Setting Up Your Forms For Global Workflow

Overview

When setting up your forms for Global Workflow, it is necessary to organize and label your field keys universally. If your field keys are not in sync, the data will not be able to be seen or processed globally when defined as a condition.

 

Setting Up a Condition in a Workflow

When setting up a condition in a workflow, you can add a governing variable based on the field key indicator.

For example, if you want to set up a workflow action based on the inspection scores in the entirety of the account. You would need to label all inspection scores inside each form as $inspectionscore$ for the data to be accessed and analyzed account-wide. 

 

 

How to Label Field Keys

To label your field keys:

1. Open your form in the Form Builder.
2. Select the field that you need to name.
3. In the General Settings menu, select the Field Key button and rename the field key so it matches all identical fields within your account.