Answer-Based Workflows in Forms

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Do you want to assign a dialogue to a specific Topic based on an answer to a question within a form? Good news- now you can!

How to create an Answer-based Workflow

  • After selecting your form, click the pencil icon on the question to edit. Within the question, you will see multiple options below including a menu icon (3 dots).
  • Click the menu icon and check the box next to "Show dialogue rules".
  • Once checked, you will see a + icon for each answer option. Click on the plus sign to change the Topic.
  • Select a Topic for each answer option and Save when complete.

Add Tags to Workflows

You can now trigger a Workflow that will add Tags to a Dialogue if an answer option is selected within a Form. Tags can be added to Checkbox, Multiple Choice, and Drop-down questions.

To add Tags, click the pencil icon near the questions to open the editing options.

  1. Click on the three-dot menu in the bottom right corner of the question box and select "Show Dialogue rules". You will see checkboxes populate to the right of each answer option.
  2. Check the box you would like to add a Tag to and a pop-up window will appear. From here, choose the Tag name from the drop-down menu.
  3. Be sure to click Save within the Tag box and also Save within the overall Form.

Tips:

  1. You can select multiple Tags from the list.
  2. To remove or add more Tags, check the box again and deselect/select the Tag names.

 

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