1. Log into the campus portal as an administrator.

2. From the FormFlow - Forms feature, click Manage Forms. The Manage Forms page appears.

3. Click on the form that you would like to configure for Workflow.

4. From the Form Admin toolbar, click the Tools drop-down menu, then select Workflow configuration. The configuration page appears.

5. From the Track drop-down list, select the Workflow track you would like to configure.

6. From the Submitter's Email drop-down list, select the Unique ID of the corresponding email question on the form.

It is not necessary to map data to the Submitter's Email data point if you are already mapping an ID Number to another Workflow data point (step 7). However, the Submitter's Email configuration is beneficial when a user is not logged into the campus portal when filling out the form. To properly map data to the Submitter's Email data point, the form must have a question that asks for the user's email address. This email question's Unique ID can then be selected from the Submitter's Email drop-down list.

7. If a data point was added to the Workflow track when it was created, a drop-down for the data point will appear below the Submitter's Email field. From that drop-down list, select the Unique ID of the question/field whose data you wish to map to the Workflow track's data point.

It is not necessary to map data to the Submitter's Email data point if you are already mapping an ID Number to another Workflow data point (step 7). However, the Submitter's Email configuration is beneficial when a user is not logged into the campus portal when filling out the form. To properly map data to the Submitter's Email data point, the form must have a question that asks for the user's email address. This email question's Unique ID can then be selected from the Submitter's Email drop-down list.

8. Repeat steps 5-7 to configure any Workflow tracks that the form could potentially be sent to.

A Formflow Form submission can only be sent to one Workflow track.

9. Once you are finished, click Save.

Be sure that the Workflow track has been configured in FormFlow's Workflow Configuration (Admin Toolbar | Tools | Workflow Configuration).

1. Log into the campus portal as an administrator.

2. From the FormFlow - Forms feature, click Manage Forms. The Manage Forms page appears.

3. Click on the form that you would like to configure for Workflow.

4. Right click on the button or question that you would like to determine what Workflow track the document is sent to and select Properties. The Edit item pop-up appears.

5. From the Rules tab, click Add Step.

6. From the first drop-down, select If answer value is. In the right to the right of the drop-down, enter the value *.

7. To send a submission through more than one or different tracks when varying conditions are met, use the Workflow: Add to track queue and Workflow: Remove from track queue options.  

• To send a submission through more than one or different tracks when varying conditions are met, use the Workflow: Add to track queue and Workflow: Remove from track queue options. Click the Add button and repeat this step for each potential workflow a submission can be sent to.

• Workflow: Remove from track queue removes the submission from a selected track when the specified conditions are met. Once selected, you can select the appropriate workflow track from the drop-down that appears.

If you are using more than one workflow, do not select Workflow: Set track. Set track uses only that track and ignores any other workflows you may have set up.

10. To send a submission through a single workflow track, select Workflow: Set track and from the drop-down that appears, select the workflow track you want to send the submission to. Do not select this option if you want to send a submission through more than one track.

11. Click Save changes.

Yes. In J1 FormFlow - Forms, you can create a rule on a question, such as a drop-down question, that will direct the form submission to a specific Workflow track based on the answer that is submitted. For example, you can set a rule that will send all applications for applicants pursuing a doctoral degree to a separate approval track than those submitting applications for undergraduate degrees. Example

Yes, a submission can be sent to multiple WorkFlow tracks.

1. Right click on the button or question you would like to have a remove from WorkFlow queue option for.
2. Select Properties. The Edit item pop-up appears.
3. From the Rules tab, click Add Step.
4. From the appropriate drop-down, select If answer value is. In the right to the right of the drop-down, enter the value *.
5. From the drop-down below these fields, select Workflow: Remove from  track queue.  

• If have more than one workflow track a submission can follow, select Workflow: Add to track queue for each potential workflow. Selecting Workflow: Set track will use only that track and ignore the other workflows you select.

• If you only have one possible workflow track a submission can follow, select Workflow: Set track.