How to add a process form to the Dashboard

< All Topics

Step 1: Select the Dashboard you want to add the Process Form to by selecting the user or staff group from the dropdown.

Step 2: Click on Place a Widget where you want the Process Form to appear.

Step 3: Click on +Add a widget

Step 4:  Select Process start link from the Add a widget page. This will allow the person or staff group to be able to fill out the Process Form.

Step 5: Name the Widget, Display Text and select the Process form you want to show from the Process dropdown. Click OK.

Step 6: You will now be able to see the chosen Process Form on the Dashboard

Scroll to Top