Do I have option to modify the existing Flexi form?

Step 1: Login to  using your Admin User Name and Password

Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed

Step 3: Click “Settings” menu. You will find “Manage Workflow” option. Click the same

Step 4: You will be able to see the workflows that are created in the application. You select a workflow/ Activity/ Sub-Activity which contains the existing flexiform.

Step 5: Click “Setup Template/Flexiform” button. You will be displayed with an alert message popup stating already workflow created with this activity. If you still wish to modify, you can click “Modify” button in the popup.

Step 6: Upon clicking “Modify” button, you will be navigated to the existing flexi form where you can do the modifications

Step 7: Once the modifications are completed successfully, you can click “Activate Flexiform” button. The new modified form will be activated for the workflow. 

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