---
title: Custom Form WorkFlows Walkthrough (webinar)
description: 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.…
url: "https://docs.youthcenter.net/docs/custom-form-workflows-walkthrough/"
updated: "2025-12-03"
category: Administration
tags:
  - Administration
  - Form Builder Responses
---

# 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.

[https://www.youtube.com/embed/L7ZGHaQFypk?enablejsapi=1](https://www.youtube.com/embed/L7ZGHaQFypk?enablejsapi=1)

#### 🗂️ **Introduction**

- **Agenda Overview –**[00:00](javascript:void(0))

#### 📍 **Form Setup Basics**

- **Custom Form Location –**[01:11](javascript:void(0))
- **Form Example (Without Workflow) –**[01:39](javascript:void(0))

#### 🛠️ **Editing an Existing Form**

- **Section Development & Naming –**[02:35](javascript:void(0))
- **Workflow Setup –**[06:10](javascript:void(0))

#### ➡️ **Step 1: JPO Plan Setup**

- **Enabling Workflows –**[06:11](javascript:void(0))
- **Adding a Step –** [06:23](javascript:void(0))
- **Step Title –**[06:33](javascript:void(0))
- **Assignee –**[07:04](javascript:void(0))
- **Invitation Message –**[07:40](javascript:void(0))
- **View vs. Edit Permissions –**[07:53](javascript:void(0))
- **Parallel Processing –**[08:52](javascript:void(0))
- **Due Dates –**[09:11](javascript:void(0))
- **End Trigger –**[09:36](javascript:void(0))

#### ➡️ **Step 2: Guardian Involvement**

- **Guardian Example –**[10:05](javascript:void(0))

#### ➡️ **Step 3: JPO Review**

- **JPO Review –**[13:05](javascript:void(0))

#### ➡️ **Step 4: Supervisor Approval**

- **Supervisor Sign-Off –**[14:38](javascript:void(0))

#### 👀 **Workflow in Action**

- **What It Looks Like with Workflows –**[16:13](javascript:void(0))
- **Auto-Assign & Invite Messaging –**[17:23](javascript:void(0))
- **Viewing Step 1 –**[18:06](javascript:void(0))
- **Selecting Parent/Guardian –**[19:10](javascript:void(0))
- **Completion View in YouthCenter –** [19:34](javascript:void(0))
- **Guardian Selection Process –**[20:00](javascript:void(0))
- **Email + Form Example Sent to Guardian –**[20:58](javascript:void(0))
- **Step 2 Complete, Moving to Step 3 –**[23:25](javascript:void(0))
- **Step 3 JPO Review –**[26:35](javascript:void(0))
- **Step 4 Final Review & Completed Form –** [27:27](javascript:void(0))

#### 📊 **Workflow Monitoring & Widgets**

- **Viewing In-Progress Workflows –**[24:11](javascript:void(0))
- **Editing Widget Fields / Filtering –** [25:05](javascript:void(0))

#### 📞 **Support**

- **Support Contact Information –**[29:51](javascript:void(0))

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