What is Workflow?

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This article provides introductory information on the customizable collaboration tool Workflow.

Workflow is a feature that allows a user to begin a form and then pass it along to a colleague who either needs to review the data or fill out another section of the form. 


Workflow

Paper forms are slow to circulate, especially for field workers or remote staff. Emails can't capture signatures, GPS, or perform calculations. Workflow is a customizable tool that streamlines internal processes.

To transfer a form between users, create a Handoff. You can add multiple handoffs anywhere in the form and set who receives the data next—either a specific user or a selectable list.

You can also use logic to route handoffs based on captured data. For instance, if a safety violation is found, the form can automatically notify a supervisor, who can then take immediate action.

See the Help Center article, "Using Workflow," to learn how to configure Workflow.

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