How to create a workflow

How to create a workflow


Create Form


Create forms related to Workflows. Select field type for every field. Checkboxes are available to make a field mandatory, to add line breaks.

Create Workflow


Create workflow allows user to create workflow for three instances- separation, confirmation and termination. Place a restriction (AND/OR) to modify applicability of the workflow.


Create stages in workflow and select an action- either form or fields corresponding to a stage.  Assign a role to trigger the stage to. Select a trigger point for when you want the form to be triggered.





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