Create a form flow

To create a form flow, you must use both the Build and Form Flows tabs to associate form flow questions with a form flow and its steps. To plan and create a form flow efficiently, you can build your form with its form flow questions before moving to the Form Flows tab and associate those questions with steps.

You can create a form flow from the Build tab or the Form Flows tab.

Build tab - In the Form Flow Button’s side panel under Details, click Step setup, and then click Next when you see a dialog box that says no form flows exist. When there are existing form flows, the Form Flows tab opens.

Form Flows tab – Click the Create form flow button.

Steps

Create a form flow from the Build tab

Add a Form Flow question.

Select the new form flow button question, and then on the left panel, under Details, fill in the Button text name.

Click Step setup. The No form flows exist dialog box shows. If you have existing form flows, you will automatically land in the Form Flows tab.

In the No form flows exist dialog box, click Next. The Create form flow dialog box shows.

In the Create form flow dialog box, enter the Form flow name and Description, and then click Create. A new form flow shows with Step 1 as the first default card.

Select the Step 1 card.

On the left panel under Step 1, in Step details, select the following:

Who will be responsible for this step – Original Reporter or Form Flow Initiator
Which form flow button will be used for this step – The buttons that are available have been added and configured in the Build tab in step 1 and 2.

Optionally, if you want to send an email notification to the responsible party for this step, click Add email in the Email section and complete the dialog box. The email notification indicates the start of the step after clicking its form flow button, not the completion of the step.

Access configuration is not available in Step 1. You can configure access for each individual step thereafter.