Assign Forms to Workspace

"Workflow Manager" provides team members the ability to pre-configure forms at the application level which can be assigned and used within a Workspace by privileged users. This forms can then be customised and configured as per the need of the Workspace.

 Assign Forms to Workspace privilege is required in order to Assign a form to the Workspace.

The following lists the steps to assign forms to your Workspace:

1. Select Apps - Assign to Workspace option from the  dropdown displayed at the top of the screen.

 A list of forms configured at the application level is displayed, grouped by Form Group as shown below:

2. Mark the checkbox against the Form which is to be assigned to the Workspace as ON.

3. Click on Copy Selected Form Templates to Workspace

 A copy of the form will be assigned to the Workspace, which can then be customised for use with the Workspace.

Note: If you want to download the Form Template of any of the Custom Forms click on the icon displayed against the custom Form

Useful Links:

Manage Form Settings within Workspace

FAQ's:

Q: I want to download a Custom Form Template but I do not see any download icon against the Form Template.

A: You must be trying to download a basic form template. Download icon is only displayed against a Custom Form Template.

Q: I try to name the Form Group Code for a form as INV in my Procurement Manager Workspace, but I am informed that I can have only one form with Form Group Code INV.

A: Procurement Manager allows only one form with Form Group Code INV within a Workspace which specifies that the form is an Invoice form