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
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.
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.
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:
- You should have edit permissions on the target app
- The selected app should have at least one configurable field. (Refer to the next section to know about configurable fields)
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.
|Configurable Fields||Non Configurable Fields|
|Single line text||Multiple Selector|
|Multi line text||Code Scanner|
|Camera, Image and File|
|Dependency app fields|
|Calculations and logic|
Note: Readonly 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.
All submissions made by this workflow would be made by a Clappia bot.