim Form* for the
Technician Claim workflow task. Follow the same procedure used above, this time
deleting these fields from the full field set:
1. *Spa Order Process--Technical Claim Form*

- Approved
- Managerial Comments
For the Technician Claim workflow task. Follow the same procedure used
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On the screenshots, this Workflow task is named as Technician instead of Technician Claim. 🙂

above, this time deleting these fields from the full field set:

- Approved
- Managerial Comments


2. *Spa Order Process--Managerial Approval Form*

The manager can change anything she wants about the order, so include the
entire field set in the form.

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Expand All @@ -92,9 +103,10 @@ and that all technicians are fulfilling their share of the spa's duties.

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Create a form to be used in the Managerial Approval task, called *Spa Order
Process--Managerial Approval Form*. The manager can change anything she wants
about the order, so include the entire field set in the form.
3. *Spa Order Process--Final Order Form*

Like the last form, it should have all the form's fields so that the
customer service representative can review the order with the customer.

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Expand All @@ -104,10 +116,6 @@ of technician, and confirms the services they want).

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There's one more form to create: the *Spa Order Process--Final Order Form*. Like
the last form, it should have all the form's fields so that the customer service
representative can review the order with the customer.

![Figure 7: Once created, your process is listed in Kaleo Forms.](../../../images-dxp/kaleo-forms-processes.png)

Click *Save* when finished. The process is ready to test.
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