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Creating Custom Workflows

Jade Pimblott
Modified on: Tue, 19 Sep, 2023 at 2:48 PM

  User Roles

This feature can be used by the following user roles:

  • Super Admin
  • Admin

Follow the steps below to create a custom workflow:

  1. Click Form Templates
  2. Click New form template
  3. Click Create form workflow
  4. Add workflow name
  5. Select Stage
  6. Click Add Stage
  7. Click Save and exit

Your workflow has now been created.

You can add as many stages as needed to your workflow.

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