Experiencing issues with the new Login/Keychain process?

Click here for an update and guidance 

Help centre

Submit a ticket Log in

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.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.