Workflow Setup Checklist

The following setup and configurations need to be done before getting started with EX FormFlow - Workflow:

Add the Workflow feature to a page

The feature can be added as a page or added to an existing page.

Grant users permissions to view or manage Workflow feature page

Grant user groups administrative access to EX FormFlow - Workflow

Access must be granted to any user groups setting up and managing the Workflow approval tracks.

Set Up Database Connections

If you plan to define approvers based on information from your school's EX or custom database, you must add a database connection string.