Associating workflow objects with forms
To associate a workflow object with a form
- Open an existing active link, filter, or escalation, or create a new one.
- Expand the Associated Forms panel.
- Click Add.
In the Form Selector, select the form to associate with the workflow object, and click OK.
- 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. - 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.
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