Select Form Template - Define Step Map

The first step to create a Step Map in the Step Policy Wizard is to browse the object store folders and choose the required form template.

Select Form Template

  1. Click Browse/Search for Entry Template. The Select Form Data Entry Templates page appears.
  2. Browse to the object store folder containing the entry template. The object store folder is added to the Path near the top of the page and a list of folders is displayed.

TIP To change the selected object store, click Object Stores in the Path.

  1. Click Select from Versions below the description of the desired entry template. If there is more than one entry template, a list appears.
  2. Click Select below the desired entry template version to complete the selection.
  3. Click Next to access step 2 Map form fields of the Step Policy Wizard.

Return to Create a Workflow Policy.



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