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Features Getting Started

New State and Action

When a Form is first created, it is in the Draft State.
The Submit Action on the Form, moves it to the Submitted State.

Templates can be extended with a Workflow, i.e. by defining additional custom States and Actions.

An Action is materialized by a Button in the Form screen. Clicking on the Action button moves the Form to the next State.
A State is defined by a Name, and by the Label of the Action Button which moves it to the next State.

To add a new State: Example:
Define a Workflow by adding two new States:
1st State Name = 'Submitted' with Action Button Label = 'Approve'
2nd State Name = 'Approved' with Action Button Label = '' (empty string)
Resulting Workflow: Clicking on Approve moves the Form from Submitted to Approved. Approved is the final State.

Note: the very first State with Rank 0. is the default state named "Draft" with action "Submit". It cannot be modified or deleted.

See: Inbox and Notifications

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