Skip to main content

Centrik 5 User Guide - Workflows Module (Form Sections in Workflows)

  • Updated

Overview

This article explains how to create and include custom form sections within workflows in Centrik.

Form sections can be added in two ways:

  • General Form Sections – appear in the main page of the workflow
  • Step specific Form Sections – appear only within a specific workflow step

 

 

Creating a General Form Section (main page of the workflow)

General form sections are displayed on the main workflow page.

Step 1: Open Workflow Definition

  • Navigate to the required Workflow Definition (template)
  • Locate the Forms section

 

Step 2: Create a New Form Section

  • Click + New form section
  • Name the form section as required and add the appropriate data fields (+ Add Field)

 

 

Note: Detailed guidance on creating form sections + adding and editing data fields can be found in the following article:

Centrik 5 User Guide - Forms Module (Editing Templates)

 

Step 3: Add Form Section to Workflow Definition

  • Return to the main page of the workflow definition and select Edit to display the available Section Templates
  • Select the appropriate templates using the checkboxes
  • You can select multiple, if required
  • Click Save


 

Step 4: Verify in Workflow

  • Start a new workflow using this definition
  • The form section will appear on the main workflow page

 

 

Creating a Form Section Within a Workflow Step

Step-specific form sections only appear within a selected step.

Important Requirement

This option is only available if the Workflow Style is set to:

  • Step By Step
  • Step By Step, With Assignment

 

Step 1: Access Workflow Step

  • Open the required Workflow Definition (template)
  • Go to the Contents section
  • Select the relevant Section
  • Locate the appropriate Workflow Step
  • Click Details

 

Step 2: Create a New Form Section (optional)

If the required form section does not already exist:

  • In the Forms area, click + New form section
  • Create the form section as required

 

The example below shows a number of custom fields already added, however detailed guidance on creating form sections and fields can be found in the Centrik 5 User Guide - Forms Module (Editing Templates) article

 

 

Step 3: Select an Existing Form Section

If the form section already exists:

  • Return to previous page (shown in step 2) and select Edit to display the available Section Templates
  • Select the appropriate templates using the checkboxes
  • Click Save

 

Step 4: Verify in Workflow

  • Start a new workflow using this definition
  • The form section will appear only within the selected step

 

Important Notes

Form sections created for general workflow use and specific workflow steps cannot be shared between the two. If the same form structure is needed in both areas the form section must be recreated separately.

Related articles