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).
To learn more about permission set refer to Assigning Permissions.
The following diagram summarizes New Form Lifecycle
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).
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).
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
The following diagram summarizes Obsolete Form Lifecycle
After a Form is Obsolete designer can Unpublish the From. The Form status changed to Active Status (see above).