MASTER FORMS

This guide provides a detailed walkthrough of the steps involved in creating and managing Master Forms within the Workflow Design platform, empowering users to optimize their workflow organization and enhance efficiency.

Pre condition

The user should be logged in with valid credentials.A Master Menu should be created with respect to the created Field set

Permissions related to Master Form

  • Can See Workflow Design Left Menu
  • Can create Masters Data
  • Can Edit Masters Data
  • Can View Masters Data
  • Can Delete Masters Data

Accessing "Master Form" Form

Step 1: Click on "Workflow Design".

Step 2: Click on "Masters".

Step 3: Click on the "Master Forms".

(Located on the top right corner)

Step 4: Click on the "Create" button.

STEPS FOR MASTER FORMS

The form to be filled out will pop up.

MASTER FORMS FORM

Step 5: Create Master Form

  • Form Name: Enter the name of the form in the provided text field.
  • Process: Select the main process from the dropdown menu.
  • Sub Process: Select the sub-process related to the main process from the dropdown menu.
  • Sub Sub Process: Select the sub-sub process related to the sub-process from the dropdown menu.

Step 6: Primary Section

  • To add a new section, the user clicks on the "Add" button.
  • A pop-up window opens, prompting the user to enter a section name.

MASTER FORMS FORM

  • Click on the "ADD" button. The newly added section name will now be displayed under the primary section.

MASTER FORM PRIMARY SECTION

Step 7: Question Selection

  • To select a question set for a section, the user clicks on the respective section name. A dropdown menu appears, listing available question sets. The user selects the desired question set from the dropdown menu. The questions associated with the chosen question set appear below
  • If the user wants to add another section, they repeat the process by clicking on the "Add" button again. They enter a new section name in the pop-up window and click ADD. The new section will be added below the existing sections.
  • User has an option to Edit section or Delete section if required.

Step 8: Save or Cancel

  • Save: click the "Save" button to add the section.
  • Cancel:Click the "Cancel" button to cancel the section.

View Or Search Master Form

CREATED OR SEARCH MASTER FORM

  • View Created master form:Once the Master form is created it will be displayed along with Process, Sub Process, Sub Sub Process and the Status.
  • Search any particular Master form: The user has to search any particular master form the user can search using the search bar.

Manage Master Form: Actions

MASTER FORMS ACTION

1.Delete

  • Click the Delete Icon on the field the user wishes to delete.

2.Edit

  • Click on the Edit Icon. A form will open allowing the user to make edits.

MASTER FORMS ACTION

The user has two options:

  • Click "Save" to save the changes.
  • Click "Finalize" to complete the form, the edit icon will disappear, and future edits will be disabled.

3.Master Filter

  • This particular action can be used only once the Master Menu is created.

When the user clicks on the Filter icon a window will open.

MASTER FORMS ACTION FILTER

If the user wants to add or remove the selected option

  • If the user wants to select one particular option select that option and then click ">”.
  • If the user wants to select all or select multiple options at once, click on the ">>" button.
  • To deselect a single option, click on the "<" button.
  • To revert the selection of all or multiple options, click on the "<<" button.

Save: Click the "Save" button to add the section.

Cancel: Click the "Cancel" button to cancel the section.

4.Master fields

  • Click on the Master Field Icon under actions

window will open

MASTER FORM MASTER FIELDS

  • If the user wants to select one particular option select that option and then click ">”.
  • If the user wants to select all the options at once, click on the ">>" button.
  • To deselect a single option, click on the "<" button.
  • To revert the selection of all the options, click on the "<<" button.

Save: Click the "Save" button to add the section.

Cancel: Click the "Cancel" button to cancel the section.

5.Master Assignment Settings

  • Click on the Settings icon the last icon.

MASTER FORM SETTINGS ICON

After opening the interface, users need to follow these steps to set roles and allocation options.

STEP 1: Choose the appropriate process, sub-process, sub-sub-process, and stage from their respective dropdown menus.

  • To select a stage from the dropdown menu, the user must first create the stage.

MASTER FORM SETTINGS ICON

STEP 2: Toggle the Allow auto allocate on data creation button. A dropdown menu for selecting roles will appear.

STEP 3: Choose the desired role from this dropdown.

MASTER FORM SETTINGS ICON

STEP 4: Three allocation options are available:

  • First Option: Assign each record to a single user for a single stage.
  • Second Option: Allow access to each record in multiple stages.
  • Third Option: Assign each record to multiple users for multiple stages.

Note - only one toggle button can be enabled at a time. Enabling one will automatically disable the others.

STEP 5: To hide master data on the view page, toggle the last toggle button.

  • If this toggle is enabled
  • The user will not be able to see the list but can search.
  • User can search for specific details using the Search fields, and the relevant data will be displayed.

STEP 6: Click on the "Save" button to apply your settings.

  • The user can delete the Master Menu by clicking on the "Delete" button. After deletion, it will be removed from the left-side Master's navigation bar (View/Modify).