Table of Contents
Workflows are a robust feature designed to streamline collaboration by enabling multiple team members—and even external participants—to sequentially complete designated sections of a custom form. This structured approach enhances efficiency, accountability, and clarity throughout the data collection and review process.
See below for the webinar video and timestamps of topics discussed.
Introduction #
- Agenda Overview – 0:00
Form Setup Basics #
- Custom Form Location – 1:11
- Form Example (Without Workflow) – 1:39
Editing an Existing Form #
- Section Development & Naming – 2:35
- Workflow Setup – 6:10
Step 1: JPO Plan Setup #
- Enabling Workflows – 6:11
- Adding a Step – 6:23
- Step Title – 6:33
- Assignee – 7:04
- Invitation Message – 7:40
- View vs. Edit Permissions – 7:53
- Parallel Processing – 8:52
- Due Dates – 9:11
- End Trigger – 9:36
Step 2: Guardian Involvement #
- Guardian Example – 10:05
Step 3: JPO Review #
- JPO Review – 13:05
Step 4: Supervisor Approval #
- Supervisor Sign-Off – 14:38
Workflow in Action #
- What It Looks Like with Workflows – 16:13
- Auto-Assign & Invite Messaging – 17:23
- Viewing Step 1 – 18:06
- Selecting Parent/Guardian – 19:10
- Completion View in YouthCenter – 19:34
- Guardian Selection Process – 20:00
- Email + Form Example Sent to Guardian – 20:58
- Step 2 Complete, Moving to Step 3 – 23:25
- Step 3 JPO Review – 26:35
- Step 4 Final Review & Completed Form – 27:27
Workflow Monitoring & Widgets #
- Viewing In-Progress Workflows – 24:11
- Editing Widget Fields / Filtering – 25:05
Support #
- Support Contact Information – 29:51
