Create Tab

The Create tab is where you start new form instances from available templates.

Overview

[SCREENSHOT MARKER: create-tab-overview] Description: Show the Create tab with role categories and form templates. How to capture: Click Create tab, show sidebar with roles and center panel with templates.

The Create tab allows you to: - Browse form templates by role - Create new form instances - Create new checklist instances - Start workflow-integrated forms

Sidebar Categories

Owner Category

[SCREENSHOT MARKER: owner-category] Description: Show the Owner category selected with available templates. How to capture: Click Owner in sidebar, show templates in center panel.

Forms you can create as the owner: - Templates you own - Forms you have permission to create - May include forms and checklists

Role-Based Categories

[SCREENSHOT MARKER: role-categories-create] Description: Show multiple role categories in Create tab sidebar. How to capture: Show sidebar with several role groups visible.

Templates available to your roles: - Organized by role name - Only roles you belong to - Each role may have different templates

Browsing Templates

[SCREENSHOT MARKER: template-list] Description: Show the template list with various form types. How to capture: Select a role, show the list of available templates with icons.

  1. Select a role category in the sidebar
  2. The center panel shows available templates
  3. Templates display:
  • Icon indicating type (form, workflow, checklist)
  • Template name
  • Last modified date

Template Types

Templates are indicated by icons: - 🎹 Piano keyboard - Standard form template - ⌨️ Keyboard - Workflow form template - 📋 Clipboard - Checklist template

Searching Templates

[SCREENSHOT MARKER: search-templates] Description: Show searching for templates in Create tab. How to capture: Type in search box, show filtered template results.

Use the search box to find templates: 1. Type any part of the template name 2. Results filter in real-time 3. Works within selected role 4. Case-insensitive

Creating a Standard Form

[SCREENSHOT MARKER: create-standard-form] Description: Show creating a standard form (non-workflow). How to capture: Select a standard form template, show the creation interface.

For standard forms (piano keyboard icon):

  1. Select a role in the sidebar
  2. Click on a form template
  3. The template preview appears in the right panel
  4. Click “Create New Form” (if button is shown)
  5. Or start filling out the form directly
  6. The form is added to your Current forms

Standard Form Behavior

  • Creates a new form instance immediately
  • Form appears in My Forms > Current
  • Can be filled out and saved
  • Submit when complete

Creating a Workflow Form

[SCREENSHOT MARKER: create-workflow-form] Description: Show creating a workflow form with workflow information. How to capture: Select a workflow form template, show workflow details and create button.

For workflow forms (keyboard icon):

  1. Select a role in the sidebar
  2. Click on a workflow form template
  3. The right panel shows:
  • Workflow name
  • Workflow information
  • “Create New Form” button

[SCREENSHOT MARKER: workflow-creation-panel] Description: Show the workflow form creation panel in detail. How to capture: Show the panel with workflow name and create button clearly visible.

  1. Click “Create New Form”
  2. A new workflow instance is created
  3. The form opens for you to complete
  4. Form appears in My Forms > Current

Workflow Form Behavior

  • Creates both form instance and workflow instance
  • Linked to workflow process
  • When submitted, enters workflow
  • May route to approvers
  • May return to you for action

[SCREENSHOT MARKER: workflow-form-created] Description: Show the newly created workflow form ready to fill out. How to capture: After creating workflow form, show the blank form.

Creating a Checklist

[SCREENSHOT MARKER: create-checklist] Description: Show creating a checklist instance. How to capture: Select a checklist template, show creation interface.

For checklists (clipboard icon):

  1. Select a role in the sidebar
  2. Click on a checklist template
  3. The template preview appears
  4. Click “Create New Checklist”
  5. The checklist opens for completion
  6. Checklist appears in My Checklists > Current

[SCREENSHOT MARKER: new-checklist-instance] Description: Show a newly created checklist ready to complete. How to capture: After creating checklist, show the blank checklist form.

Checklist Behavior

  • Creates a new checklist instance
  • Appears in My Checklists > Current
  • Contains checkbox items
  • Submit when all tasks complete

Template Preview

[SCREENSHOT MARKER: template-preview] Description: Show a template preview in the right panel. How to capture: Select a template, show the preview before creation.

When you select a template: - Preview appears in right panel - Shows template structure - May show sample data - Create button appears (for workflow/checklist)

After Creating a Form

[SCREENSHOT MARKER: after-creation] Description: Show what happens after creating a form. How to capture: Show the form ready to fill out after creation.

After creating a form instance: 1. The form opens in the right panel 2. You can start filling it out immediately 3. The form is saved to Current forms 4. Complete and submit when ready

To return to it later: 1. Switch to View tab 2. Go to My Forms > Current (or My Checklists > Current) 3. Find and open the form

Role-Based Template Access

[SCREENSHOT MARKER: role-template-access] Description: Show how different roles have different templates. How to capture: Switch between roles, show different templates appear.

Templates you see depend on: - Your role membership - Only see templates for your roles - Template permissions - Templates configured for specific roles - Workgroup membership - Templates within your workgroups

If you don’t see expected templates: - Verify you belong to the correct role - Check with your administrator - Confirm you’re in the right workgroup

Refreshing Templates

[SCREENSHOT MARKER: refresh-templates] Description: Show the refresh button in Create tab. How to capture: Highlight the refresh button location.

Click the Refresh button to reload templates: - Updates with latest templates - Useful if templates are added - Reloads current role’s templates

Understanding Workflow Requirements

[SCREENSHOT MARKER: workflow-required-indicator] Description: Show a workflow form with workflow requirement information. How to capture: Select a workflow form, show any workflow requirement messages.

Workflow forms require: - Valid workflow definition - Workflow must be enabled - Proper workflow configuration

If workflow is missing or invalid: - Error message appears - Cannot create form instance - Contact administrator

Common Tasks

Task Steps
Create standard form Create tab > Select role > Click template > Fill out
Create workflow form Create tab > Select role > Click template > Click “Create New Form”
Create checklist Create tab > Select role > Click template > Click “Create New Checklist”
Browse templates Create tab > Select role > Browse list
Search templates Create tab > Type in search box

Tips for Creating Forms

Before Creating

  • Choose the right template - Read template names carefully
  • Check the type - Note if it’s workflow-integrated
  • Verify the role - Ensure you’re in the correct role category

After Creating

  • Fill out promptly - Complete while information is fresh
  • Save progress - Auto-save may preserve your work
  • Submit when complete - Don’t leave forms in Current indefinitely

Workflow Forms

  • Understand the process - Know what happens after submission
  • Provide complete information - Incomplete forms may be rejected
  • Monitor progress - Check for notifications

Next Steps

Next: Working with Forms