FormAssembly Workflow Builder

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FormAssembly Workflow Setup
Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...
Workflow Step - Collect a Form Response
Introduction The Form Step allows you to collect a form response. With this Step, you can collect data at various stages in your workflow to be used later in other steps. Before configuring this Step, your forms should already be built and saved us...
Workflow Step - Conditional Ruleset
Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  To add this step to your workflow, click the &qu...
Workflow Step - Go To Step
Introduction The Go To Step allows you to direct your workflow to a previous or future step, or even to a step that is on another Path! To add this step to your workflow, click the " Add Step " button on your Map and then select Go To...
Workflow Step - Add a Connector
Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. To add this step to your workflow, click the " Add Step " button on your Map and then select Add a Connector from the dr...
Workflow Step - Send an Email
Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map. This step combines the Auto-Responder and Email Notification ...
Workflow Step - Page Redirect
Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL.  To add a Page Redirect to your workflow, click the " Add Step " button on your Workflow Builder Map and t...
Workflow Step - Approval
Introduction The Workflow Approval feature enables you to map and build approval processes into your workflow, bridging the gap between various business process components. This feature is particularly beneficial when validating data collection pro...
Workflow Responses
Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puzzl...
Workflow Assignments
Introduction When using FormAssembly Workflow to create a customer journey, you may require data from multiple form respondents. Our Workflow Assignments feature adds the ability to easily assign someone to a Form Step in your Workflow Builder. Thi...
Workflow Collaboration
Introduction From the workflow Collaboration page, workflow owners may share their workflow with others, or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily share the workflow managem...
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