Start a Process with an eForm

To start a process with an eForm, do the procedure in this topic.

Video: Add a Start Task Activity

Examples

Good to Know

How to Start

  1. On the App Explorer screen, do one of these:
  2. In the Process Builder, in the Activity Library, open the eForms tab.

    Open eForm tab

Procedure

  1. On the eForms tab, drag the Start Task (eForms) Start Task icon 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 the eForm.
  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.