Set responsible party of a step based on previous form response

Conditional Logic – employee’s Relation to the workflow Use conditional logic within workflow steps to select a responsible party that is based on an individual within an employee related field in a previously completed form. For example, when completing the root cause analysis step of a incident report workflow you may want the responsible party …

Workflow Report

To view the status of completed or in-progress workflows you will access the Workflow Report. Here you can view where the workflow is in the process, initiate follow-ups, print reports and more. View a completed or in-progress workflow Navigate to CONTROL PANEL > FORMS > WORKFLOW REPORT Use the page filters to find a specific …