Table of Contents
Workflows are a robust feature designed to streamline collaboration by enabling multiple team membersโand even external participantsโto 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.
๐๏ธ Introduction #
- Agenda Overview โ 0:00
๐ Form Setup Basics #
- Custom Form Location โ 1:11
- Form Example (Without Workflow) โ 1:39
๐ ๏ธ Editing an Existing Form #
- Section Development & Naming โ 2:35
- Workflow Setup โ 6:10
โก๏ธ Step 1: JPO Plan Setup #
- Enabling Workflows โ 6:11
- Adding a Step โ 6:23
- Step Title โ 6:33
- Assignee โ 7:04
- Invitation Message โ 7:40
- View vs. Edit Permissions โ 7:53
- Parallel Processing โ 8:52
- Due Dates โ 9:11
- End Trigger โ 9:36
โก๏ธ Step 2: Guardian Involvement #
- Guardian Example โ 10:05
โก๏ธ Step 3: JPO Review #
- JPO Review โ 13:05
โก๏ธ Step 4: Supervisor Approval #
- Supervisor Sign-Off โ 14:38
๐ Workflow in Action #
- What It Looks Like with Workflows โ 16:13
- Auto-Assign & Invite Messaging โ 17:23
- Viewing Step 1 โ 18:06
- Selecting Parent/Guardian โ 19:10
- Completion View in YouthCenter โ 19:34
- Guardian Selection Process โ 20:00
- Email + Form Example Sent to Guardian โ 20:58
- Step 2 Complete, Moving to Step 3 โ 23:25
- Step 3 JPO Review โ 26:35
- Step 4 Final Review & Completed Form โ 27:27
๐ Workflow Monitoring & Widgets #
- Viewing In-Progress Workflows โ 24:11
- Editing Widget Fields / Filtering โ 25:05
๐ Support #
- Support Contact Information โ 29:51