Add a Form Builder Workflow Stage

This how-to guide explains how to add a Form Builder workflow stage to a Project Template in Authorium. These stages allow teams to collect structured data using predefined form templates as part of a project’s workflow.

When to Add a Form Builder Workflow Stage

You should add a Form Builder stage when:

• You want to collect data at a specific point in the project workflow.
• You need to reuse existing form templates to standardize information gathering.
• You want to enable approval routing or trigger logic based on form inputs.

Note

This procedure starts after you have created a new Project Template and are viewing its Workflow editor.

To Add a Form Builder Workflow Stage

1. Drag and drop the Form Builder Workflow Stage from the right panel into the Project Workflow stage box on the left.
   
2. Enter the workflow stage name.
   Note

   Use a clear, descriptive title that reflects the function of this stage.
   Example: Scope of Work
3. Select Form Builder as the workflow stage type.
4. Provide a Purpose or Description.
   Note

   Describe what information will be collected or why this stage exists.
5. (Optional): Toggle Use a Template for this Stage On to start from an existing Form Template, then select the template you wish to reuse.
6. (Optional): Toggle Enable Multi‑Step Approval Routing On if this stage requires sequential approvals.
7. (Optional): Toggle Enable Calculations Component On to add a spreadsheet‑style table that lets users enter values and view real‑time calculations.
8. Click Save Stage to apply changes.
   

See Also

To complement your knowledge of this process, check the following pages:

• Create a New Project Template
• Create Project Template from Import File
• Publish Project Templates