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Applies to:

  • Winshuttle Foundation

Form Delegation

The Form Delegation element allows a designated person (delegate) to complete a form on someone’s behalf.

The form is routed along the workflow process only after it is first reviewed and approved by the delegate.

The designator will then receive a notification that a form has been completed and is awaiting their review and approval.

Form Delegation element properties

Property

Description

Use Form Value

Gives you the ability to create your own field in the form.

Field

*Required if Use Form Value is set to True.

Name of the Field in which the value will be held in the form.