Associating a specification with a user form

When you configure a user form, you can add a description that explains the purpose of the form, who uses it, and under what time constraints. This description becomes a reusable specification that is associated with a connector on the flow diagram.

By associating a specification with a connector, you provide information that helps you generate a more meaningful application profile document.

  1. In the navigation panel, click Case types, and then click the name of a case type.
  2. From the Workflow tab, click Life cycle.
  3. Click the name of an assignment or approval step.
  4. In the right navigation panel, click Configure view.
  5. Click View description goes here.
  6. In the View description window, enter a specification description.
    • To enter a new specification description, use the rich text editor.
    • To reuse an existing specification:
      1. Click Use existing.

      2. In the modal dialog box, search or browse for the specification that you want to use.

      3. Click the specification name to display more information about it.

      4. Click Select to choose the specification.

        In the View description window, you can display a list of the other items associated with the selected specification, if applicable.

  7. Click OK to apply your changes.
The specification is associated with the step's action, and the description is displayed beneath the step name.