Approvals & Workflows

About workflows

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How to create a new workflow

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What are the different types of workflow templates available?

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How to edit and save an active workflow

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About tasks

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How to add a task to a workflow

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How to add a parallel task

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How to add a sequential task

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How to delete a task

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About conditions

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How to add conditions to a workflow

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How to Add and Configure conditions on workflows

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How to delete conditions in a workflow

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About phase

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How to add a phase

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How to edit a phase

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How to delete a phase

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How to Build Workflows & Custom Notifications

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SLA timers: how they work and what triggers escalation

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Where do I view all workflows?

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Workflow statuses

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About tags

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How to add, edit, and delete tags

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About quick actions - publish, duplicate, pause, archive

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How to perform quick actions

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What is Version History and Restore?

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How to Restore a Workflow from Version History?

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How to edit a task

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Form fields and definitions - Standard Question Types

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How to build and edit a custom form

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About checklists

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How to configure a task checklist

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How to Edit and Save an Active Workflow

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Tasks in Workflows

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How to edit/configure a workflow after submission?

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How to create workflows using pre-built templates

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About workflows: how approval chains are built?

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Approvals: How to Approve, Reject, or Request More Info

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