Building a Workflow

6 articles in this collection
Written by Aaron White and Casey Finestone

Creating a Workflow

Learn how to create a workflow from scratch or from a form

Written by Casey Finestone
Updated over a week ago

Adding Workflow Steps

How to add workflow steps to replicate your process

Written by Casey Finestone
Updated over a week ago

Assigning Workflow Steps

Learn how to assign workflow steps to specific users

Written by Casey Finestone
Updated over a week ago

Sharing Workflows

Written by Aaron White
Updated over a week ago

Advanced Workflow Concepts

Add Dynamic Data to Notifications with Merge Tags

Using informed notifications in Script

Written by Casey Finestone
Updated over a week ago

Create Advanced Workflows using Conditional Branches

How to use conditional branches in your workflow

Written by Casey Finestone
Updated over a week ago