Link an input form to a workflow

If an input form is linked to a dossier item then, in the General part in the dossier item properties, all the fields from the input form are added with the value as they have been entered by the visitor. You cannot change this data.

You need first to create the input form.

To link an input form to a workflow:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type..
3. Go to the tab: Workflows.
4. Open the properties of the workflow..
5. Select the task to which you want to link the input form.
6. Select the Processing data from the input form check box.
7. Click on: Publish.

See also

• Add a subscription input form
• Add a registration input form