Table of Contents
Workflow on a Form Template
Workflows are a quick way to automate common actions on a Form.
For example, when a user taps the Submit button on a Draft Site Diary, it will change the status to Submitted.
When a user marks it as Approved, it will change it from Submitted to Approved.
A Workflow can be broken down into three parts:
- Previous State
- Next State
- Action Button
Add/Edit a Workflow
To add or edit a Workflow on a Form Template, first navigate to the Form Template and click on the Workflows tab.
💻
Form Template Workflows
When adding or editing a Workflow on a Form Template, the following order of operation applies.
A Form will go from a status to a different status.
- (Draft) > (Submitted)
This occurs when a user interacts with the specified
- Action Button. (Submit)
Add
From the Workflows tab of a Form Template, click the Add New plus button.
This will display a new menu where the Workflow is built.
- Select the Current Status - this is the status the form will be in when the workflow occurs.
- Select the Next Status - this is the status the form will transition to when the workflow occurs.
- The Action Name is the field where you will name the button they click to start the workflow.
- The Approval Type is either General - User - Zone - Role.
- Aside from General, the other types will display a list of available option.
Scripts (Legacy) and Form Workflow Scripts
This field is for existing clients - if you need this field, you'll know. 😊
Edit
From the Workflows tab of a Form Template, click the Edit pencil button.
From this menu you can adjust the fields of the workflow as needed.
