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Speaking of settings for forms in process...
Forms are formatted documents that request specific information, providing greater ease in the analysis of data obtained.
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Form results can be obtained either by the respective processes or via the Documents menu where they are posted.
Settings for forms in process
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01. On the Process settings screen, click on Form on the side menu.
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05. Click on View form to see how your form will be published, if desired.
06. Click on Save.
Define form rules
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01. In the form field setting window, click on Form rules.
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The information needed to define a rule is:
It is possible to filter the rules inserted using the field Filter by activity. |
04. Click on Save.
Configure the validation of the form rule
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01. In the window Form rules, click on the icon represented by a magnifying glass displayed to the right of the Action field to select the Validate action.
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04. Insert the message that will be presented to the user who completes the field with a value that does not meet the validation conditions.
05. Click on Save.
Define the field value on the form rule
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01. In the window Form rules, click on the icon represented by a magnifying glass displayed to the right of the Action field to select the Define value action.
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When the option Custom Value is selected, it is possible to manually insert the value. |
03. Press Save.
Order Analytics fields
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01. In the form field setting window, click on Order Analytics fields.
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