Setting Up Workflow

1. Access Workflow Settings:
   1. Click the “Workflows” button beside the “Add Section” button in the section menu.

   2. Or, go to Settings > Workflows tab.

      Open workflow setting with default Structure:

      Each section automatically represents a step in the workflow.

      Use Existing Workflow:

   3. Copy workflows from collections.

   4. Save current workflows to collections via the right-hand menu (open by default).

      Customize Workflow:

   5. Add Step: Insert steps and define actions.
      1. Define the fields to be completed for each step, which may span across multiple sections with multiple fields.
      2. Define action labels (e.g., Approve, Reject) and colors. (controls button and status)
      3. Link each action to one outcome.
      4. Assign Assignees: Set team tags or individuals.
      5. Geo-Fence: Require submission within a project location.
   6. Send Emails: Select recipients, and customize email content.
   7. Back to Previous: Choose the step to return to and decide how records are handled.
   8. New Version: Set starting step and record handling.

   9. Close: Decide to close or create a new version.

      Outcome and Actions:

   10. Each action links to one outcome.
   11. Add elements using the “+” icon next to actions, and set up outcomes via drag-and-drop logic.