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With the GlobalForms Node, a Workflow can be set to email a link to a GlobalForms form. This allows you to enter required information as part of the Workflow process. GlobalForms must be running and functional in your environment to leverage this Node. For details on GlobalForms, please refer to the GlobalForms Guide.

 

  1. Drag a GlobalForms Node from the Nodes Pane to the Design Canvas.
    1. The GlobalForms Node Select dialog box will appear.
  2. Choose a GlobalForms form from the list in Select Form.
  3. To refresh the list of available forms, click the Refresh button.
  4. To quickly access the GlobalForms Designer, click the Designer button.
  5. Use this to create, edit, or verify a GlobalForms form.
  6. Click OK to open an Email Node Settings dialog box.
  7. In the body of the email, insert the GlobalForms link using the Link (chain) button.
  8. Click OK.


GlobalForms Select

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