Getting Started with the Workflow Builder
- Collect data such as emails for use in the workflow
- Send an automated email with an action button to link to a task for the email recipient
- Display a task type for the participant to do work
Tips for Using the Workflow Builder
Use these tips to get started in the Workflow Builder:
- Your workflow template begins by inserting your first task, which will typically be a webform task. Using a webform, you can collect email addresses for the roles you’ll use in later in the process. Rename your webform to identify what the purpose of this form is.
- Edit your start form. Change the email field in the start form to be a required field and a data type of email, otherwise the emails collected will not be available in later steps.
- Next, you’ll want to assign a property name to the email fields that is easy to remember.
- Return to the Workflow Builder by selecting the back arrow on the right hand side.
- Your next step in the process may be an email step. In order to show a Fill and Sign or other user-facing task to a participant in your workflow, you will need to tell that person that they have work to do and add a link (button) in the email.
- If the only email option on the To or CC fields is ‘Originator Email’, review steps 1 through 3 in this section.
- The email button will link to a step in the workflow template. For example, this could be a Fill and Sign step to allow the email participant to fill a form or sign a document.
- The Fill and Sign step must be changed to the email field defined on your start form.
- Finally, it’s time to publish and run your workflow!