You are viewing documentation on our Workflows Product. Click here for help with our legacy Workflow Forms Feature instead.
Create seamless workflows to connect your go-to Formstack Apps: Forms, Sign, Docs, and Forms for Salesforce. See here for an overview of how to set up a workflow.
After you have set up your first step (Form or Forms for Salesforce only), you can then add a Documents step to your workflow to collect participant data.
From the workflow, drag and drop Documents from the available apps.
Choose an existing document or generate a brand new document from the form step.
If you choose the option to select a document, you'll be taken directly to the document select screen. If you choose the generate from form option, you'll be taken directly to the delivery tab and your document will be automatically created with all fields from the form mapped to the new corresponding document.
It's important to note that checkbox fields from your Form step do not work at this time for the generating from form option.
Mapping
After you've selected your document, you'll have the ability to map previous Forms or Forms for Salesforce steps with qualifying fields or metadata to create prefilled answers in the Document step.
Note - If you chose to generate a document based on the form, you can always click on the mapping step to make any needed adjustments.
Delivery(Optional)
After you've finished setting up your mapping, you'll have the option to create an email delivery with a PDF copy of the document. On this page, you can choose to map data collected during the workflow from left to write or manually type in the options for each of the delivery field options such as who the document is being delivered to and what the subject is.
Please note - If you've chosen the option to generate a document based on your form, an email delivery will be automatically created. If you'd like to remove the delivery, you can navigate to the document within Formstack documents and remove the email delivery from there.
For more information on mapping fields and data, review:
- Map Event or Product Fields Between Workflow Steps
- Map Field Answers and Metadata Between Workflow Steps
- Map Separate Labels and Values in Workflow Steps
NOTE: Data from a Document step can't be used in a workflow yet.
Select Done in the top right to save the Document step in your workflow.
If you need to make adjustments to your steps at any point in time, you can select the edit button on the top right of the step as shown below.