FormAssembly Workflow Builder

Articles

FormAssembly Workflow Setup
Introduction The FormAssembly Workflow feature 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 hel...
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!  Please Note: This feature is being slowly rol...
Workflow Step - Go to Step
Introduction 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 Step fro...
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 to Add a Connector from the dropd...
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 Map and then select Page Redir...
Terms of Service · Privacy Policy