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My Forms Templates to Replicate Transactions

  • Updated on Jul 18, 2023
  • Published on Jul 17, 2023
  • 1 minute(s) read
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My Forms Templates to Replicate Transactions

  1. On a new transaction form, fill in the required information and click “save template” to save this default as a new template.

  2. Save Name for New Template.

  3. On Menu, under Forms & Workflow, select “My Forms.” This will bring up a page where you can view and search for workflow form templates.

  4. For example, this is a workflow template for a Grant Disbursement Form. The information is autofilled to save the user time if they are making repeat grants. If a detail needs to be changed, make the change, and click “Submit.” To change the template details itself for future use, click “Update Template” or “Save As New Template.” To schedule a future workflow, click “Schedule.” To return back to the list of workflow templates, click “Back to My Form List.”