Start a Process with an eForm

Video: Add a Start Task Activity

Examples

• (Example) Create and Run a Process-Based Application
• (Example) Start an Absence Request Process with an eForm
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Good to Know

• Use a Start Task activity only if this is the first activity in your process. If you have other activities before the form, use the Standard Task (eForms) activity or Standard Task (External Forms) activity..

How to Start

1. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
2. In the Process Builder, in the Activity Library, open the eForms tab.

Procedure

1. On the eForms tab, drag the Start Task (eForms) activity onto your process.

   Add this activity first to start a process with a form.

2. On the Form Details screen, in the Form Name field, enter the name for your form.
3. (Optional) In the Description field, enter more than one line of text description for your form.
4. Click Next.
5. On the Choose Form Layout screen, do one of these:
   • To create a blank form, do this procedure.
     1. Select Blank Form.
   • To create a form with the form that exists, do this procedure.
     1. Select Existing Form.