Custom forms: general configuration process

Use the configuration console and setu tasks to configure custom forms and their integration with Transition Management. This table shows a general overview of the steps that are required to configure and set up custom forms.

Environment Step
Configuration Console Create the user form and fields
Transition Management Create the custom form in the transition form setup
Configuration Console Create conditions for visibility using the transition form record
Configuration Console Configure the system-delivered custom form using the condition for visibility and the user form
Transition Management Create a task that uses the custom form and add the task to a program