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:
Login to the Web Console
Go to Forms
Click on the Pencil Icon to edit
Go to the Advanced Settings section
Ensure you have set up the Approvals & the Expiry Preflix steps
Click on the Workflow tab
Click the Toggle to activate the workflow
Click on the search bar to Find the form you want as a follow-up task
Select the Assignee type - choose from Submitter | Individual | User Group
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
Click Done to save the workflow
Click Save to save the form
