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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 test.forms.northwestern.edu (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
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