User manual

Working with Forms
Adding a Form
Once a Business Process has been configured you can add forms.
If you have not created a Business Process see
Step 4: Business Processes (page
263) for instructions.
You can create a new form if you have been given the ability to create a new
form in a specific Business Process.
1 From the Forms menu, choose New Form and then the Business Process
that you want the form to reside in. Following is an example.
You can choose to add a form to a log and not assign it to anyone. Doing
this "posts" the form to the log and allows you to notify, cc, and discuss
the form, but no assignments are made. To post a form instead of assigning
it, open a log and click Add ➤ Without Assignment. Complete the form
as described in the following steps, skipping step 3. If you do not
specifically choose this option, it is assumed that you want to assign the
form.
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