Create a Basic Workflow - Session Length: 15 min

Create a Basic Workflow - Session Length: 15 min

Overview

A Basic Workflow adds an approval step when a Form is sent from a Mobile Device, allowing it to be edited then approved/rejected/re-assigned. This training session is intended for Mobile Forms Administrators and/or Workflow Administrators who will be creating Basic Workflows and training their Company's Users on how to access their Queues in Workflow.

Please contact your Account Manager or sales@field2base.com to request a training session.

Objectives

After completing this training, you should be able to:
  1. Train your Company's Users on how to access their Queues and the actions available to them in Workflow
  2. Create a Basic Workflow
  3. Manage your Company's Groups
  4. Understand the difference between Recipient Groups and Mandatory Recipients for a Form
  5. Have a general understanding of additional workflow options available with Custom Workflows

Resources

  1. Introduction to Workflows
  2. Basic Workflow

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