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All CollectionsSetting up ZigaflowPre-Builds
Pre-Builds - Set when an eForm is to be Created and Linked
Pre-Builds - Set when an eForm is to be Created and Linked

An eForm can be automatically created when the parent quotation, job/sales order moves to a new status

Updated over 2 months ago

To set this up on any pre-build:

1. Click the "eForms" tab

2. Click "Append eForm"

3. Select the eForm to use

4. Edit the line

5. Set the status that the eForm will be generated at

6. Tick to complete the edit

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