Forma Community Knowledge Center
Share and learn how-to tips, workflows, and general knowledge articles about sustainability

Workflow description - template for community contributors

Would you like to write a workflow article to share with the Autodesk Forma Community?

Have an impactful workflow in Forma or across Forma and other tools? Follow this template to describe it.

  • In the headline, use the "How to..." format focusing on the outcome of the workflow. Make sure that the wording used in the headline is generally understood by other specialists in AEC.
  • If it's important to reflect that this workflow belongs to a specific phase (for example, pre-design), or some specific type of projects (for example large residential), add that information too.
  • Add a one-sentence summary adding a bit more detail to what the workflow is focused on, for example: "This guide outlines the steps in the process of..."

In the article itself, please follow the structure and formatting outlined below.

Introduction

In 2-3 sentences, introduce your company and how it has been utilizing Forma.

Quick summary

Goals List 2-3 goals that would help readers connect their needs to the workflow you're describing. Tip: It helps if every point starts with a verb to make it sound more actionable.
Types of projects What kind of projects or which phase is this workflow apply to?
Prerequisites Is there any prep work that another Forma user needs to complete in order to follow this workflow? For example, install an add-in, create a model etc
Important features What Forma features (3-5) are essential for completing this workflow? List them as bullet points. This will help the readers understand if Forma has some specific technical capabilities they have in mind.


Workflow steps


Step 1: Describe the action that needs to be taken

Provide a brief text description of actions that need to be taken, accompanied by short videos or screenshots. If there are substeps, use bullet lists to describe them.

Above the video, please specify briefly what it is showing, e.g.:

  • The video below shows how to...
  • Watch the following video to see how...


Step 2: Describe the action that needs to be taken

Follow the same approach as outlined in Step 1


Step X: Describe the action that needs to be taken

Follow the same approach as outlined in Step 1


Conclusion

Outline 2-3 key outcomes that a Forma user might expect to have achieved by following this workflow.

  • Outcome 1
  • Outcome 2
  • Outcome X

Recommended further reads (optional section)

Link to any other articles you think might be relevant, whether it's other workflows or tactical how-to articles.

Comments

Hi Daniel, thank you for this idea. I'm actually planning my AU session and I think this is a great way to summarise my workflow for studying sustainable developments at early design stages.