2.5.3. Attaching Custom forms to a process

To attach custom form to a process (the user initiating a process will be asked to fill these forms)

  1. From the toolbar click Setup+Company

  2. Under configure modules section click Configure for workflow

  3. Click Application

  4. Select an application and click Process Type

  5. Click Edit.

  6. Select the custom form to be associated with the process.

  7. Click Submit