Your Workflow template can be highly customized to match each step of your business process. To do this, we build out those steps using building blocks referred to as Task Types and pair them together.  The most commonly paired task types used to assemble steps and automate work are:  Webform, Email, and Fill and Sign.
This powerful combination will:
  1. Collect data such as emails for use in the workflow
  2. Send an automated email with an action button to link to a task for the email recipient
  3. Display a task type for the participant to do work
Even very large and complex business processes will include such combinations, possibly repeating many times to help participants through a large process.

Tips for using the advanced process builder

When you use the advanced process builder here are some tips to help you begin.

  1. Your Workflow template begins by inserting your first task, normally a webform. In a webform, we can collect email addresses for the roles we will use in our automated business process. Rename your webform to identify what the purpose of this form is.
  2. Edit your start form. Change the email field in the start form to be a required field and a data type of email or the field will not be available in later steps.
  3. Next, you can assign a Property Name to the email fields that is easy to remember
  4. Return to the Process builder by selecting the back arrow on the right hand side
  5. Your next step in the process may be an email step. In order to show a Fill and Sign or other user facing task to a participant in your workflow, you will need to tell that person that they have work to do and add a link (button) in the email
  6. If the only email option on the To or CC fields is ‘Originator Email’ review steps 1 through 3 in this section.
  7. your email button will link to a step in the workflow template. For example, a Fill and Sign step to allow the email participant to fill a form or sign a document.
  8. The Fill and Sign step must be changed to the email field defined on your start form.
  9. Publish and Run your workflow to test this powerful combination

For an example, please watch our helpful video of an expense report workflow: