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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.

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

Adding or Moving Workflow Steps

Help to determine the drop target is provided when dragging and dropping new steps from the Palette or moving existing steps.  As you move a step over existing ones, the step that is the drop target will show a flashing green "bulls eye"  to indicate the exact place where the step is to be placed.  You cannot drop between a step and its precondition diamond.