Create a Form
A form is the basis for all tasks. Creating forms is a simple process of dragging and dropping components onto the form area and assigning their properties. You can add text boxes, drop down lists, radio buttons and more.
Different forms can be used in different user actions or you can use the same form to flow throughout the task from start to end.
An AP Automation task would typically use the same form though all of the actions. The task is started from an automated process, pulling the invoices from an email inbox, and the form is populated from the fields defined in the supplier template. The Accounts Department allocates the accounts to that invoice based on the form they see, and can then send the invoice to the next user action for approval. The approving user sees the same form and approves the invoice. It is passed back to the Accounts Department for checking and then posted. So, there is only 1 form required for the whole process. There are options for the approving user to post the invoice and pass the user action to another user if needed.
An expense task would start by a user filling in the data onto an expense form and submitting the form. The next user would be a manager who sees a different form as they need to make certain choices and approve or reject the expenses. The next user would be the accounts department who process the expense form. They would need a different form to add accounts and acknowledge that the expenses have been entered into the accounting system. In this case there are 3 forms required. At any on the steps all of the completed forms are visible to the user. The manager can see the original expense form as well as the form they need to complete and the accounts department would see the expense form and the manager's approval form as well as the form they need to complete.
Properties
Add properties for each component of the form. Set the name of the object, whether the text entered is searchable in the task list. There are also specific properties for Accounts Payable Automation such as invoice amounts that are used to calculate whether the invoice is fully allocated and Delivery properties like run number to allocate deliveries to users.
Once a form is saved it is visible when building tasks. You can choose whichever form you need for each individual user task.
In the task queue you can see all of the completed forms.
How to create a simple AP Automation form...