As part of the form configuration, you are able to 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 can be added to each stage of the workflow.
Draft events are run when a user saves the form as a draft. These include the events below:
- Email + PDF
- Send an email to a configured email address, attach a PDF report of the form submission.
- Send an email to a configured email address.
- Freshdesk: Create Ticket
- Create a ticket within the Freshdesk ticketing portal.
- Both hosted and custom webhook endpoints
- Civica Authority – CRM
- Create a record within the Civica Authority CRM system
- Micro Focus Content Manager
- Create a record within the Micro Focus Content Manager Account
Using the OneBlink Scheduling feature, you are able to 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 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.
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 are run when the user clicks the submit button. These are the same event options as draft events.
Here you are able to 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.
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, 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.
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.
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.
Similar to how conditional logic works for displaying hidden form element, 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 are able to add varied workflow events that can be used for a number of use cases, such as escalating emails, different payment paths, multiple conditional TRIM containers etc.
If you have any question or would like assistance with setting up your Workflow, please contact us via this support portal or email firstname.lastname@example.org. We are happy to assist in any way we can.