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 |