To define a Form Task step:

1. In the Workflow Painter, double-click a Form Task step.

2. On the General tab, specify a step name.

3. In the Form To Display list, click the name of the Form that you want the assignee to see when they perform the Form task.

4. In the Custom View list, click the name of the custom Form view that you want to use for this task.

5. Click the Assignee tab, and then do one of the following:

   • Click the User or Group radio button, click the Choose user or Group icon , and then find and select the user or group to which you want to assign the step.

   • Click the Multiple Users/Groups radio button, click the Choose User or Group icon , and then find and select the users or groups to which you assign the step.

   • Click the Assignee from Prior Step radio button, and then click a step name in the list.

   • Click the Assignee from Form radio button, and then click an attribute in the list.

   • Click the Expressions radio button, define the conditional statements used to determine the step assignee, click the Choose User or Group icon , and then find and select the users or groups you want to assign the step to if the conditional statement is true.

6. Optional Add general instructions, state any date and priority settings, select the background processing option, and select the e-mail action option.

7. Click Add to Workflow Definition.

8. Save the Workflow Map.