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 include additional Form steps to your workflow to collect workflow participant information.
Step 1: From the workflow, drag and drop Forms from the available apps.
Step 2: Create a net new form or choose an existing form.
Step 3: Configure the step. Select the step’s dropdown menu and choose Edit step.
Step 4: From Mapping under Step Builder, optionally map previous Forms and Sign steps’ qualifying fields or metadata to create prefilled answers in the Form step:
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.
Step 5: Choose the Form step assignee. From Assignment under Step Builder, optionally toggle off the inherited assignee from the previous step and assign the form step to a different person(s).
In the Email line manually type an email address or use the drop down to add an email received through a previous step. Use the default email message or craft one to fit your company's branding.
NOTE: Once a Documents or Sign step takes place in the flow after this step, the workflow is no longer sent to the new assignee and the remaining Forms or Forms for Salesforce will need to have the assignee(s) reconfigured.
See more on assigning steps.
Step 6: Once you have finished customizing the assignee and mapped fields and data, create an optional submission message. This message will be visible to users after the step is completed.
From the Step Settings, toggle on Add Step Message to customize the content and color to align with your branding.
Step 7: Select Done to save the configured form step.