Create a process form

Created by Felixe Sergerie-Dostie, Modified on Wed, 28 Aug, 2024 at 10:35 PM by Felixe Sergerie-Dostie

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The article concerns the following role(s):
MHR


The article requires the following module(s):
N/A



Before starting:


Click here to access this page:
 (LIEN)




On WEB application

On mobile application


1. Click on the cog-wheel. 


2. Click on the "Onboarding", "Outboarding" or "On demand" module.


3. Click on "Forms".


4. Click on "New Form". 


5. Fill in the form: 

  1. Code
  2. French Title
  3. English Title
  4. French Header
  5. English Header


6. Check the "Is Enabled?" box.


7. Save.


8. Click on the magnifying glass icon.


9. Use the drop-down list to add fields to your form.


10. Complete the grid: 


  1. Read Only: Field cannot be edited
  2. Mandatory: Make information entry mandatory
  3. Sequence: Order of display in the form


11. Click on "Save changes".


Sorry, the functionality is not available on the mobile application.

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