Step 1: Set up a new process

  • Go to Processes

  • Click “Create New”

  • A new form will open

 

Step 2: Update Process Name and Invite User or Team into your processes

 

Note: Managing of the access is only accessible by Owners of the account or User and Teams with Full Control of the process.


Step 3:  Proceed to create your form and workflow. For more details on how to create a form and workflow, please refer here