Creating a new form

To create a new form, select the hamburger menu at the top of the screen. The menu options are displayed.

Tap Create new. The Process templates screen is now displayed.

You can create a new form by selecting any of the templates that are shown in black with the > symbol next to them. If you want to create a form using any of the other templates, you will need to download them first. See Downloading processes. Tap the process you want to use to create a form and it will open.

You can now enter data into the step and perform any of the standard FlowForma form actions: save, submit, delegate to another user, pass the form back to a previous step, or close the form without saving any changes. At the bottom, you will see the following options: Save: Saves any changes you have made to the form and closes the form for you to work on again later Submit: Submits all the information you have entered and progresses the form to the next step Delegate: Allows you to delegate the task to someone else for completion Pass Back: Allows you to return the form to a previous step in the flow Close: Closes the form. A warning appears confirming you want to close, as any unsaved changes will be lost