Processes / Form and Workflow

Learn more on form fields and use of plugins here

How to create a CRM (Route users to different pages – based on users answers)
Scenario: You need to fill up your customer details in the CRM form. Using the page break and form setting options, the pages can be customized in a way to...
Wed, 15 Sep, 2021 at 12:12 PM
How to create a Form to show/hide fields – based on users answers
Step 1: Set up a new form Go to Processes Under Current Processes - Click “Create New” A new form will open Step 2: Update Process ...
Thu, 16 Sep, 2021 at 3:42 PM
How to create a page break in your form builder?
Organise your forms into pages to make it easier for your users to view and submit In the form builder module, simply scroll down in the form field select...
Thu, 16 Sep, 2021 at 3:51 PM