Vicky Kulig

Different options are available for documents depending upon where you access them from, and the permissions that have been set.  Action List My Documents Document List Action List The Action Lis...

Yes. The field added to the echo step can be used to route a step to or as a variable. This will allow admins to route to multiple parallel values at a time. If you are using a table as the echo st...

Any multi-select gadget can be used in the echo step including the table, repeater, user multi-select (data lookup (people)), groups multi-select (data lookup (multiple groups)). For more informati...

No. Once adjustments are made to Workflow Settings or Form Section Overrides, you still need to publish your app in order for those changes to be reflected in your published form. You are also able...

Form section overrides give you more control over your forms and allow you to determine who should be able to view or edit certain sections of a form and when. By default, all form sections are set...

When a task has been completed it will appear as "task completed" in the workflow tracker.  It’s important to note that a task step stops the workflow (meaning you cannot continue on in the workflo...

There are a number of use cases for a Task step, but here are a couple of examples that we have seen: There is a certain section on the form that needs to be filled out by a particular office. Thi...

At times you may want to remind approvers to approve a document, especially if the workflow has been stuck on a particular step for some time. Luckily, you can resend Approval notifications! To res...

Click into the step you would like to edit. The configuration panel for the step will open to the right, allowing you to make any necessary changes. Your workflow step will save automatically - no...

Click on the type of step you would like to add from the top left side of the Workflow screen. Drag and drop the step to the desired location. Determine the settings for the step in the configurat...