- Hide/show question: conditionally hide or reveal individual questions within a form. Use case: show a “Reason for decline” field only if a request is rejected.
- Hide/show step: dynamically hide or show entire workflow steps based on specific criteria. Use case: display additional approval steps only if a request exceeds a certain value.
- Pass back: automate sending a workflow to a previous step for review or correction. Use case: return a form to the initiator if critical information is missing or incorrect.
- Step assign to: assign workflow steps to specific users or groups based on logic. Use case: assign approval steps to managers dynamically based on the requester’s department.
Workflow control rules
Workflow control rules
Workflow control rules add dynamic behaviour to FlowForma forms, letting you hide or show questions and steps, pass forms back, and assign steps by logic.
Workflow control rules enable dynamic behaviour and automation within workflows and forms. They enhance flexibility and streamline user interactions by changing how steps and questions behave based on predefined conditions.