Form flows overview

The Form Flows tab of the Form builder lets you manage all the form flows associated with a form template. A form flow adds workflow functionality to your form so that responsible parties can be actively engaged in an event’s process life cycle. Including a form flow can be helpful if your business process needs to be handed off from the reporter to another individual or department. Each step of a form flow has an associated form flow button in the template that you, as a responsible party, can click to complete your part.

You can add multiple form flows to a form to suit your specific business processes. For example, when filling out a form, a manager's approval may or may not be required to proceed. In this case, you can use a form flow for when manager approval is required, and another form flow when it is not required. Each form flow’s steps are independent of each other but contained in the same form.

The following image and table show the Form Flows tab sections:

	Form flow overview
1	The side panel lets you edit fields associated with the selected form flow or step.
2	Each form flow is shown as its own card with a description and number of steps.
3	When a form flow is selected, each of its steps is shown as a card with information like the associated button, the responsible party, and the number of days until the step is overdue. You can click the Add Step button to add additional steps.

In the Form builder, you can add Form Flow questions as shown in the following image.

You can set up the Form Flow question details by selecting the Form Flow question, and then configure the details on the left panel as shown in the following image.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.