Live Forms v8.0 is no longer supported. Please visit Live Forms Latest for our current Cloud Release. Earlier documentation is available too.

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Adding the First Step to a Workflow

Drag  a New Form, Existing Form, Summary or HTTP step from the Palette and drop them into the flow work area. If you are adding the first step of a workflow, drag the step from the Palette and drop it in the guide box. You will only see the guide box when adding the first step.

  • The Flow Designer canvas displays the flow in a flow chart like format. The arrows are drawn automatically as the step is dropped on the canvas. This graphical rendering clearly emphasizes the process and flow routing and makes the designer more intuitive.
  • Adding a pre-condition in the Precondition tab, automatically represents the precondition as a decision box (yellow diamond). The precondition is part of the step that follows it. Clicking on the Precondition cog icon in the yellow diamond is one way to go directly to the Precondition tab for editing.

If the following properties are selected in your form, they will be unchanged when you drag and drop this form into a flow as one of the steps:


  • Save/Load
  • Task Info
  • Allow Sign Pad
  • Printable


  • Orientation
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