Workflow Data Points

Data points are values that are passed from FormFlow - Forms that can be used to automate procedures in a Workflow stage. For example, a Check Amount data point can be defined for a check approval track. When a form is submitted to a track, the track will request the Check Amount value from the calling application. These can then be used in Stage Rules to automatically approve or reject the document.

 

 

To pass a specific piece of data from FormFlow to Workflow to be used in automated procedures or email templates, a data point must be created in Workflow. Then, in Formflow's Workflow Configuration option, the data point is configured at the same time as its Workflow track, allowing the data point to be passed to Workflow when a document is submitted to that track.

 

How To

Add a data point to a Workflow track

 

Related Topics

Creating a Workflow track

Configure Formflow to Workflow