Overview

The Docomotion Form lifecycle is designed so that users generating output (“simple” users) will only see the Forms that have been approved (Published). Users with Designer permission set, can see / edit and use all Forms available in the system (Published and Active).

Form Life Cycle Process

To learn more about permission set refer to Assigning Permissions.

Form Lifecycle

Form Life Cycle Process 2

The following diagram summarizes New Form Lifecycle

Edit Status

After a Form has been created in Docomotion (see Creating a Form), it is in Edit status and can only be accessed and designed by a designer (user with Doco design access permissions).

After the Form has been designed and quick tested in the Designer it needs to be loaded to the cloud.

The Form designer should now test the Form on real Sales force data. In order to do so the Form needs to be activated in Docomotion (see Activating a Form).

If, after you close the Designer, you do not see the Activate button in the Form page in Docomotion, refresh the page.

Active Status

In Active status the output can be generated from the Form by a user with the Doco design access permissions using real Salesforce data (see Generating Output using the Generate button). At this stage regular users cannot see or access the Form. Output cannot be generated via the API.

If the designer is happy with the generated output, the Form needs to be published (see Publishing the Form).

If, after you close the Designer, you do not see the Publish button in the Form page in Docomotion, refresh the page.

Published Status

In Published status, all users can access the Form and generate output.

If the Form becomes obsolete you can unpublish the Form and return it to Active status or delete the Form.

Obsolete Form Lifecycle

Form Life Cycle Unpublish

The following diagram summarizes Obsolete Form Lifecycle

Unpublished Status

After a Form is Obsolete designer can Unpublish the From. The Form status changed to Active Status (see above).