To create new form workflow:
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Click the Workflow button at the top to navigate to the workflow dashboard.
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Click the Create Workflow button.
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Select the On a form event option to specify when you need to trigger the workflow.
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Choose the required Form.
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Select one of the following to determine the Record Event :
- Created
- Edited
- Created or Edited
- Deleted
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Select required Form Event.
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Enter Workflow Name .
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Click the Create Workflow button. The workflow builder will appear.
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Click Add New Action. The actions associated with the chosen form event are displayed.
- Select the required action and add it to the workflow.
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Click Done to exit the workflow builder.
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The created workflow will be displayed in your form workflow dashboard.
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