Create Complete Form Workflow Process

The Complete Form Workflow Process enables admins and editors to request from a selected set of users to download form(s) from specific Content Type(s) then complete, and upload these forms. To create this workflow process, do the following steps:

  • Go to Workflow Viewer in Workflow view and click on the Workflow Wizard button.
  • In the first step of the wizard select Complete Form from the list of workflow processes. You can:
    1. Select the study in which the workflow process is created (only active studies are displayed)
    2. Optionally modify the workflow process description and name
    3. Select the category to which the new workflow process will be added
    4. Select whether this workflow process should be started immediately after its creation
    5. Specify whether or not to notify the workflow initiator upon process completion.
  • The Upload Form workflow process includes one task: Upload Form. To move to the next step of the wizard click Next.
  • In this step, you fill the details required for the Upload Form task:
    1. First, you should select forms (from Content Types) to be completed and uploaded by users. Alternatively, you can upload these forms through the Upload menu in Document Navigator and select Form as the Document TypeYou can view the content of any form in the hierarchy by clicking on it and the form will be displayed in the document viewer.
    2. After you select at least one form, the list of persons (required to complete and upload the selected forms) is enabled for selection. The list of persons is displayed by Organization, where you can mark users and click on the Add button to add them to Recipients list. You can add more forms and persons to the recipients list. Additionally, you can delete entries in this list by selecting these entries and clicking on the Delete button. Furthermore, you can export the content of the recipients list to a CSV file by clicking the Export button.
    3. You can add a customized message that will be appended to the notification message, select upload due date, Metadata required to be filled, and the frequency of email reminders sent to users who are asked to complete and upload the forms. To move to the final step, click Next.
  • The final step of the wizard provides workflow summary. Click Finish to conclude the wizard and create the workflow process.