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Run any form

With the Run any form block, you can integrate running any currently open PANTHEON forms into a workflow.

In practice, this means e.g. in the case of a predefined eWorkflow Check document before VAT calculation, the program automatically opens PANTHEON forms for you to perform the relevant checks as the process runs.

The block can be accessed from the menu Settings | Documentation | Workflow Design by clicking the panel Design | PANTHEON Forms.

HINT

This block is a key building block of the predefined eWorkflow Check document before VAT calculation.

Double-clicking the block Run any form opens the Task edit form for defining workflow settings. For more information about the form, see the chapter Task edit.

For Run any form block, you need to define the procedure by setting up the fields marked in red.

Form

Select the PANTHEON form that you want to integrate.

After selecting it, a pop-up window opens and asks to start merging variables. Upon confirmation, the variables are copied from the form to the workflow.

Template

From the drop-down list, select the template that you want to run after opening. You can create templates on individual forms.

The field is activated when the block is integrated into a form in the Form field.

(optional)

Mand. input (Mandatory input)

From the drop-down list, select the mandatory fields that you want to define after opening.

The field is activated when the block is integrated into a form in the Form field.

(optional)

For better workflow readability, it is recommended to change the block Title, which also changes the text in the block itself.

 

RELATED TOPICS:

Run any form

eWorkflows

PANTHEON Forms blocks

Design – Workflow elements/blocks

Design

Workflow Design
 

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