Designing Your Processes

Introduction to process templates and forms

27 articles in this collection
Written by Natalia

Creating your first process template

How to create your own process template

Written by Natalia
Updated over a week ago

Templates gallery

Where to find pre-made process templates

Written by Natalia
Updated over a week ago

Setting a title for new processes

How to use data form fields to automatically create process title

Written by Natalia
Updated over a week ago

Assigning tasks to users and groups

How to assign tasks in template

Written by Natalia
Updated over a week ago

Setting task due dates using formulas

How to set calculated due dates for tasks in template

Written by Natalia
Updated over a week ago

Configuring form for each task

Setting up assignee access to form fields: Hidden, Required, Read-only

Written by Natalia
Updated over a week ago

How to create request process with approvals

Create request templates and add approvals to them

Written by Natalia
Updated over a week ago

How to add review cycle to your process template

Reviews, change requests, review cycles, loops, iterative approvals

Written by Natalia
Updated over a week ago

Making a template invisible

How to hide template from other users

Written by Natalia
Updated over a week ago

Process deadline

How to set process due date

Written by Natalia
Updated over a week ago

Adding form fields to a process start screen

How to allow process starter to fill data form fields

Written by Natalia
Updated over a week ago

Configuring process start form

Configuring form fields for process start screen

Written by Natalia
Updated over a week ago

Workflow options

How to add approval to your template

How to add approval

Written by Natalia
Updated over a week ago

Task Groups

Different task order inside one process

Written by Natalia
Updated over a week ago

Using Conditions

How to add optional task, conditional logic, rules for tasks, show / hide tasks

Written by Natalia
Updated over a week ago

Review cycles

Review cycles, loops, iterative approvals

Written by Natalia
Updated over a week ago

Data Form

Creating data form

Creating form in a template for data transfer

Written by Natalia
Updated over a week ago

Adding table section to data form

Using tables in process

Written by Natalia
Updated over a week ago

User field

Selecting a user as a value of a form field

Written by Natalia
Updated over a week ago

Configuring "Money" data field

How to work with currencies in template data form

Written by Natalia
Updated over a week ago

Files upload field

How to use attachments in data forms

Written by Natalia
Updated over a week ago

Dropdown and Multiselect fields

List with single or multiple select options in data form

Written by Natalia
Updated over a week ago

Date and time field

How to collect date and date/time values in data form

Written by Natalia
Updated over a week ago

Number field

How to add numbers to data form

Written by Natalia
Updated over a week ago

Text fields in data form

How to add text input and multiline text input

Written by Natalia
Updated over a week ago

Yes/No field

How to set up yes/no selection in data form

Written by Natalia
Updated over a week ago

Email address field

How to use email address in data form

Written by Natalia
Updated over a week ago