How to Set Up a New Workflow for Your Site For Use with Web Forms




Open the Workflows Panel


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From your Dashboard Menu, click on Site Settings, and then Manage Workflows.





Add a New Workflow


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Click on the New Workflow button.





Give Your New Workflow a Name


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  1. In the Workflow details tab, type in a name for your workflow in the text box provided
  2. Click Save.



Adding Steps to Your Workflow


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In the 'Add steps to this workflow' tab, you can add steps to your Workflow. The Column on the right allows you to choose actions for each step and assign a user that that step. In this case, we are going to add a step that will notify the owner of the website that someone has submitted a query via the contact form.





Add a Step to Allow the Site Owner to Receive Notification of Website Enquiries.


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  1. Give the Task a Name, in this case: 'Receive Website Enquiries'
  2. In the Role Responsible and Escalate to Role drop-down menus, ensure that 'Receive Website Enquiries' is selected. (## see earlier tutorial on user roles link here??)
  3. Click Save.



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You will see that the step now appears in the left-hand column. If you wished, at this point you could create a new step in the process by clicking on the New Step button.