Vicky Kulig
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Recent activity by Vicky Kulig-
Can I Use the Field Added to the Echo Step in my Routing or as Variables?
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...
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Which Field Types can be Used in the Echo Step?
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...
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Will My Published Form Change Automatically When I Adjust Workflow Settings or the Form Section Overrides?
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...
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What Are Form Section Overrides?
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...
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How Does the Task Step Appear in the Workflow Tracker?
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...
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What Would I Use the Task Step Type For?
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...
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Can I Resend an Approval Notification?
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...
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What type of steps can be used in the Workflow?
There are a lot of different step types you can use to customize your workflow. Approval Request for users to provide an approval or denial decision on a proposal. Pauses the workflow at the ste...
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What is an App (aka Form)?
An app comprises the form you create in the Form Builder, the workflow, and the data that is submitted. It is the container that pulls everything together. For more information, see the following a...
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Note:
If you are still working within the Classic version of Ready, refer to the Classic Knowledge Base.