Workflows

Workflows help automate processes that usually take multiple steps or people to complete. They’re useful when tasks require approvals, handoffs, or actions that depend on earlier submissions. With a workflow in place, everything moves...

Workflows often involve blending online tracking with offline actions, like issuing a parking pass during onboarding. Tasks such as vehicle inspections, equipment delivery, or obtaining signatures happen offline but remain vital to the process....

The Approval element in Workflows allows you to configure and define outcomes for your approval flow. Aside from the default Approve and Deny options, you can add more outcomes if needed and even set up multistep and parallel approvals....

The Form element lets you easily add follow-up forms to your approval workflow. You can assign these forms to specific people or respondents and keep track of their progress right from your workspace. Invitations are automatically sent via email,...

The Team Approval element in Workflows lets you assign team members to review and approve forms or requests. You can define approval rules, such as requiring a single approver or multiple approvals before proceeding. This feature streamlines...