Self-Service Designer | Resolve Documentation

📄️ Introduction to the Self Service Designer

The Self Service Designer is a simple and efficient tool that enables you to design forms by integrating workflows while exposing relevant automated tasks and processes to your end-users.

📄️ Creating a Self Service Form

The New Form window appears the first time you enter the Self Service Designer when there are no forms already present.

📄️ Setting Permissions on a Form

Setting permissions on a form will define who is permitted to see the Form in the Self Service portal.

📄️ Enabling a Form

You must enable a Form before it can display in the Self Service Portal.

📄️ Moving a Form

It is possible to change the folder where a form resides without re-saving the Form as a new version (Save As).

📄️ Editing and Deleting a Folder

Follow these instructions to delete or change the name of a folder.

📄️ Creating a Self Service Workflow

Creating a Self Service Workflow to use with a Self Service Form is identical to creating any workflow, with two additional steps. The Self-Service Workflow must contain Self-Service Variables and Self-Service Response Activity.