Setting up a Workflow allows you to use your Form in an automated multi-stage process, and by using the Update Workflow Action you can set up the form so that its Workflow status changes upon submission.
In order to use Workflows, you first need to opt in to make them available for your company's use. (How do I Opt in to Workflows?)
In order to add an Email Action to your Form, go to Forms > Existing Templates > choose the edit arrow for the template you would like the action added to > Actions tab > + New Action. Then you can select Update Workflow in the Action type dropdown.
When you have chosen the Update Workflow option from the dropdown, you will then need to set up the Register Log Rule for the update. Select + Add Register Log Rule and it will create options that will determine when the form will move forward to the next step in a Workflow.
In the option Use Register, you will need to select the Workflow that you want your form to go through. You will need to register a new workflow if you don't already have an existing one. You can do that by going to Workflows > Add New Workflow. (Click here to watch the Webinar on Workflows)
Once you've selected the Workflow that you want to have the form attached to, then you can set the rules: The status it will move to, the status required before it can move ahead, and the ID and description fields in the form that you would like to use for the Workflow.
You can create more than one Register Log Rule, with its own settings, in order to progress the Form through each stage of the Workflow.
Once you've edited the settings for the Update Workflow action, then new forms created with the from template will automatically update to the next stage upon Submission, so long as they meet the set rules.
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