Publishing & Workflows - Overview

The Publishing & Workflows tools provide an easy way to publish data entered by customers in your forms and present it to others -- usually your staff -- to process. You can choose exactly which data is published, how it looks, and who has access to it. You can add a login page and show the person the records assigned to them. 

You create a workflow using a wizard where you choose which form's data to use, define security, and choose whether you want a grid or a table layout. The workflow opens in the Publishing & Workflow designer which is similar to working in the Form Designer. You can customize the workflow further using a number of powerful tools:

• Seamless integration into your web site or extranet
• Integrated Search Page
• Drill Down to view additional details and related records
• Include your custom pages
• Use your own custom HTML
• Integrated ability to add, edit and delete records
• Integration with Data Triggers for advanced processing
• Filter data based on the logged in user

• Relational Data Support

• Create multi-stage workflows and approval processes