Knowledge BaseHow to use Autopilot Process SetupHow do I allow users to contribute to the guidance while completing tasks?

How do I allow users to contribute to the guidance while completing tasks?

In order to make a change to a process, you will need to access the Setup Lander.

To access the Setup Lander view: How do I access a process I want to Edit

Giving access to edit guidance

In order for users to add info to the guidance, they will need to have access to edit the guidance. To enable access to edit the guidance on the form:

  1. Click on Settings tab
  2. Set the option 'Should the user be allowed to edit the guidance?' to Yes
  3. Click on Save to save the change made