Workflow

As part of the form configuration, you can add workflow to the form. The workflow menu displays the various event types that can be added to each stage of the workflow, along with the order of actions for the workflow events.

Draft Events

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, and attach a PDF report of the form submission.
• Email - Send an email to a configured email address.
  For more information check out this article.
  
  
• Freshdesk: Create a Ticket - Create a ticket within the Freshdesk ticketing portal.
• For more information check out this article.
• Freshdesk: Add note to ticket - Update an existing ticket in the Freshdesk ticketing portal.
  For more information check out this article.
  
  
• Webhook Hosted API - Call a OneBlink hosted API to link to any backend system
• Webhook Custom URL - If you don't want to use OneBlink hosting for your API instead use Custom URL to like to any external API. 
  For more information check out this article.
  
  
• Civica Authority – CRM - Create a record within the Civica Authority CRM system
  For more information check out this article.
  
  
• Micro Focus Content Manager- Create a record within the Micro Focus Content Manager Account
  For more information check out this article.

Scheduling Events

Using OneBlink Scheduling, you can create scheduling pages. These allow 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. 

For more information check out this article.

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. 

Submission Events

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

Approval Flow and Approval Events

The approval flow allows you to configure your approval steps, assign them to groups and more. 

Approval Events are workflow events that trigger once the final step of the approval has been approved. 

For more information check out this article.

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. 

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 [email protected]. We are happy to assist in any way we can.