Who Can Do This?
Dashboard Users
Owners
Build a new automated process composed of varying steps that collects data from its completers.
There are three different ways you can create a brand new workflow in Script.
1. Workflow Directory
Click Workflows in the blue navigation bar on the left side of your page.
Now that you're in the Workflow Directory, click the purple Create Workflow button in the top right corner.
2. Form Overview
Click Forms in the blue navigation bar on the left side of your page.
Click a form that you would like to include in your new workflow.
You will be taken to the Overview page of this form. Click the purple Create Workflow from Form button in the top right corner. The form that you just selected will be automatically added to this workflow.
3. Team
Click Teams in the blue navigation bar on the left side of your page.
Click on a team that you are a team member or team owner of.
In the team's Overview page, scroll down to the Workflows section and click the Create New Workflow button in the right corner. This will automatically associate this workflow with this team, but that can be changed.
Once you've used one of these three ways to create a new workflow, your configuration window will open on the right side of your page.
Give your workflow a unique and clearly identifiable name.
You also have the option to give this workflow a description that will help your organization identify the purpose and intent of this workflow.
You can choose to assign this workflow to a team within your organization, but that is not required.
Click the purple Create Workflow button.
You will automatically be taken to the Workflow page where you can begin building your workflow.