Do I have option to override 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 override, you can click “Override” button in the popup.

Step 6: Upon clicking “Override” button, you will be navigated to create flexi form page where you can upload the new flexi form template and start adding your dynamic fields

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


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