Custom Form WorkFlows Walkthrough (webinar)

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 – 00:00

📍 Form Setup Basics #

• Custom Form Location – 01:11
• Form Example (Without Workflow) – 01:39

🛠️ Editing an Existing Form #

• Section Development & Naming – 02:35
• Workflow Setup – 06:10

➡️ Step 1: JPO Plan Setup #

• Enabling Workflows – 06:11
• Adding a Step – 06:23
• Step Title – 06:33
• Assignee – 07:04
• Invitation Message – 07:40
• View vs. Edit Permissions – 07:53
• Parallel Processing – 08:52
• Due Dates – 09:11
• End Trigger – 09:36

➡️ 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