Workflows: Create Submissions

This page covers the submission creation workflow. Create submission workflows can be used to make submissions in another Clappia  app based on triggers from the app on which the workflow is configured. For help related to how to add workflows to your app, click here

‍

‍

Help video

Configuring the workflow

After you have added the create submission workflow node to the app, you will be able to configure it. If the right panel which shows the details of the step is not shown you should click on the newly added node to proceed.

‍

The right panel is used to configure the workflow. The details for each field is as shown below.

‍

Step Name

This is the name of the step. The name set here would be what would appear on the workflow graph on the left. This field is required and you cannot keep a blank name.

‍

Select App

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

This shows the list of apps for which the workflow can be configured. If you don't have access to any other apps in the workplace, it would show an error. Select any app from the list to proceed.

For the selected app to work with this workflow, there are 2 conditions that should be met:

1. You should have edit permissions on the target app
2. The selected app should have at least one configurable field. (Refer to the next section to know about configurable fields)

‍

Field Values

‍

This list of fields is used to configure the data to be inserted into the other app.

You can use formulas to configure these fields. Press @ to get a dropdown of fields in the current app.  Refer to this article to know more about using formula blocks.

Note that, not all fields are configurable. Refer to the table below for the list of fields that are configurable.

‍

Parent Step

Parent step refers to the function which is just above the WhatsApp node. Here, it is the If (New)function.

‍

Enable this Step

This step is enabled by default. Disable this step for the node and the whole workflow below the node to stop from executing.

‍

Configurable Fields Non Configurable Fields Single Selector, Date, Dropdown, Time, Single line text, Multiple Selector, Multi line text, Code Scanner, Camera, Image and File, GPS Location, Dependency app fields, Calculations and logic

Note: Read only fields would not be shown but their values would be configured as per the settings

Once you have configured with all the fields you can click on save to save the workflow. You can activate the workflow as per the configured trigger.

Note that submissions created with a create workflow would not trigger create and edit submission workflows configured in the target app.

Workflow Execution

All submissions made by this workflow would be made by a Clappia bot.