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Create a Workflow for Forms in a Project Template
Create a Workflow for Forms in a Project Template

This article helps you understand how to create a workflow for forms in a project template.

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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.



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