eForms Workflow
eForms must be configured and created in the following sequence:
|
S.No |
Steps |
Comments |
|---|---|---|
|
1. |
Create Indexes |
For more information, see the Configuring eForms section in this guide. |
|
2. |
Create Folders and Views |
It is recommended to create Views in the same name as the Folder. For more information, see the Configuring eForms section in this guide. |
|
3. |
Create an eForm |
Users must create a sample eForm before configuring the eForm settings. For more information, see the eForms section in this guide. |
|
4. |
Configure eForms Settings |
The property must let Agilysys know about the list of fields to be created for an eForm so that the Agilysys personnel can set it up. |
|
5. |
Map Fields in eForms |
For more information, see the eForms à Creating eForms section in this guide. |
|
6. |
Submit eForms |
Once the eForm is created, guests can fill in the form details and proceed to submit the same. |