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  • Be comfortable with or brave about HTML
  • Understand the Online Form HTML Specification document in the Form Builder Documentation
  • Think through and plan your workflow
  • Set up your groups in (we assume you have requested access)
    • Remember only group Only group admins can create and manage forms.  Organization admins must make themselves and an admin of a group first
    • A good practice to follow is have one group "own" the form and other groups for the approval processes.  For example, a two-step workflow for ordering office supplies might have an "Office Supplies Order - Form Owners" group to manage the workflow and am "Office Supplies Order - Approvers" to approve purchase requests