Workflow Screen

The Workflow screen permits you to configure the form workflow including the states a form can transition to and any task assignments or email notifications that need to be sent.

On the Designer Canvas you can one or more statuses and tasks and then configure the properties of them in the Properties Panel.

 

For a Status you can:

  1. Define the Status Name
  2. Define the Status color
  3. Define the quorum condition (1 quorum OR all quorums must be met)
  4. Enable/Disable the "Send email" option

     

    If the "Send email" option is enabled you can define the

    • To
    • Cc
    • Subject
    • Body

Additionally you can embed form data within these fields using a combination of curly brackets {{ (To and Cc) or @mentions (Subject and Body).

WorkflowSatusSelected

 

For a Task you can:

  1. Define the Task Name
  2. Define the Target Status
  3. Define the quorum
  4. Assign tasks to everyone OR a specific person or group OR the participants of a previous task
  5. Enable/Disable requiring a comment
  6. Enable/Disable the "Send email" option

     

    If the "Send email" option is enabled you can define the

    • To
    • Cc
    • Subject
    • Body

If the "Send email" option is enabled you can define the

  • To
  • Cc
  • Subject
  • Body

Additionally you can embed form data within these fields using a combination of curly brackets {{ (To and Cc) or @mentions (Subject and Body).

WorkflowTaskSelected

 

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