Enabling Form Snapshots within a Step

Before you start

The step must contain a Fill User-Defined Form task.

Configuration - [Onboarding (Transitions)] Administration - Processes

Configuration - [Onboarding (Transitions)] Administration - Settings

Here's what to do

1. Select the process that you want to use Form Snapshots with.
2. Select the step that you want to use Form Snapshots with from the Steps tab.
3. Click Edit next to Properties.
4. Select the checkbox next to the Save a Point-in-time snapshot of the form and contents at time of completion setting.
5. Click Finish.
   The ability to include image information in the Snapshots is available, but disabled at upgrade. To enable including image information in the Snapshots:
   1. Click Configuration.
   2. Click Settings in the Onboarding (Transitions) section.
   3. You may refine your search results by Keyword and entering image.
   4. Click the Image in PIT Snapshot setting.
   5. Click Edit.
   6. Select Yes under Value.
   7. Save.