Workflow Step - Page Redirect 


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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 Redirect from the dropdown menu. You can also hover over the space between Steps in your workflow and the "+" icon will appear.

You can edit or delete a Page Redirect at any time by selecting it on the Workflow Builder Map and opening the Properties Panel. 

Additionally, upon selecting a form in a Form Step, a Page Redirect step will be automatically added to the Workflow Builder Map and the form-level redirect configuration will be copied over.

This feature is being slowly rolled out to all Enterprise and Compliance Cloud customers. Over the next several weeks, we will be progressively rolling out the new Workflow experience to customers on these plans. Keep an eye out for the “New” flag in your FormAssembly account to know when you can jump into this feature. It is not possible to request early access to this feature. We apologize for any inconvenience.

Please Note: The redirect configuration settings from the selected form will only be copied over once. Any changes made in the Workflow Builder or in the form's specific settings will not affect each other. 


Properties Panel Configuration

Adding a Page Redirect will automatically open the Properties Panel so you can configure the Step. The Properties Panel for this Step contains the following tabs: Description and Configure

You can delete any Step by opening the Properties Panel for the Step and clicking the red "Delete Step" button at the bottom. 


Please Note: Every workflow, and every respondent's path in a workflow, must end with a Page Redirect Step. Once their final form has been submitted, they need to be redirected elsewhere otherwise the process will appear to be experiencing an error. This means you should end your workflow with this Step, but also add a Page Redirect Step whenever you're switching from one respondent to another (via assignments) in a workflow. The Page Redirect Step in this situation should be placed immediately before the Email Step which has assigned the workflow to a new respondent. 


Description Tab

This tab handles the details of the Step itself, such as the Step Name and Step Description.

Step Name

This field allows you to give the Step a custom name, which can help you differentiate between your Steps. It has a default value of "Redirect to Another Page" until manually changed.

Step Description

You can use this field to add a description to your Step.


Configure Tab

This tab will allow you to customize the Thank You page or Redirect URL which will appear when the respondent reaches this Step. 


Thank You Message

You can use the Thank You Message text area to create your Thank You page. You can add text, style it, add links and images, reference field and form aliases from any form above this Step in the Workflow Builder Map, and reference workflow-specific aliases. You can also directly edit the source code of your Thank You Message by clicking on the “< >” icon.


Redirect URL

Adding a URL to this field will send the respondent to the specified web page instead of showing the Thank You page. You can manually enter a URL here, or you can customize it and create a dynamic URL by using the Formula Editor. If you are not yet familiar with the Formula Editor, then you can learn more about using the Formula Editor to create formulas here first.

Please Note: The Formula Editor in the new Workflow Builder has some additional aliases when compared to the form-specific Editor. Namely, you can now select fields and aliases from all previous forms when building your formulas. Selecting these previous forms' fields and aliases in the Formula Editor will create a "super-alias", an alias that works across multiple forms and Steps. Super-aliases have the following format:

%%[workflow step #]![field alias]%%


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