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Custom Form WorkFlows Walkthrough

< 1 min read

Workflows are a robust feature designed to streamline collaboration by enabling multiple team membersβ€”and even external participantsβ€”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.

πŸ—‚οΈ Introduction #

  • Agenda Overview – 0:00

πŸ“ Form Setup Basics #

  • Custom Form Location – 1:11
  • Form Example (Without Workflow) – 1:39

πŸ› οΈ Editing an Existing Form #

  • Section Development & Naming – 2:35
  • Workflow Setup – 6:10

➑️ 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

➑️ Step 2: Guardian Involvement #

  • Guardian Example – 10:05

➑️ Step 3: JPO Review #

  • JPO Review – 13:05

➑️ Step 4: Supervisor Approval #

  • Supervisor Sign-Off – 14:38

πŸ‘€ 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

πŸ“Š Workflow Monitoring & Widgets #

  • Viewing In-Progress Workflows – 24:11
  • Editing Widget Fields / Filtering – 25:05

πŸ“ž Support #

  • Support Contact Information – 29:51

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