"Workflow Manager" Team members may associate additional forms while creating comments and forms from different resources when clearing their personal actions. For example, a user may associate an online form to their comment as it may be a valuable part of their comment. This association may be an online form already submitted to Asite.
The following lists the steps to associate forms from your Workspace: (only available when commenting and working with forms depending on Workspace set up).
Add Forms:
1. Click on Add Forms link to associate forms
2. Use Search Filter to find selected form for association
Also available when creating / replying to forms
3. Select items for association by clicking in box adjacent
4. Select Forms to associate
5. Click on Associate Selection & Find More Forms to continue further selection.
6. Click on Forms Selection Complete to complete the association
7. Associated Forms will be displayed in the main page as under:
Add Forms from Basket:
1. Click on Add Forms from Basket link to forms from Form Basket of logged in User
2. Use Search Filter to find selected form for association
Also available when creating / replying to forms
3. Select items for association by clicking in box adjacent
4. Select Forms which you want to associate.
5. Click on Associate Selection & Find More Forms to continue further selection.
6. Click on Associate Forms Complete to complete the association
7. Associated Forms will be displayed in the main page as under:
Useful Links:
Associate Documents and Comments