Workflow & Security Overview
Workflow Workflow is just another name for an approval or review process that a record might have to go through....
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Workflow Builder
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Workflow Editor Overview
Learn how to navigate the current Workflow Editor, create stages and action buttons, configure workflow-level security, and access workflow design tools from the Form Design Dashboard. -
Workflow 1 – Stages
Workflow is just another name for an approval or review process that a record might have to go through. A... -
Workflow 2 – Action Buttons Basics
Workflow action buttons are the way a reviewer can tell an app what they would like to do to the... -
Workflow 3 – Action Buttons Advanced
Workflow action buttons are the way a reviewer can tell an app what they would like to do to the... -
Workflow 4 – Security
The Security section of the Workflow tab is where you get to define workflow level security, i.e., which users can...
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