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Designing Your Workflow
Designing Your Workflow
Create and import groups, assign tasks dynamically, and much more
19 articles in this collection
Written by
Flo
Creating Groups
Learn how to create and import a group
Written by
Flo
Updated over a week ago
Configuring Task Notifications
Setting notifications when a certain task starts in a workflow
Written by
Flo
Updated over a week ago
Basic Workflows
An overview of the "Define Workflow" step in the App Wizard, covering how to add tasks, assign tasks, add notifications, and conditions
Written by
Flo
Updated over a week ago
Setting and Editing Deadlines and SLAs
Setting deadlines and SLAs for individual steps and tasks in your workflow.
Written by
Flo
Updated over a week ago
Task Assignment
Assign Tasks Dynamically
Advanced task assignment based on built-in hierarchy and user fields
Written by
Flo
Updated over a week ago
Assign a Task to a Group
Assigning a task in a workflow to a pre-defined group of people
Written by
Flo
Updated over a week ago
Assign a Task Based on a Master
How to dynamically assign a task to someone based on a master data set rather than the built-in hierarchy or a user list
Written by
Flo
Updated over a week ago
Avoiding Approval Duplication
Setting up your workflow so that the same person doesn't have to approve an item twice in a row
Written by
Flo
Updated over a week ago
Creating Specific Workflows
Conditional Tasks
How to create a task that only happens in certain situations
Written by
Flo
Updated over a week ago
Simultaneous Tasks
Using a parallel branch in your workflow to allow two or more tasks to be done at the same time.
Written by
Flo
Updated over a week ago
Conditional Parallel Workflows
Creating two paths for a workflow depending on the data in a certain field
Written by
Flo
Updated over a week ago
Goto Backward Hop
How to add a condition in your workflow to automatically send an item back in the sequence if certain conditions are met
Written by
Flo
Updated over a week ago
Goto Forward Hop
How to add a jump in your workflow that automatically skips steps based on data received in the form
Written by
Flo
Updated over a week ago
Actions
Send an Email in a Workflow
How to send an email to someone as a part of a workflow
Written by
Flo
Updated over a week ago
Start a New Item from a Workflow
How to create an action in a workflow to initiate a new item
Written by
Flo
Updated over a week ago
Start Multiple Items from a Workflow
How to take a table and initiate multiple items from it after an approval step
Written by
Flo
Updated over a week ago
Update an Item as a Part of a Workflow
Edit the fields of an item with data from another item in progress
Written by
Flo
Updated over a week ago
Create or Update a Master Record
Tips to update data in your master as a part of a workflow.
Written by
Flo
Updated over a week ago
Send Data to a Webhook in a Workflow
Choose the point in the workflow where you want to send information to a webhook for integration
Written by
Flo
Updated over a week ago