Steps

Introduction The Form Step allows you to collect a form response. With this step, you can collect data at various stages in your workflow to be used later in other steps. Before configuring this step, your forms should already be built and saved ...

Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  You can edit or delete a Conditional Step at any ti...

Introduction The Go To Step allows you to direct your workflow to a previous or future step, or even to a step that is on another Path! Go To Steps are most useful when used in conjunction with Conditional Steps. You can use them to redirect to ...

Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL.  Properties Panel Configuration Adding a Page Redirect will automatically open the Properties panel so you can configur...

Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map. The Email Step can be used to configure both intern...

Introduction The Workflow Approval feature enables you to map and build approval processes into your workflow, bridging the gap between various business process components. This feature is particularly beneficial when validating data collection p...

Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the...

Overview Leverage FormAssembly’s Document and E-Signature steps to facilitate seamless document approvals, contract signing, and other essential workflows directly within the platform.  FormAssembly's E-Signature step is designed to comply with ...