Kianda processes are made up of forms. As we saw in Plan your process, you may have paper forms or email flows that you want to turn into dynamic, digital processes.
Building processes involves three steps: creating the process itself, adding forms to the process and then adding controls and rules to the forms.
Build process steps
Once you have previewed the design, you may wish to go back and make changes to the form, adopting an iterative design approach. We will deal with each step in turn, starting with creating a process.
Before you begin
To start creating a process, reference your process plan. As we go through the steps involved, we will keep in mind the requirements associated with a Training Request and Approval Process. We will start by creating a first process called Training Process.
Create a process
To create a process, go to the Left side menu and click on Administration > Designer.
You are now in the main process view. From here, you can click on Import or Export to import or export processes once created. There is also an option to use Kianda’s predefined processes available in the App Store.
Adding a new process
Click on the Add new button to create a process from scratch.
Fill out the details in the Add new process dialog box - that is Title, ID (a unique Name that autofills from the title), Description, Group (if you have a predefined group) and Administrators, people who will be able to administrate this process, choose from Users or Groups.
Add new process dialog box
Click on OK when complete.
You are now in the process design page. From here, you can Add forms.
After you have created a process, you are then ready to add forms. This is the second step in building a process.
Build process steps
As you work on your process, you can save drafts. This allows you make changes and restore to earlier versions if needed - see Version History for more information.
Before you begin
When adding forms, refer back to your process plan to determine what forms you need and who will have access to these forms as an administrator. As an example, we will keep our Training Process requirements in mind as we go.
In this Training Process example, we will create two forms: Training Request Form and a Training Approval Form.
The video below highlights how Kianda Designer works and How to get started runs through how to create forms for a sample Training Process.
Kianda Designer introduction
How to get started
Once you have created a new process, you are automatically in Kianda Designer. This page allows you to: add and edit forms, add elements to those forms (like controls and rules), save, publish and preview forms, and view and edit form and field properties.
Kianda Designer has 3 key areas:
Left-hand pane is used to add form elements like controls and rules. This pane also houses the Exit Designer SavePreview and Publish buttons.
Central form canvas displays the current form you are working on.
Right-hand pane is used to view and edit process, form and field properties.
Kianda Designer
Note: By default, a first form, “form1”, is added to any new process you create. Click on the Edit form button (Pen icon ) to start editing this form to make it your own.
Click on the Edit form button (Pen icon ) to edit ‘form1’.
Complete the details in the Edit form dialog box - that is Title, Name, and Default owner(s) (people who will be able to administrate this form - choose from Users or Groups). There are other options like Form theme which are colours that you can apply to the form tab. These options are explained in further details in Designer. Changes made are visible in real-time in the form canvas.
Edit a form
Click on OK button when complete.
Click on the Add form button to add a second form. Repeat to add as many forms as needed.
Once you have added one or more forms to your process, you are ready to Add controls and rules to your forms! In our example we have two forms: Training Request and Training Approval.
Save your work as you go by clicking on the Save button.
You may have chosen to use predefined processes from the Kianda App Store. It is worth taking the time to check out how these processes are built to give you an initial idea of what is possible in Kianda.
Use the Exit button to return to the main process view and then click on a process of choice to see details.
You can preview forms by clicking on the Preview button - see Previewer for more details.
There are many ways to then reuse elements within forms - for example, using the Group field and cloning. For more information, see the video Reusability of process and form components.
Forms are assignable - means that only a form assignee can edit a particular form. This can be a combination of users and groups.
Only form owners can edit a given form by default. Any other user with access to view the form will see it in read-only mode.
Multi-step processes use the concept of “current form”. Only the form matching the process status will be made editable.
In a multi-step process, other forms that are not “current form” can be configured to activate with the current form, meaning they might also be editable and will form a form group.
These rules work together to determine if the form is in edit mode or display mode. Form designers have at their disposal business rules, such as assign form, go to form and submit rule, to dynamically control the ability of end-users to edit a particular form or a section of a form.
To return to the previous pages click on the links below
The current or active version of a process is always visible in the right-hand pane, for example V0.8 for the process as shown below.
Process version
The first version of a process is 0.1 and will increment to 0.2 and so on, each time a process is saved. Once the process is published the version changes to 1.0 and increments with each publication. This makes it is easy to keep track of who made changes and when, and to restore an older version if needed.
The video below introduces version control and the section How to get started runs through how to view process versions and restore an older version.
Version control
How to get started
To view the version history click on the Design version history button which may look like V0.1 or whatever the current version is for your process, for example or .
A pop-up shows the version history details including when the version was created and who created it.
In the example below, there are 8 versions of the process, all are drafts indicated by the 0 in front, such as 0.8.
Version history
Click on a particular version to see the version information, for example forms, fields and rules that were added, modified or removed.
Version details
To restore an earlier version, click on the Restore button beside a particular version and then click on Ok to confirm that you want to restore to that version.
What’s next
To learn more about adding different elements to your form go to Add controls and rules.
To return to the previous pages click on the links below
Kianda low-code development platform - process designer
Kianda process Designer empowers you to easily start building forms and workflows for any business use case. Forms are an important component of any process. They might be used as a stage of a process and can be made active individually or at the same time (parallel forms).
There are 3 key principles to consider when working with forms:
Form design - what a form looks like, what elements it contains, for example controls and rules, see Designer layout.
Form interaction- how users can use forms depending on certain sequences happening, see Rules.
Form management - who can edit and access forms is set when creating a new form, see New forms.
Designer layout
To access processes, go to the left-hand pane and Administration > Designer and click on a process that you have created or imported, see Design and build your process.
From the main process view, click on any process to add forms, for example Training process as seen below.
Main process view
The designer window opens and is made up of 3 main parts.
Kianda Designer
The key components of the designer are:
Left-hand pane is used to add form elements like controls and rules. This pane also houses the Exit Designer SavePreview and Publish buttons.
Central form canvas displays the current form you are working on.
Right-hand pane is used to view and edit process, form and field properties.
Note the name of the process you are working on is shown in the top menu bar, for example Training Process.
The video below demonstrates how to get started using Kianda Designer, and go to How to get started to follow through on different ways to import forms or start from scratch.
Introduction to Kianda Designer
How to get started
How you get started with forms depends on:
if you have created a process using the App Store, see Predefined forms
if you have created a process from scratch or want to create a form from scratch, see New forms
if you import forms that have already been created, see Import forms
Once your form is created, you are ready to start adding elements to your form, see Add controls and rules.
If you have created a process using the App Store, then a number of forms will already be part of the process. For example the process Security Incident Management has 5 forms attached: Incident detail, Data breach, Malware outbreak, Root cause remedy and Caller review.
To edit form details, simply click on a form and click on the Pen button to edit the form. You can also click on the Add form button to add a new form. Edit options are shown under New forms.
New forms
If you have created a process from scratch, an empty form is added to your process by default, called “form 1”. This is the first form. Click on this form and the Pen button to customise it. You can also click on the Add form button to add a new form.
Adding a form
There are a number of edit options below.
Editing a form
Note: as you change any of the options in the dialog box, the impact will be shown in real-time on the form in the background, for example a title, or colour form theme.
Title - the form title, for example Employee Request Form
Name - this is a unique name for the form
Default owner(s) - by default the form creator is an owner. You can remove this owner by clicking on and add other owners by clicking on the arrow and choose from Users, Groups or Partners.
Users - allows you to choose individual owners
Groups - allows you to choose from defined groups for example HR Team or Management Team
Partners - allows you to choose predefined partner organisations that you want to share with or provide permissions
Activate with - will decide when the form will be active. If you have several forms attached to a process, then select from a dropdown list the form you want to activate with the current form. If you leave the field blank, the new form will be activated sequentially after the first form is submitted.
Submit mode - options are a) Only this form (the current form) or b) All forms in edit mode
Form icon - click on the arrow to choose from hundreds of icons to attach to your form.
Form theme - choose from Navy, Green, Blue, Amber, Red or White Colours for your form.
Enable quick actions - if you tick the checkbox, you can select from the options a) Enable re-assign b) Enable edit and c) Enable custom action. Click on Ellipsis button to further modify the action settings.
If you click on Enable re-assign, you can reassign action settings to particular Users, Groups or Partners. Click on Allow form owners if you want form owners to be able to reassign actions.
If you click on Enable edit, you can allow certain Users, Groups or Partners to edit the form, along with form owners by clicking on Allow form owners.
Other options include a checkbox for When editing auto hide form footer buttons and Trigger rules on save.
If you check Trigger rules on save then click into the Save action field to choose from an action trigger as to when the form is saved, for example Submit, Save or Close. These can be other actions depending on what you have defined.
Edit action settings
If you click on Enable custom action, you can allow certain Users, Groups or Partners to edit the form, along with form owners by clicking on Allow form owners.
Other options include Action label, Target action field and Action display mode, for example Read-only mode, Edit mode or Both.
Custom action settings
As a form designer you can set up actions dependent on certain conditions, for example an Action label that targets a certain button appearing for example Close button, only when a certain display mode is chosen, for example Read-only mode. If Edit mode is chosen, then the button will only appear when the form is being edited. In this way you can create dynamic forms that suit user interactions.
Click on the OK button when you are finished editing to save your changes or click on Close to exit the dialog box without saving.
To save your changes to the form, click on the Save button .
You can import a previously designed form by clicking on the Import button .
Click on the arrow to select from the drop down list to Select a process design.
Click on a process of interest and then click on the forms to import. Forms are indicated by a + symbol and can be expanded to show elements within a form for example a panel containing different fields such as lists and text boxes. This means you can import a whole form, or just elements of a form. In this way you can very quickly reuse some or all parts of an existing form.
Importing from another process
Click on the OK button when you are finished editing to save your changes or click on Close to exit the dialog box without saving.
Adding form elements
If you have added a new form during the form creation process, then a blank canvas with 3 default buttons are available to you: Submit, Save and Close.
Edit form information by selecting a form and clicking on the Pen button .
Change a field to another field by clicking on Change field.
Create a duplicate form by selecting a form, clicking on the Clone button and then click on Ok. A version called ‘Form Name Copy’ is created and available to edit on the canvas. The Clone button can also be used to clone form elements like controls or buttons.
Delete a form by selecting a form, clicking on the Bin/Trash button and then click on Ok after you have reviewed the form title and you are sure this is what you want to delete. Click on Cancel if you wish to cancel the deletion.
You can edit process settings by clicking on the Settings button in the right-hand pane.
Choose from the settings:
Process id settings - choose from a) Default or b) Custom and use a combination of [ProcessName]-[UniqueNumber]-[FieldName]
Enable process security - if you tick the checkbox, can allow certain Users, Groups or Partners to have certain privileges related to the radio button options to create, assign and view as shown below.
Enable process security
The default setting is Security users can create, assign to can update, everyone else can view.
On load rules execution mode - options are a) Always b) When in edit mode or c) When open new. The default setting is Always.
Hide form tabs - gives you the ability to hide form tabs, options are a) Yes or b) No
Hide left nav - gives you the ability to hide navigation elements, options are a) Yes or b) No
Enable anonymous sharing of forms - gives you the ability to share forms with people outside your organisation for example a feedback form or GDPR subject access request. Options are a) Yes or b) No. If you click on Yes there are various options that you can add:
Message to display after anonymous submission - to add a display message
Enabling anonymous sharing
Hide form topbar - checkbox to hide the form topbar.
Force log out - options are a) Yes or b) No to force user logout once the form is submitted
Click on New link to generate a new anonymous form link to share with users and click on Edit to change the link.
Enable mobile bottom navigation - options are a) Yes or b) No
Instance delete settings - options are a) Any user can delete b) Creator can delete c) “Current form owner” can delete d) “Security users” can delete e) “Admins only” can delete. The default setting is Creator can delete.
Enable form assignment notification - options are a) Yes or b) No
Prevent closing instance with unsaved data - options are a) Yes or b) No
Selected tab theme - choose from Navy, Green, Blue, Amber, Red or White as a colour when a form is selected.
Completed tab theme - choose from Navy, Green, Blue, Amber, Red or White as a colour when a form is completed.
Click on the OK button when you are finished editing to save your changes or click on Close to exit the dialog box without saving.
Click on the Exit button to go back to the process list, the Save button to save your work, the Preview button to preview what you have created and the Publish button to publish your work.
What’s next
To learn more about rules and controls that can be applied to forms go to Controls and Rules.
When you have created forms, then you are ready to add elements to those forms, that is controls and rules. This is the third step in building a process.
Build process steps
As you add elements to your form, you can save drafts. This allows you make changes and restore to earlier versions if needed, see Version History for more information.
Before you begin
To add elements to your form, you need to reference your process plan and consider what fields you need and any rules that need to be applied to these fields. We will keep our Training Process requirements in mind as we go.
In our example, in the Training Request Form we have six control fields to add: two text boxes, one user picker field, two buttons, one list field, and one rule to send an email.
We will start with:
adding controls or fields to our form, starting with an example of a text box
There are three categories of Controls, and 10 categories of Rules, see Controls and see Rules for a full listing of what is available.
Controls and rules are available from the left-hand pane in when you click into a process.
Controls and Rules in left-hand pane
Note: By default there are 3 buttons automatically added to forms - Submit,Save and Close, see form canvas in the image above.
To remove a button or other field, click on the item and then click on the Bin/Trash button then click on OK to confirm removal.
To move a button, or other field, click on the Drag handle button .
To start adding controls or rules to a form, click on a form of choice so the as the Edit Form button (Pen icon ) is visible.
Adding a first control text box
The first field we are going to add in our example is a textbox field to accept user input.
Click on a form that you want to edit, for example by clicking on the Training Request Form, the Edit Form button (Pen icon ) is visible, meaning this form is in edit mode.
Click on Controls in the left-hand pane. Click on a particular category, for example Input and then click on a particular field type to add, for example Text box.
The field is added to the form. To edit the field, click on the field so the Edit field button (Pen icon ) is visible.
Edit field
Fill out the details in the Edit field dialog box - that is Title, Name, and choose options further options like Mode to have users input a single line of text, multiple lines of text or rich text.
Edit field dialog box
There are other options like Text style where you can choose to Capitalise or have lowercase text only. Click on OK button when complete.
Repeat the steps above to add another textbox, or other field. We can add another text box field called ‘Reason’ for our Request Form. We can also add a User Picker field.
Click on Controls > Input > User picker. Choose from the options in the New field - User picker dialog box. Click on OK button when complete.
New field - User picker dialog box
The user picker field will be used in this example, to allow the form user to pick from a list of users. This could be a pre-defined group, or individual users. The user picker field could also be connected to an external datasource like a list of line managers from SalesForce.
Edit field properties as necessary to control how fields appear, see the next section Field properties.
The video below highlights how to edit forms, and the section Field properties runs through the the editing process in steps.
Editing forms
Field properties
In addition to editing options when you add a field, you can also change field properties to impact form design.
Kianda Designer introduction
To edit field properties:
Click on a field so the Edit field button (Pen icon ) is visible. Field properties are available in the right-hand pane.
Properties in the right-hand pane
Tick checkboxes as appropriate, for example ticking Enabled means users can fill out the field. Layout is used to set the width of the field for both desktop and mobile layouts. In the example above, Required is checked which means that the particular textbox field ‘Employee Name’ is mandatory for users to fill out. This is denoted by asterix * beside the field name. Go to Properties to find out more about properties.
Being aware of these options will help you to customise your form and impact the way it works.
You are now ready to add rules to create smart, interactive forms.
Adding rules
Rules allow actions based upon conditions resulting from user interaction with fields. This creates smart, dynamic forms that follow business logic, all without the need for coding.
The video below highlights how to get started with rules, and the section Using a Communication rule runs through an example of how to add a communications rule to a form.
Getting started with rules
Using a Communication rule Send email
In our example we will add a rule to send an automated email to a Line manager to approve a request based on a user completing the Training Request form and clicking on Submit.
Click on the Submit button to edit the button.
Click on Rules in the right-hand pane. By default there are three rules already applied to the Submit button, to Submit, Save and Close the process when the Submit button is clicked.
Rules for the Submit button
To create an automated email rule, click on Add a rule > Communications > Send email in the right-hand pane.
Add Send email rule
In the Edit rule - Send email dialog box, fill out the Title, and decide who are the email users, that is who the email will be From, To, any CC or BCC that should be included. Click on the User button to add users to each field.
Selecting a user field
Note: If you leave the From field blank, then the email will arrive from “noreply” @kianda.com.
For user fields like To and CC, there are various options to choose from . When you click on the User button choose a selection mode to choose a user, for example User(s) defined in a user field will allow you to use a field from a form. When you click in the field below Select a user field drill down to the field you want, in this example Line Manager. This means when the user submits a form and chooses their Line Manager, an automated email will go to that Line Manager.
Fill out the Subject and Body text. You can use the Expression builderto add expressions to the body to personalise the email.
Click on the field Add field to expression to drill down to the field you want, in this example Employee Name.
Expression builder
Click on Add to expression. Note: Make sure you position your cursor in the correct place in the body of the email before you Add field to expression so that the expression is added in the correct place.
Click on OK.
Expression added to an email body
Other expressions can be added that use values or status of processes, for example to create a link to review a process, use the ProcessLink() expression. Click on Expression builderand Reference to get a list of 16 expressions you can use. Note: Click on the field under Add field to expression to clear the field so that you can add a reference.
Expression references
Copy and paste an Expression reference, for example ProcessLink() into the box under Expression. This will create a link to a process.
Using the ProcessLink() expression, text can be entered into the brackets to provide a clickable link in the email as follows:
In our example the email will contain a link, linked to this process, that the Line Manager can click on, so they can approve the request.
Use font and styling options in the body text to set the format of the email. Click on OK when complete.
The rule is created. Click on the rule in the right-hand pane and drag it to the top of the rule list, to change the order of execution so that the automated email is sent out first when a user clicks on ‘Submit’.
Changing the order of rule execution
For more information on other rules that can be applied, go to Rules for a full listing of what is available.
Make sure to save your work as you go by clicking on the Save button.
Repeat the steps above to add another email rule to another field, or try other rule, for example a Workflow rule as shown below.
Adding a second Workflow rule called Hide and Disable
In the Training Process example, there is a second form that is part of this process, called Training Approval. From our Training Process requirements the Approval form will have 7 fields, and 1 rule. The fields include a field group, a banner and a list and a Workflow added to a radio list called ‘Management decision’. The added Workflow rule is called Hide and Disable, so based on user input, if someone clicks ‘Yes’ for the ‘Management decision, then a Signature field is shown to sign off on the form, if ‘No’ is clicked then the Signature field is hidden and a text box called ‘Reason’ is shown.
Select a field in a form to apply the rule to, in this example a field called ‘Management Decision’ in a Training Approval field.
To use a Workflow rule, click on Add a rule > Workflow > Hide and Disable in the right-hand pane.
Add Hide and Disable rule
In the Edit rule - Hide or Disable dialog box, fill out the Title, in this example ‘Hide or Show’, then click on Edit conditions.
Click on Add a conditions group. First we need to a) create a condition, click into the first field and drill down to the field in the form you want to base an action on, in this example, ‘Management decision’, then click on the operator field, in this case we choose Equals and in the third value field type in one of the possible values for this field, in this example ‘Yes’. Then click on OK.
Note: There are 13 possible operators to choose from: Equals, Not equals, Contains, Greater than, Greater or equal, Less than, Less or equal, Is blank, Not blank, Matches pattern, Does not match pattern, Is Visible, Is Enabled.
In the Edit rule dialog box, that the first part of the condition appears see blue text ‘Management Decision Equals Yes’. We then need to b) create an action for the condition. Click on the field under Action and drill down to a field within a form, in this example the Signature field in the form Training Approval. Then click on the arrow beside the action to choose, in this example Show.
Note: there are 7 possible actions in this list: Hide, Show, Disable, Enable, Toggle visible, Toggle enable, Hide and clear.
Click on Add to add a second part to the action, in this example to hide the feedback field upon a Management Decision of ‘Yes’. Click on the first field and drill down to the field of interest, in this example ‘Feedback’ which we will then ‘Hide’.
Click on Add otherwise action, in this example to add the actions based on a ‘Management Decision’ of ‘No’.
Drill down to the fields of choice, and click on the actions to add the reverse of the first action group.
Click on OK when complete.
Make sure to save your work as you go by clicking on the Save button.
Depending on the fields you use, for example user picker or lists, you can connect to a datasource to ensure information used in forms is always up to date. Click on the link to find out how to add a datasource and use it in a form field, for example a list.
Make sure that you change the field properties to make fields Required, Enabled and so on, to ensure that the form appears the way you want, see Properties to find out more about properties. For example unchecking Enabled makes the field visible but not possible to edit.
By default there are 3 buttons with every form, Submit, Save and Close. To remove a button, simply click on it and then click on the Bin/Trash button or to add a new button of choice, go to Controls > Actions > Button see Controls for a full list of controls.
There are additional form settings that can be used, available in the right-hand pane of Designer. Click on a form in the process, then click on the Settings button to set additional settings such as Enable process security. This value can be checked and a group selected, so that only these users can access the form. Groups are added from Side menu > Administration > Users, click on Create new group to add users to a group, for example HR Team.
Kianda low-code development platform - Process, Form, Control Properties
Every process, form and control, such as text boxes and lists, will have properties visible in the right-hand pane of the Designer view.
Process properties
When you go to Administration > Designer > click on a process > Process properties in the right-hand pane, you will see the properties for the chosen process.
These process properties are visible:
Title - the title of process for example Training Request.
Page layout - you can click on Wideor Narrow to change the layout.
Process properties
Within a process, clicking on a particular form will display the Form properties.
Form properties
When you click on a form, the Form properties appear in the right-hand pane.
Form properties
These form properties are visible:
Title - the form title, for example Training Request
Visible - click on this checkbox if you want the form to be visible to users
Show info - click on this checkbox if you want to show information, for example who are the form owners, the design version and when the form was started and completed. This information will pop up at the bottom of the form.
Underneath form properties you will see Form submit rules, go to Rules to find out more about Form rules.
Click on a control field, for example a text box, in the form to see Field properties.
Field properties
When you click on any field, such as User picker, list or text box, the field properties appear in the right-hand pane.
Field properties
The Field type, in the example above, Text box, is shown along with the Title of the field, in the example above, this is Employee Name.
The options within properties are:
Show Title - show the title of the field
Required - tick this checkbox to make this field mandatory for users to fill out
Enabled - tick this checkbox to make the field enabled for users to fill out
Visible - tick this checkbox to make the field visible to users
Layout - change the width of the field by clicking on the bar in the Layout box until you see the desired size. Click on the arrow beside Layout to see the Mobile Layout and click on the bar to change the width of the text box for mobile use.
Connecting your data to Kianda processes, allows real-time scalability, so as your organisation grows, the processes you have created continue to perform, providing sustainable, flexible growth. Your data may be held in datasources like SharePoint, Salesforce or SAP. Kianda comes with 19 predefined data connectors allowing you to connect to these datasources, see data connector list for a full listing.
If you are a developer and want to connect to a datasource that is not included in the predefined set, you can use SOAP or REST to create your own API for data transfer.
Connecting to data happens during the process design phase, see image below.
Design process
You can set up data connectors first, before building your process if you wish, and then link those data connectors when adding controls and rules.
The video below highlights how to connect to a datasource, in this example, SharePoint and How to get started runs through the process in steps including an example of how to use this datasource in a list field.
Connecting to a datasource using SharePoint
How to get started
In this example, we will connect to a SharePoint list called ‘Types of Training’ to use a List field in a form called ‘Training Request’. We will then show how to add the list field to a form to use the information from the data connector.
To connect to a datasource, go to the Side menu > Administration > Data sources.
Click on + Add new button and SharePoint.
Fill out Site URL and choose from options like SharePoint version, Scope as in, if its a Site or Site Collection and Authentication mode. For example, if you choose System User Credentials as an authentication mode, you must provide your SharePoint system username and password.
Connecting to SharePoint
Click on Test connection and then Save.
From here we can add a list field called Type of Training, and choose Data source as a List source.
Click on the Datasource button and choose the appropriate datasource, in this case a SharePoint list called Training Site. Choose the appropriate Display field, Value field and choose a field to Sort by.
Edit field dialog box
The result is a dropdown list called Types of training which is available for use in our Training Request Form.
Dropdown list from SharePoint
When your form is complete, click on the Save button to save your work.
The end result is a complete process that is ready for test and review. Go to Preview the design to find out how to perform these steps.
Data connector list
A full list of data connectors is available in the table below.
The Kianda Previewer allows you to preview your process and interact with it as a user. Following this step is an essential part of the design phase.
Design process
The Previewer allows true iterative development, by providing a testing mechanism to give insights that lead to further developments. Each process version can be saved as a draft, with options to restore to earlier versions if needed, see Version History for more information.
How to get started
To preview a process go to Administration > Designer > select the process > Preview.
Preview button in Designer
Choose from desktop, tablet or mobilepreview mode by selecting one of the buttons in the top right-hand corner, and then fill out the form with some test information and click on Submit.
Previewer Desktop mode
As part of this prototyping, if you choose yourself as the Line Manager, then you will receive the automated email with a link to approve the process so the workflow can be tried and tested.
Return to the design and modify as necessary following each review. Make sure to save your work as you go by clicking on the Save button.
Once you are happy with the process flow and performance, you are ready to publish.
when complete.
Save 
Preview 
and Publish 
buttons.
) to start editing this form to make it your own.
or 
.
beside a particular version and then click on Ok to confirm that you want to restore to that version.
and add other owners by clicking on the arrow and choose from Users, Groups or Partners.
to further modify the action settings.
.
beside the item and dragging it to where you want to place it.
and then click on Ok. A version called ‘Form Name Copy’ is created and available to edit on the canvas. The Clone button can also be used to clone form elements like controls or buttons.
and then click on Ok after you have reviewed the form title and you are sure this is what you want to delete. Click on Cancel if you wish to cancel the deletion.
to add users to each field.
to add expressions to the body to personalise the email.
or Narrow 
to change the layout.
and SharePoint.
and choose the appropriate datasource, in this case a SharePoint list called Training Site. Choose the appropriate Display field, Value field and choose a field to Sort by.
