Scheduled maintenance: Tuesday 2nd September 2025

We will be carrying out scheduled maintenance on our products on Tuesday, 2nd September. During this period, there will be downtime between 7:00am and 7:30am.
Please make sure you are logged out of your account and have saved any work before this time.
Thank you for your understanding.

Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

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Creating Custom Workflows

  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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