A Stage is a step in the life of a form. By default, each
form has a Start and End stage. The Start stage is activated when
a user begins a form. The End stage is the end of the workflow. You
can define different permissions for each role on different stages.
There are four actions users can take in the
Access tab:
- Create
- By default, an initiator can create a form when the application
is deployed.
- Read
- By default, only record owners and administrators can read the
form when it is submitted.
- Update
- By default, no one can change the form after it is submitted.
However, you can authorize users to update the form in the View
Responses section.
- Delete
- By default, only administrators can delete a form from the database.
For example, you can add a custom stage for
manager approval by adding a stage, and giving a manager permission
to modify the form. The following steps describe how to set the permission
for a stage. Before using the following instructions, you must create
a Stage between the Start and End stages.