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