Integration Step

• Integration Step Options
  • Step Label
  • Which integration would you like to use?

The Integration step can be used to send information to an integration – for example, if you
need to push data to an SIS or similar system – anywhere within the workflow. Before you can configure a step as an Integration step, you will need to establish the integration.

Within an Integration step, you will need to specify the integration to be used, and what fields will be included when the data is sent. 

Once an Integration step has been dragged into the workflow, the flyout will appear to the right allowing you to modify the settings for the step.

Integration Step Options

Step Label

Each step in the workflow can have a custom label applied do it. These labels help to identify the steps, both in the workflow and when reviewing them on the proposal.

For example, the default step name for an approval step is 'Approval' - but if every step were titled as 'Approval', it would be difficult to troubleshoot or identify where in the process it is.

The Step Label allows you to customize the name of a step so it more accurately represents this part of the process. This will help you keep your workflow organized as you are building out your process, and help provide clarity for reviewers who need to approve multiple times during the process.

The Step Label also appears in the Approval Notification that is emailed to the reviewer to help them identify where they are in the workflow process.

To change the Step Label, click into the step to open the configuration panel, then click into the Step Label field. Once you have updated the Step Label, it will save automatically and the step in the workflow will update to match.

Which integration would you like to use?

This setting allows you to determine which of your pre-defined integrations will be used to handle the data within the form. The initial setting is a button for Choose, which will then prompt you to select the integration to use for the step.