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Create Follow On Tasks

Updated over a week ago

Some processes have multiple steps that are completed by different members of your team. Use the Workflow section to add tasks that are related to this work. You can also configure the assignee for these tasks from this section to automatically assign tasks.

This is also where you will set up follow-up tasks by adding forms that must be filled out once the main form is completed. You can assign the form to a user group, user, or submitter.

You can use the "Closeout trigger" toggle to indicate that this is the last task in the workflow.

To do this:

  1. Login to the Web Console

  2. Go to Forms

  3. Click on the Pencil Icon to edit

  4. Go to the Advanced Settings section

  5. Ensure you have set up the Approvals & the Expiry Preflix steps

  6. Click on the Workflow tab

  7. Click the Toggle to activate the workflow

  8. Click on the search bar to Find the form you want as a follow-up task

  9. Select the Assignee type - choose from Submitter | Individual | User Group

  10. Click the Close-out trigger - Once you have added all the required forms, you can set the final form to trigger the close-out process

  11. Click Done to save the workflow

  12. Click Save to save the form

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