Create a WX Process for forms

To make your forms available to team members and managers in WX, create a WX Process for forms.

To create a WX Process for forms:

  1. In the HR Manager Portal, select the WX Services tab.
  2. Select the WX Service you want to host your forms.

  3. On the WX Service page, under WX Processes, select New WX Process.

    Screenshot: New WX Process button

  4. On the WX Process page, give the process a descriptive Label. The label is used in the WX menu.

    Screenshot: creating a WX process for forms

  5. Give the process an Order, a numerical value with no decimal places. This defines the order in which the process is displayed in its service menu, relative to other processes.
  6. Select Show In Mobile if you want the process to be available in the mobile browser version of WX.
  7. Select the WX Process Type as Forms.
  8. Select Save.

Leave the other fields blank or set at their defaults unless you have a requirement to adjust other settings for the process.