Form Approvals Workflows Management

From the Form Approvals Workflows page, you can view, edit, and copy form approval workflows. You can also check the active status of a workflow. When an approval workflow is added to a form, the form must go through the defined approval process once the form is completed and submitted by the user.

Forms are available to organizations that are using Onboarding or Cornerstone HR. For information on Training Forms, select the following link: See Training Forms Administration.

To access the Form Approvals Workflows page, go to Admin > Tools > Core Functions > Form Management. Then, select the Form Approval Workflows link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Manage Forms - Manage

Grants access to the Manage Forms functionality. This permission can be constrained by OU and User's OU. This is an administrator permission.

Note: This permission enables access to the Form Management functionality that is part of Cornerstone HR functionality and the Onboarding module. This permission does not grant access to the Training Forms Management functionality.

Forms Management Administration

Create Workflow

To create a new approval workflow, click the Create Workflow button. This opens the Create Form Approval Workflow page. See Create Form Approval Workflow.

Search Workflows

Workflows can be searched by title. To search for a workflow, enter a search term in the Title field and click Search. This filters the list of workflows to match the search terms.

Include Inactive

To include inactive workflows in the table, check the Include inactive option. The page refreshes to update the list to include inactive workflows.

Title/Description/Active

The title, description, and active status of existing workflows displays in the table. The information in the table columns is defined when configuring the workflow. The Title column is sortable.

Edit Workflow

To edit the workflow, click the Edit link in the Options drop-down. This opens the workflow for editing. Workflows can only be edited if they have not yet been used in a form. Once they have been used in a form, the Edit option does not display.

Copy Workflow

To copy the workflow, click the Copy link in the Options drop-down. This opens the workflow with all fields copied except the Title field.