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