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Workflows & Automations

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.

  • Managing Workflows

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

  • Key Concepts

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

  • Conditional Visibility

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

  • Approval Workflows

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