Pre-requisites:
'Admin' permission on the project template where a workflow needs to be created.
Below are the steps to create a workflow for forms in a project template:
1. Follow the steps to create a workflow in a project template (steps 1 and 2).
2. Capture required details in mandatory fields and click 'Create' to create a new workflow record.
Workflow Name - Name which you want to give to the new workflow.
Description - Capture a brief description of this new workflow.
Workflow Context - Select 'App' as workflow context.
App Type - You will be required to choose a form type. Active form types will be available as a dropdown. Controller-based form types are not supported in workflow. For any non-controller-based form that was converted to controller-based after the workflow was configured, the workflow won't execute for that particular form type.
Total Workflow Days - Total length of the workflow in number of days.
3. Follow the steps to create a workflow for forms in a project (steps 4 to 5).
4. The system will give a prompt if the workflow needs to be published now or later, A workflow once created needs to be published to be able to run it.
Click 'Yes' to publish the workflow or click 'Later' if you wish to publish it later.