Overview of the approval form designer
  • 05 Jan 2023
  • 2 Minutes to read
  • Contributors
  • Dark
    Light

Overview of the approval form designer

  • Dark
    Light

The approval form builder is the interface for building and modifying approval forms in Yeeflow. The following image shows the form builder for a Project Approval form:


1. Top navigation bar

Show the current approval form's name, and switch between form designer and workflow designer. Click the "Workflow" tab or the "Next" button to navigate to the workflow designer.

2. Form settings bar

This is the panel for the property's settings of the current form. Click variables to manage all the variables for this form. 

3. Controls panel

Controls: Lists all the types of controls that you can add to your form. The above image shows just a few types of controls. You can scroll through the field palette to view all the available controls.

Page: The page tab allows you to manage the page properties settings, you can set the background, content area, layout and appearance, etc.

When you add a control to the form or select a control on the form, the selected control's Properties appear on the right. The properties of a control enable you to define the experience your users have when they enter data or take actions for that control.

You can click the "+" button from the Form settings bar to switch back to the controls panel.


4. Bottom quick access bar

Navigator: Click to open the Navigator while you can organize the form controls easily.

Preview: Click to preview the current form. 


5. Canvas

This is where you define the fields and controls that your form is to contain. You can manage the controls in your form, which includes adding controls to your form, rearranging the controls in your form and deleting controls from your form.


Different type of Forms

There are 3 type of forms you can design and manage from the form designer. Click the form title on the top-left to switch to other forms. For example, click the "Project Approval" for this case.

From the dropdown list, you can see three sections with different types of forms:

1. Submission Form

This form is the default form for new submission. One form definition will only have one submission form. You can design the form, change the name and set properties. But you cannot delete this form, and you cannot create other submission form. 

2. Task Form

The Task form is used together with the "Assignment Task" action in the workflow designer. If you need the set different forms for each Assignment Task, you can create multiple task forms.

3. Print Page

A print page is a well-designed page for printing. It provides different layouts which you can design for the printing purpose. You need to configure a print button on your submission or task forms, and associate the print button with the Print Page. Then the users can click the "Print" button to print it out.


Next: Start to design your approval form

How to design a submission form?


Was this article helpful?