#WorkFlow

A workflow is a sequence of steps or processes that are triggered when someone interacts with or submits the form. These steps outline what happens from the moment the form is filled out until the final action is completed.

By setting up a workflow on a form, you ensure that each submission is handled systematically, efficiently, and consistently, reducing the need for manual intervention and minimizing the chances of errors or omissions

form-overview9

NameDescription
Add WorkflowChoose this option to add a workflow.
SaveChoose this option to save the workflow.
DeleteChoose this option to delete the workflow.

#Add WorkFlow

form-overview10

NameDescription
NameYou can add a name here (lowercase and separated with dashes).
TypeChoose type. You can select from File (Saved, Staged, Published), Task (Completed by a user, Completed by a user from a group), and Form Submission.
Select userSelect user by using the Browse button.
Assign toSelect assignee by using the Browse button.
Tickler InformationEnter the email address.
SubmitOnce you have completed all the fields, click Submit to apply your changes.