You can create a workflow action that is triggered by user input on a form field.
For example, let's say an inspection form asks users to select Pass or Fail for each inspected item. An action could be created to automatically send an alert and/or a report to key stakeholders whenever Fail is entered.
These conditional workflow actions can help you streamline processes for a variety of use cases:
- Safety inspections: A Global Workflow action can be triggered based on a Safety Checklist field, automatically notifying the site supervisor if any critical safety issues are identified during the inspection.
- Quality control: Global Workflow actions can be triggered based on fields such as Quality Test Results or Defect Codes. If a product fails a quality test or exhibits specific defects, the workflow action can automatically notify the quality control team, initiate investigations, and generate corrective action requests.
- Product data analysis: Global Workflow actions can be triggered based on fields such as Production Rates. If production rates deviate from expected values, the workflow action can automatically alert production engineers, trigger diagnostics, and prompt corrective actions.
How to Create Workflow Actions Based on Field Data
- Log into the Portal and go to Workflow > Global Workflow.
- Select + New Workflow.
- Name your workflow.
- Choose a specific form you want to assign this workflow action to or select Any to apply it to all forms in your account.
- Specify what actions/integrations should occur based on certain values.
- In the Edit Conditions menu select Field and enter the field key that you'd like to apply this workflow action to. Then configure the value that will trigger the action.
- This step determines which field will trigger the Global Workflow action(s) based on user input.
After setting up your workflow action(s), we recommend testing your form to ensure the actions are working as expected.