Using a form

Overview
After a form is configured, users create tasks from it. An administrator should verify the process works correctly: fields are shown, required rules work, and access is enforced.

Step by step

1. Create a test task from the form (as an “employee” user).
2. Check required fields and validation/error messages.
3. Go through workflow stages (if configured) and verify:
   • which fields are visible at each stage,
   • which fields can be edited,
   • which fields are required.
4. Verify access with different roles (employee/manager/admin, etc.).
5. Collect user feedback and adjust the form.

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Screenshot: creating a task from a form and filling fields.