As part of the form configuration, you can add a workflow to the form. The workflow menu shows you the order of operations for the workflow events, as well as the different event types that can be added to each stage of the workflow.



Draft Events


Draft events are run when a user saves the form as a draft. These include the events below: 



Scheduling Events


Using the OneBlink Scheduling feature, you can create scheduling pages. These allow form users to view available times in your calendar, and choose the one that best works for them. Once a time is selected, an event will be created in the calendar and confirmation emails will be sent to both the user and the account owner. 


Note: The user can only be directed to one scheduling page, if you need to configure multiple pages, ensure the conditional logic is configured, so that only one scheduling event can ever run on submit.



Payment Events


Payment events allow you to configure payment gateways for your form users to complete as part of the submission. These will be completed after any scheduling events if they are configured. 


The two supported payment gateways are BPOINT and Westpac QuickStream


Note: The user can only be directed to one payment gateway, if you need to configure multiple, ensure the conditional logic is configured so that only one payment gateway can ever run on submit.



Submission Events


Submission events are run when the user clicks the submit button. These are the same event options as draft events.



Approval Flow

Here you can configure your approval flows. Approvals allow you to add sequential approval steps that need to be approved before the approval events will trigger. 


You can create an approval flow by clicking the "configure approval flow" button, allowing you to configure your approval steps. Each step has a label and is assigned a group. For more information on Approvals, check out the Approvals article


Approval Forms


As part of the approval flow step, you can include an approval form. These forms need to be completed as part of the approval steps approval. Meaning, that the approval form will need to be completed before the approval step can be approved.



Approval form data can be viewed in the approval applet, similar to the original submission. This allows administrators and approvers to view the content of the approval forms from any step.


Approval form data can also be captured in the Approval Events, see Approval Events for more information.


Default Notification Email Address


Use the default notification email address to specify which form email element will be used to contact the person submitting the form. Once this is configured the email address will be automatically pre-filled when actioning the approval.




Preset Responses


To make responding to approvals easier use a preset response. Preset responses allow you to create a set of responses that can be easily added to your approval actions. Create a set of Deny and Clarifications responses that can be used to pre-fill the notification notes for your approval actions. 



Approval Events


Approval events are events that run when the final step in an approval has been approved. These are the same event options as draft and submission events.


Approval Forms


If an approval contains approval forms, the approval form data can be added to the submission event using the 'Include approval form content' button. Once this is turned on, all approval form content will be added to the submission event. 




Conditional Logic


Similar to how conditional logic works for displaying hidden form elements, conditional logic can also be set on the workflow event. Meaning that the workflow event will only run when the configured conditions are met in the form. With this, you can add varied workflow events that can be used for several use cases, such as escalating emails, different payment paths, multiple conditional TRIM containers etc. 


Conditional Approval Steps

Steps can also be set to trigger conditionally based on the form submission, meaning if you only want an approval step to be required when specific conditions are met. You can configure that using the conditional logic configuration on that step.




Get Help


If you have any questions or would like assistance with setting up your Workflow, please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.