Workflow, Actions, Triggers & Security

*NEW* Workflow UI - Learn how to navigate the workflow editor, create stages and action buttons, and set workflow level security. These changes are not fully integrated yet, but will become the standard in the future. You can access them now using the Workflow card on the Form Design Dashboard.

Workflow is just another name for an approval or review process that a record might have to go through. A...

Workflow action buttons are the way a reviewer can tell an app what they would like to do to the...

The Security tab is where you get to define workflow level security, i.e., who can do what with the records...

Roles & Users are in integral part of all applications. Roles are a bit like groups, and are a key...

Users are not created in GW Apps, but we do need to tell GW Apps who can use an application...

We need to be able to define who should have the ability to change the design or settings of the...

The Email Template Editor allows you to create the Subject and Body text for your email, and specify all the...

An App Designer can create and edit email templates from the Email Template Dashboard. Email Template Overview Email templates are...

Workflow Workflow is just another name for an approval or review process that a record might have to go through....

Once you have the application roles, you can begin managing role members by adding users to the roles using the...

By default, all users who want to access any aspect of GW Apps need to have a valid login and...

Triggers Overview Actions & Triggers are a way to automatically take an action related to specific records in a GW...

Actions define a set of configurations for a type of action. Currently we only support Webhooks. Actions Overview Actions &...

In this article we’ll discuss how you can create and generate API Keys for your applications. We’ll also discuss API...