Workflow Automation

Workflow is the sequence of steps involved in moving from the beginning to the end of a working process. In short, it’s how work gets done. You can enable Workflow within Cognito Forms to automate this sequence on a single form. If you're on a Team or Enterprise plan, you can also take advantage of the Auto-Create Entries feature to set up multiform workflows. If you're new to Workflow, we recommend watching this video first. It covers the key components of Workflow: Actions, Statuses, and Roles. These components guide how submissions move through your process, control who can do what at each stage, and automate the steps needed to keep work moving. 🔍 You'll learn: ✅ What Actions are and how to use them ✅ What Statuses are and how to use them ✅ What Roles are and how to use them ✅ How to enable Workflow link sharing ✅ What tools work in tandem with Workflow 00:00 Introduction 00:56 Getting started 1:14 Actions 1:42 Statuses 2:04 Roles 3:32 Workflow link sharing 3:49 Additional tools ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ LINKS & RESOURCES 👉 Workflow User Guides: https://www.cognitoforms.com/support/408/workflow 👉 Workflow Link Sharing User Guide: https://www.cognitoforms.com/support/412/workflow/workflow-link-sharing 👉 Workflow Tasks User Guide: https://www.cognitoforms.com/support/466/workflow/workflow-tasks 👉 Person Field User Guide: https://www.cognitoforms.com/support/471/building-forms/form-field-reference/person-field 👉 Pre-built Workflow Templates: https://www.cognitoforms.com/templates/workflow-automation ▶️ Auto-Create Entries Tutorial: https://www.youtube.com/watch?v=dtiCdIE2FC0 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH US ON SOCIAL MEDIA X/Twitter: https://twitter.com/CognitoForms LinkedIn: https://www.linkedin.com/company/cognito-apps/ Facebook: https://www.facebook.com/cognitoforms Instagram: https://www.instagram.com/cognitoforms/ Blog: https://www.cognitoforms.com/blog ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 👋 ABOUT COGNITO FORMS: Hi, we’re Cognito Forms, an easy-to-use online form builder that allows you to create powerful forms for your website. You can build contact forms, registration forms, order forms, and more in just a matter of minutes! Check us out here: https://www.cognitoforms.com/