Workflows

Introduction

Forms can be combined together to define a Workflow. The workflow determines in which order each form must be filled out and provide additional configuration options, permitting data to be passed between forms.

Forms are processed independently and processing options defined for each form are applied (preview, emails, connectors...), with the exception of the 'Acknowledgment' options ('Thank-You' message and redirection), which are overwritten by the workflow engine.

Configuration

To create a new workflow, go to 'My Forms', select the 'Workflow' tab and click on 'Create a New Workflow'. The workflow configuration screen contains the following settings:

Name:

The name of the workflow (not displayed to the respondents)

Thank-You Page:

The address of a page where you want the respondent to be redirected once the last form of the workflow has been completed. If this option is not set, the processing settings of the last form of the workflow will be used instead.

Steps:

A Workflow Component, or step, is a single form with its optional parameters.

Parameters:

(optional) This setting is automatically appended to form's querystring and must be formatted accordingly. You may used it to pass data between forms (see below).

How to Pass Data Between Forms

In the worflow configuration screen, the parameters option can be used to pass data between forms. A parameter is a field name/value pair, with the following format:

FIELD_NAME=FIELD_VALUE

You can reference data submitted in the previous step by replacing FIELD_VALUE with the corresponding field name, delimited by a double percent sign (%%).

FIELD_NAME=%%FIELD_NAME_PREVIOUS_FORM%%

Separate different field name/value pairs with the ampersand (&) character.

FIELD_NAME=FIELD_VALUE&OTHER_FIELD_NAME=%%OTHER_FIELD_NAME_PREVIOUS_FORM%%

Refer to the form's prefilling information page to identify field names.

Note: The parameters option is automatically appended to the form url so you should only specify field name/value pairs (omit the url part).

Restrictions

• Workflows are available in the Professional Plan only.
• Workflow logic is not yet available. You can only define a predefined, sequential list of forms to be filled out.
• Passing data between forms is limited by the maximum size allowed for URLs and shouldn't be used for large text fields (over 2000 characters, all fields combined).