To create your first Global Workflow Action follow these steps:
1. Sign In and navigate to the Global Workflow section
3. Name and enable the workflow
5. Choose your actions and set up your integrations
1.
Log into the Fastfield Portal and click on the global workflow section on the left navigation.
2.
After you have reached the global workflow page, click on the “New Workflow” button.
From the "New Workflow" screen, you can enable or disable the workflow with the switch, enabling a flexible process in managing active and inactive workflows within the account.
3.
Next, name your workflow and enable it:
4.
Then, choose your form. For this example, I will select "ANY". Of course, you can also assign a workflow to a particular form. Still, I will choose "ANY" to demonstrate the effects of using the global workflow feature across all forms.
5.
Next, choose your actions and integrations. There is a diverse list of actions to choose from. Some of these actions and third party integrations will need to be authorized with personal account credentials before use.
This action set will email a list of users, deliver a report to an authorized google drive account and send a push notification to users. The action set will trigger whenever a form is completed within the account.
6.
Optionally, you can add additional conditions that govern the workflow actions. The options here are limitless and will be very customizable to the data your forms are collecting. You will need to mindfully set up your forms and field keys to use the Field condition.
7.
You can test the individual actions within your workflow to ensure everything has been set up correctly and reduce downstream errors. To do this, open your workflow and click on the condition you want to test. Once at this screen, you will see a test button in the top right-hand corner of the screen.
Click the TEST button and choose one of your recent form submissions. Then, Fastfield will complete the testing process and show the results in that window.
