Web Forms manual

18. Set Up Path Options

When creating forms, Path Options are used to specify to whom the form should be routed for approval. Specific user names can be associated with the options when creating the forms, but the options (set up here) must be chosen first.

Path Options can only be set up by users who have Web Forms Manager privileges. These privileges are set up by the system administrator. See Set Up Web Forms Managers for a step-by-step guide on how to give users Web Forms Manager rights.

  1. From the Home Page, click Web Forms on the Share360 menu.

    The Web Forms window appears.

  2. Click Manager Options or My Options.

    Note: You can access My Options from any page; just use the left navigation in My Options to find the specific Home Page or application options.

    The Web Forms Manager Options Menu window appears.

  3. Click Approval Path Titles .

    The Approval Path Titles window appears.

  4. Type a new name directly in the list box. The names will appear in the form drop-down menu in the order listed here.

  5. When done, click Save.


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