3.2 How to add a form within your workflow

This article explains how to add a form in a workflow. For example, a form can include a workplace inspection, an observation or a report of an unsafe situation.

1) Newly created workflows are basically empty with only a beginning and an end. Press the RMB (right mouse button) to make the first step. Because the workflow starts with an Observation, we choose form and select the document Observation - Notification of Unsafe Situation which we created at chapter 2.

Congratulations, you successfully added a form within your workflow. You can continue to the next step 3.3 How to set up a condition within your workflow. 🎉