Create and manage form workflows
Manage form workflow dashboard
A form workflow dashboard provides you with the overall perspective of form workflows in an application. This organized dashboard with its structured set up enables easy identification of your form's workflows, their actions, their status, and other ...
Set form workflow properties
To set workflow properties: Click on a Workflow Name in the Form workflows page. Select the Properties icon in the top-right corner of the screen. The Workflow Properties window will slide in from the right. You can make changes to the name of the ...
Set criteria for form workflows
The action in a workflow executes for all records by default when the Run this action field is set as Always. Alternatively, you can execute the action for selected records by setting a condition or criteria. To set the condition: Choose the On ...
Understanding form event in workflows
To set a workflow to start rolling out, you need to specify on cue of which record event it needs to be triggered. Options are when a record is created, when a record is edited, when a record is created or edited, or when a record in deleted. Then ...
Understand record event in form workflow
When you create a workflow to be trigged while using a form, you need to specify the event of record at which the workflow has to run. There are four events that occur in a record when a workflow can be run. They are: When a record in created: The ...
Create new form workflow
To create new form workflow: Click the Workflow button at the top to navigate to the workflow dashboard. Click the Create Workflow button. Select the On a form event option to specify when you need to trigger the workflow. Choose the required Form. ...
Understand Form Workflows
Form workflow refers to the workflow triggered when there is an activity on a form. The activities that you can perform on a form are listed below. Created - Create a new record in the form Created or Edited - Create a new record or edit an existing ...