About Upper Forms
Business processes must contain an upper form. This part of the form holds the basic information the business process is managing, such as the name of a record, its status, a description of the business process or step, who created the record and when, and so on. It also contains general informational or reference fields.
For business processes with workflows, you can design multiple upper forms—a different one for each step in the workflow, if necessary. Different upper forms are often necessary to accommodate cases where fields on the form must change from enabled to disabled, or where some fields should appear or not appear, depending on whether they are relevant to the step.
Note: If your business process includes multiple workflow schemas, the number of different upper forms can increase in proportion to the number of steps in every schema. The one constant, however, is that the upper form at the end step of all schemas must be the same.
Last Published Monday, June 3, 2024