Associating workflow objects with forms

Because AR System server workflow enforces business rules based on data that is stored in forms, all workflow objects must be associated with at least one form. To associate a form with a workflow object, use the Associated Forms panel.

To associate a workflow object with a form

1. Open an existing active link, filter, or escalation, or create a new one.
2. Expand the Associated Forms panel.
3. Click Add.

4. In the Form Selector, select the form to associate with the workflow object, and click OK.

   Tip

   To locate a form quickly in a long list, you can use the Filtering Options or the Locate field in the Form Selector dialog box. See To filter the contents in an object list.

5. To associate the workflow object with an additional form, repeat steps 3 and 4.
    The workflow object is attached to all the forms you select. The first form you select becomes the primary or reference form for the active link, filter, or escalation. See Shared-workflow.
6. To change the primary form in cases where you have associated more than one form to the workflow object, select a different form from the Primary Form drop-down list.