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
- Click Browse/Search for Entry Template. The Select Form Data Entry Templates page appears.
- 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.
- Click Select from Versions below the description of the desired entry template. If there is more than one entry template, a list appears.
- Click Select below the desired entry template version to complete the selection.
- Click Next to access step 2 Map form fields of the Step Policy Wizard.
Return to Create a Workflow Policy.
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