To set up the Workflows module in your Web Portal > Work Flows > Select Customise from the drop down > Enter the title of your work flow > Add any custom columns of information > Create the stages for the form to move though > Select the relevant forms you would like for the particular workflow.
How do I set up the Workflows module in my account? Print
Modified on: Thu, 6 Jul, 2023 at 11:28 AM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.