The Form Workflow Manager (FWM) module is an enhanced version of the Data Collection Manager (DCM) module. Similar to the DCM, the Form Workflow Manager module has a one-to-one relationship with form templates. In other words, each FWM module can only have one form template. The difference between the FWM and DCM modules is that the Form Workflow Manager manages the full life cycle of the form workflow, whereas the DCM only manages the initial state for the form workflow.

Once a form template has been assigned to the FWM module, designated users should be able to access their form based on the roles assigned during the form template creation process. The Form Workflow Manager automatically manages users security based on their portal roles. Thus it is important to grant view access to all the appropriate portal roles that were assigned to the form template during the form creation process.

How to create a new form

1. From the main screen of the FWM module, click on the Create New Form link.
2. The system will automatically create an instance of the form template and the authorized user can input the required data to the form.
3. If a field contains validations, the system will not allow the form to be submitted or progressed to the next state until any errors displayed on the screen are addressed.
4. Once a form is submitted, an email will be sent to the form owner (person who created/submitted the form) and other users assigned with appropriate roles during the form template creation process.

How to List all the forms I own (forms that have been created by me)

• By default, when a user enters into the FWM module, the system lists all the forms the user owns. In addition users can sort on how the list should be displayed by clicking on the header of the form listing.

How to list all the forms pending my actions (forms that I have write access to)

• From the main screen in the FWM module, click on the Worklist link button to list all the forms that I have pending requiring my action.

How to list all the forms I have read/write access to

• From the main screen in the FWM module, click on the All Forms link button to list all the forms that I have pending requiring my action.

How to search for a specific form that I have access to

1. From the main screen in the FWM module, click on the Search link button.
2. In the form search screen, enter an appropriate criteria from the list of available fields.

How to assign a publish form template

1. To assign a published form template, simply click on the Edit Options link button displayed at the bottom of the module or select via the module's menu.
2. In the Edit Options screen, select from the list of available published form templates.
3. Indicate if extra form and template details should be displayed via the "Display Template Details" option.
4. Select from the list of available Portal pages containing the Form Workflow Manager (FWM) module. This option tells the system that when email notifications are sent out, the link included in the email should be directed to the Portal page containing the Workflow Manager module so subsequent processes in the form workflow can be processed by the FWM module.
5. Click on the Update link button to apply changes.

How to export form data

• From the main screen in the FWM module, select the format of data to export then click on the "Export" link button to export data. Currently Enterprise Forms only supports Comma Separated Values (CSV) and Excel formats.