You are viewing documentation on our legacy Workflow Forms Feature. Click here for help with our Workflows Product instead.
Step 1 - Create a Workflow Form
To get started creating a workflow form, click the "Create" button on the Forms tab. This will always appear at the top right of the Forms tab but will also appear in the middle of the page if no forms have been created yet.
Note: If you do not see this button you may not have permission to create forms. Please contact your account admin so he or she can adjust your permissions settings.
Next, you are prompted to choose the type of form you wish to create.
Continuing through the flow, on the next page you're given the option to name your workflow form, specify the URL, and designate a folder to save the workflow to upon creation. Next, you can opt to start by using a template or start using a blank form.
Continuing by using a Template will give the option to select a Category such as Sales, HR/Workflow, IT, etc. Based on the Category selected, a list of popular templates will appear.
Before the building of your workflow form begins, there will be the option to select the Theme of the workflow form. The options will include the Default theme, Light, or Dark stocked themes. If there is another Theme that you wish to use, you can select it in the Builder.
Step 2 - Build/Add Fields
Drag a field from the Form Fields menu on the left of the form builder to add the fields you want to your form.
When you click on a field, you'll see a window slide out from the left where you have options to edit the field you're on. See our support doc titled Add, Edit, Delete, Copy, Move Fields for more information.
Step 3 - Form Settings
Click the Settings tab to set the name of a form, the language, welcome and submission messages, emails & redirects, 3rd party integrations, and plugins. You may also enable security features and add user access to the form.
Step 4 - Share/Use Your Form
Click the Share tab to find the link to your form (the Hosted URL) and the embed code needed to place the form on your website. (When using the embed code for workflow forms only, the first step will be embedded to your site). The QuickStart menu provides the link to your Form and also the JavaScript Embed Code, which can both be quickly and easily copied by clicking the 'COPY' buttons. You can also access Lightbox and iFrame embed codes by clicking the 'Embed Form' option along the left. Click on "Social Media" to find directions on how to embed your form in Wordpress, Joomla, and TypePad.
Step 5 - Preview/publish your workflow form
From the builder (In the top left corner you) you will see the "workflow" option. Clicking this will launch the workflow form editor where you have the chance to preview and edit your workflow before publishing. The editor is also where you assign sections created in the builder to workflow form steps.