Workflows & Automations

Collections

• Managing Workflows

  Managing workflows ensures tasks, processes, and approvals move efficiently from start to finish with clear structure and accountability.

• Approval Workflows

  How to create approval workflows on template submissions (example: Human Resources forms).

• Key Concepts

  Goal: Help admins build and troubleshoot automated logic without a call

• Building Workflows

  Designing structured, repeatable processes that streamline tasks, improve efficiency, and ensure consistent outcomes across operations.

• Conditional Visibility

  How to dynamically show or hide questions within a template and configure location-specific visibility for questions and sections.