| ▪ | Open your local Kontinuum website |
| ▪ | Login with Username and Password given to you by your Kontinuum Administrator |
| ▪ | Select Admin → Workflow from the top menu bar |
| ▪ | Expand the Workflows folder by clicking the + icon |
| ▪ | Expand the Schema Forms folder |
| ▪ | Once a workflow has been created the primary Form must be added to the workflow |
| ▪ | It is recommended that the Form be already created |
| ▪ | Being that this is the Primary Form, it must have at least one question that is marked as a ‘Primary Key' Question in the first Subform |
| ▪ | That Subform must have the Sub Form type of 'One' |
OPTION 1
| ▪ | Locate the Form that has been created in the Schema Forms folder and click on it |
| ▪ | Click Select from the pop up menu |
| ▪ | In the Workflow design window a pop up menu says 'Current selected object' is the name of your Form |
| ▪ | Click on the newly created Workflow and click the design option from the pop up menu. |
| ▪ | A workflow with nothing in it should appear |
| ▪ | Click on the + symbol in the Workflow Design frame |
| ▪ | The task Properties will be displayed in the bottom frame |
| ▪ | Complete all required properties and click the Submit button |
| ▪ | The Workflow will refresh with the new Form displayed in the rightmost, topmost coordinate |
OPTION 2
| ▪ | Drag the icon of the Form you wish to place on to one of the + symbols in the workflow design frame. |
| ▪ | The task Properties will be displayed in the bottom frame |
| ▪ | Complete all required properties and click the Submit button |
| ▪ | The Workflow will refresh with the new Form displayed in the rightmost, topmost coordinate
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