Create a Human Task with eForms

All Human Tasks (eForms) activities have the same eForm Configuration options. To configure these options, do the procedure in this topic.

Figure: Form Details (Human Task) screen

Form Details screen
Figure: Choose Form Layout screen

Choose Form Layout screen

Video: Add Standard Task Activities

Video: eForms with SharePoint - Part 3

Video: Getting Started Training Video

Examples

Good to Know

How to Start

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

        Open eForm tab
      2. On the eForms tab, drag any human task activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the configuration screen, click Add New Form.

Procedure

  1. On the Form Details screen, in the Form Name field, enter the name for the eForm.
  2. (Optional) In the Description field, enter more than one line of text description for your form.
  3. Click Next.
  4. 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.