Workflow Engine

Automate submission steps using rules, so routine actions happen without manual work.

• Workflow Engine Overview
• Creating a Workflow
• Running & Managing Workflows
• Workflow Action: Send Email
• Workflow Action: Assign a Follow-up
• Workflow Action: Assign to a Review Phase
• Workflow Action: Total & Set Field Value
• Workflow Action: Set Field Value
• Workflow Action: Tag Submission
• Choosing a Workflow Action
• Building Rules: Conditions, Logic & the Otherwise Branch
• Understanding Execution Logs & Troubleshooting Workflows