Create a Basic Workflow - For Mobile Forms / Workflow Administrators - Session Length: 30 min

Overview

A Basic Workflow adds an approval step when a Form is sent from a Mobile Device, allowing it to be edited then approved/rejected/re-assigned. This training session is intended for Mobile Forms Administrators and/or Workflow Administrators who will be creating Basic Workflows and training their Company's Users on how to access their Queues in Workflow.

You can click here to submit a request for training to the Professional Services Team or email us at f2bps@field2base.com.

Objectives

After completing this training, you should be able to:

1. Train your Company's Users on how to access their Queues and the actions available to them in Workflow
2. Create a Basic Workflow
3. Manage your Company's Basic WF Approval Group and Basic WF Recipient Group
4. Understand the difference between the Basic WF Recipient Group and Mandatory Recipients for a Form
5. Have a general understanding of options available in Custom Workflows

Resources

If you need to review or want to find additional details on Workflows, please take advantage of the following documents:

• Introduction to Workflows
• Basic Workflow

For all other guides on our products, please visit the F2B Support Center.

To set up additional training or to have F2B design a Form or Integration Project for you, please contact the F2B Professional Services Team and we'll setup a meeting to discuss it further.

If something isn't working as expected or you have general questions about our platform, please contact the F2B Support Team and a ticket will be generated to assist you further.

For all Billing and Account questions, please contact your Account Manager or Salesperson. If you're unsure of who this is, please contact the F2B Sales Team. They will follow up and review your account with you.