Building a Workflow

8 articles in this collection
Written by Aaron White, Patrick Cahill, and Casey Finestone

Update a Form in a Workflow

Learn how to update the form to the latest version in the workflow

Written by Casey Finestone
Updated over a week ago

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

Workflow Settings

Workflow Collaborator Roles

Written by Patrick Cahill
Updated over a week ago