Form setup

What form setup includes

After creation, a form is configured through several tabs.
Each tab is responsible for a separate part of the form logic.

Recommended setup order

1. Configure base form settings (name, icon, folder).
2. Add and configure form fields.
3. Configure access.
4. Configure steps (workflow).
5. Enable extensions when needed.

Form settings tabs

Step by step

1. Settings (base parameters)

Form name, icon, folder, task title, and print templates.

👉 Details: Base form settings

2. Template (form fields)

Defines what data the form stores and how it is displayed.

👉 Details: Form fields

3. Access

Defines who can do what with form tasks.

👉 Details: Form access

4. Steps

Defines the task execution route.

👉 Details: Steps (Workflow)

5. Extensions

Connects additional functionality.

👉 Details: Form extensions