After the form template groups are created, they are organized into form template profiles. The profiles are then assigned to workflow profiles.
-
Click
to create a new profile. -
Click
to assign a group to a profile. This allows the user to select which groups will be in the profile. -
Assign a profile to a workflow profile by clicking Application > Workflow Profiles | Form Settings, or Journal Settings for journal template profiles.
NOTE: Click 
to access the Security screen to modify users and groups before assigning them to a form template profile. To assign groups, click 
and begin typing the group name. Groups are filtered, so you can select the group, press CTRL and then double-click. This specifies the correct name into the appropriate field.
