Edit Wizards

To edit the User Form, click on the icon to the left of the workflow step

The User Form page of the wizard will open and can now be edited

To edit the workflow step outcomes, click on the top right icon of the workflow step

Outcomes can now be added or edited for this workflow step

Click on Add to add a new workflow step or drag a template from Outcome Templates, An outcome can either be linked to a new workflow step or to existing workflow steps. Click on the drop-down to select an existing workflow step to link the outcome to.

To add rules to the outcome, select the outcome and click Edit. An action statement can be added by clicking Add Action Statement. Click on the drop-downs to configure the statement.

To add context statements, click on the outcome and click Add Context Statement. Type a value or drag a pre-configured field from the Context Browser such as a Data Field, Item Reference or SmartObject Load method property. Note that when a SmartObject Load method property is used, an input property is required for the correct information to load.

To edit the workflow step participants, click on the bottom right icon of the workflow step

Participants can now be added or removed from this workflow step