Workflow builder

Create Workflow

Save a draft while you build. Publish when it is ready to become live.

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Name

Key

Description

Default form scope

Enabled when published

Workflow access teams Leave empty when every permitted submission user can see submissions using this workflow.

Pause assigned-team access

Workflow Map

Click a shape to choose the step you want to edit.

Required for any used step. To publish fields are only required when publishing the workflow.

Start

End

Selected Step Editor

Order *

Step name *

Type *

Assignment To publish

User

Teams

For conditional team assignment, create routed steps with different Teams selections.

Related user

Notification

Template

Recipients To publish

Function To publish

Workflow function

Function outputs are written into Case Context and can use tokens like {{clientname}}.

Need a new function? Create shared function definitions under System, then choose them here. Open Workflow Functions

Template To publish

Template

Routing rules decide when this letter template is prepared for the submission.

Need a new letter? Create reusable engagement letter templates in Design Studio, then choose one here. Create template

Approval outcome To publish

Primary label

Status

Outcomes

Routing

And/Or

When

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

Instructions

Order *

Step name *

Type *

Assignment To publish

User

Teams

For conditional team assignment, create routed steps with different Teams selections.

Related user

Notification

Template

Recipients To publish

Function To publish

Workflow function

Function outputs are written into Case Context and can use tokens like {{clientname}}.

Need a new function? Create shared function definitions under System, then choose them here. Open Workflow Functions

Template To publish

Template

Routing rules decide when this letter template is prepared for the submission.

Need a new letter? Create reusable engagement letter templates in Design Studio, then choose one here. Create template

Approval outcome To publish

Primary label

Status

Outcomes

Routing

And/Or

When

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

Instructions

Order *

Step name *

Type *

Assignment To publish

User

Teams

For conditional team assignment, create routed steps with different Teams selections.

Related user

Notification

Template

Recipients To publish

Function To publish

Workflow function

Function outputs are written into Case Context and can use tokens like {{clientname}}.

Need a new function? Create shared function definitions under System, then choose them here. Open Workflow Functions

Template To publish

Template

Routing rules decide when this letter template is prepared for the submission.

Need a new letter? Create reusable engagement letter templates in Design Studio, then choose one here. Create template

Approval outcome To publish

Primary label

Status

Outcomes

Routing

And/Or

When

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

Instructions

Order *

Step name *

Type *

Assignment To publish

User

Teams

For conditional team assignment, create routed steps with different Teams selections.

Related user

Notification

Template

Recipients To publish

Function To publish

Workflow function

Function outputs are written into Case Context and can use tokens like {{clientname}}.

Need a new function? Create shared function definitions under System, then choose them here. Open Workflow Functions

Template To publish

Template

Routing rules decide when this letter template is prepared for the submission.

Need a new letter? Create reusable engagement letter templates in Design Studio, then choose one here. Create template

Approval outcome To publish

Primary label

Status

Outcomes

Routing

And/Or

When

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

And/Or

Field

Operator

Value

Instructions

Cancel

Create Workflow

Workflow Map

Review

Notify Intake Team

Final Approval

Selected Step Editor