Downloading the Grid

  1. Design a new workflow.
  2. From the General section, drag and drop the Form task.
  3. Add the required form fields as shown here.
    Note: For more information on adding form fields, click here.
  4. From the User Interface section, drag and drop the Grid task.
  5. In the Grid task window, under Properties, in the Configuration section, configure the Columns for the grid.
  6. In the Grid task window, under Resource, define the permissions in the chart as follows:
    • V (View) - Users can only view the interface. There is no Submit or Cancel buttons provided.
    • R (Review) - Users can only view/read, Submit and Cancel without editing the task.
    • RW (Read Write) - Users can read/write, Edit, Submit, and Cancel the task.
  7. Connect the workflow tasks and from the menu on the top, click Preview.
  8. To download the Grid, click (Download) icon in the right upper corner of the screen.