Using Workflows
- Using the API connector with the Forms SSO Prefill feature
- Workflows API Connector Capabilities, Limitations & Setup
- Map Event or Product Fields Between Workflow Steps
- Map Separate Labels and Values in Workflow Steps
- How to assign a Workflow step
- Map Field Answers and Metadata Between Workflow Steps
- Customize Workflow Step Messages
- Configure Forms for Salesforce Steps in Workflows
- Connect Form to Form Workflow Steps with Assignees Video
- Configure Workflows Sign Steps
- Configure Document Steps in Workflows
- How to setup Forms Steps in Workflows
- Building a Workflows Overview
- In-Session Signing Overview for Workflows
- Workflows Workspace Overview
- How to Configure Workflow Conditional Logic and Approvals Steps
- Encrypted Forms Support for Workflows