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How to use Workflow for Automation

Create Workflow​

Workflow button is available in App Screen on Top Right. Check the Picture below:

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Once clicked, it opens up the workflow space. All old workflows will be available here. check the picture below

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Only Admin will have access to create the workflows due to data security issues. In this guide, we will create one workflow for form submission. Let's give a name to the workflow as below picture.

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Check triggers and actions in workflow screen. First we have to set a trigger and then we can set Action based on that trigger.

Create an Form Submit Trigger​

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We can use Form Submit trigger to send an email to respondent or whoever is relevant to receive that notification. Set first form submit trigger. Check the pictures below:

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Here We can select worksheet, then corresponding form will show up. For example, we select accounts worksheet and lead form will show up in the list.

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Create an Email Action​

Save this Trigger. Now time to add an Action. Drag email into canvas. check the picture below:

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Connect Trigger and Action​

One can set the email compose screen. How to configure this screen is part of another tutorial of email sending. Refer to below article. https://tablesprint.com/docs/Notifications/Send-Email After setting up emails we can just connect trigger and action. Whenever someone submits lead form a mail will go to the selected participants. Check the connected picture below:

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Save the Workflow​

Don't forget to save the workflow as picture below.

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