Overview

The Workflow Designer editing mode provides a canvas for you to build, design and configure your workflow steps. This guide will explain how to add and modify steps in your workflow. Please refer to the Designing Forms chapters for additional details about designing the forms in your workflow.

We recommend that tenant admin users not create or edit workflows, nor have roles assigned to them. These users should restrict themselves to administrative tasks.

Workflow Designer

Workflow Step Types & Design

Working with Steps

Preconditions

Email & Webhook

Workflow Step Properties

Guided Designer Navigation Toolbar

The Guided Designer navigation bar steps you through editing your Form, adding Rules for custom logic, creating custom PDF Mapping, and modifying your form Settings. A blue icon represents your current location in the Guided Designer. You may click between any icons in any order, and changes you have made will be temporarily saved in memory as you move between them. Remember to click Save, Save and Test, or Save and Close before closing your browser window or otherwise exiting the Guided Designer.


Workflow mode shows a diagram of your workflow where you can add, move and edit steps as well as activity document actions like Send Email.	Forms mode allows you to add controls to your form canvas and edit their properties via the left side Properties panel. You can switch between forms in your workflow.	Rules mode is where you will add and edit business rules to customize form behavior. You can switch between rules for each form in your workflow.	PDF Mapping mode allows you to view, add and edit custom PDFs you are generating for this workflow.	Settings mode displays the Workflow Properties Wizard where you can customize your workflow settings and document actions.