How to create a workflow

Event types are used to create forms for your users to fill in. These forms can have multiple stages to form a workflow that must be followed from beginning to end before the event is considered complete.

Basic workflow

Event types are made up of one or more sections. Each section contains the individual fields that a user will be filling in whilst they complete the form and adding multiple sections within an event type allows you to construct a workflow for that event. The workflow of the event is determined by the order of the sections. The event starts at the first section and works its way sequentially through to the last section. 

The number of sections you create within an event type corresponds to the number of stages in the workflow the event will go through. In the below example a user creates a new event and fills in their section, then invites someone with the assessor role, who fills in their section and then invites someone with the facilitator role. 


You can add a more sections to your workflow by clicking add new section

Dependent sections

If you would like a section to only show dependent on a value entered elsewhere in the form then you can use the visibility and workflow settings within each section.

This allows you to add one or more conditions which must be met in order for that section to be either shown or skipped. By adding a new condition you are able to select any field from any prior section in the workflow and enter a value. You can add multiple conditions across multiple different prior sections if you wish.

When the specified conditions are met this section will be automatically shown or skipped depending on your selection here. The user completing the event does not need to be aware that the workflow is changing, they simply fill in and submit their form as usual.

If you drag and drop to reorder the sections in the event type workflow then any dependencies will be cleared