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Building a Workflow
Building a Workflow
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8 articles in this collection
Written by
Patrick Cahill
and
Amy Casebolt
Update a Form in a Workflow
Learn how to update the form to the latest version in the workflow
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Written by
Amy Casebolt
Updated over a week ago
Creating a Workflow
Learn how to create a workflow from scratch or from a form
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Written by
Amy Casebolt
Updated over a week ago
Adding Workflow Steps
How to add workflow steps to replicate your process
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Written by
Amy Casebolt
Updated over a week ago
Assigning Workflow Steps
Learn how to assign workflow steps to specific users
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Written by
Amy Casebolt
Updated over a week ago
Sharing Workflows
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Written by
Amy Casebolt
Updated over a week ago
Advanced Workflow Concepts
Add Dynamic Data to Notifications with Merge Tags
Using informed notifications in Script
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Written by
Amy Casebolt
Updated over a week ago
Create Advanced Workflows using Conditional Branches
How to use conditional branches in your workflow
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Written by
Amy Casebolt
Updated over a week ago
Workflow Settings
Workflow Collaborator Roles
Written by
Patrick Cahill
Updated over a week ago