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Forms are used so that those involved in the process can, during the progress of the requests, provide or consult data in a simple and structured way. Existing forms are displayed from the Documents resource or the Form Editor. They are identified as: - ECM Form: these are forms that already exist and were created from the Documents resource. They can be linked and used in the process normally; however, they cannot be opened and edited in the Form Editor, as they are not compatible.
- New editor form: these are forms that already exist and were created from the Form Editor, and can be opened and edited from it.
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| To create a specific form for this process, simply do not select any existing form and click on Create new – located next to the field – to build the form in the Form Editor. When saving the created form, it is automatically linked to the process. It is also possible to create a form from the Create process form option – located on the right side of the top bar. In this case, no existing form should be selected in this field so that a new one can be created from this option in the future. |
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10. If the selected form is from the Documents, feature, define the other desired characteristics for it.
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