Mobile Apps - Personalize a task form for a business process

Document created by Emily Billing Employee on May 21, 2014Last modified by Emily Billing Employee on May 21, 2014
Version 2Show Document
  • View in full screen mode

If you are using Nintex Workflow, you can automate your business processes and create relevant forms, called Task Forms, when user interaction is required. Task Forms created with Nintex Forms and saved using a mobile layout for Nintex Mobile will be visible in the Nintex Mobile apps.

 

To create a Task Form:

  1. Navigate to your task’s dialog box.
  2. Select the Edit Task Form drop down menu in the Ribbon and click Edit with Nintex Forms.
  3. Follow the same guidelines as for any other Nintex form.

edit_with_NF.png

 

Ensure you select the Nintex Mobile Phone and Nintex Mobile Tablet layouts in the Nintex Forms ribbon. As for regular forms, task forms support optimized mobile layouts for phone and tablet.


Ensure you create and save your form in the required layout for mobile devices. Task Forms created with Nintex Forms in a Nintex Mobile layout will be visible as tasks in “My Tasks” page in the Nintex Mobile apps; to the task’s assignee only.

mobile_template.png

 

What's next? > Mobile Apps - Preview Form

Attachments

    Outcomes