Running a workflow

How to start and run a workflow depends on how it is started. This is determined by the trigger component that you have used.

Workflow starts with a form#

When a workflow is started from a form, submitting that form will run the workflow. All this requires is that you go to the URL for the form, start a form session and submit that session.

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via the form component#

The form URL can be found inside of the form component when you click save.

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via the canvas toolbar#

You can also direct open the form URL by pressing the "Start workflow" button on the canvas. This will open up the form in a new tab.

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via the portals page#

You can also access the form by clicking on the portal for that workflow. This will open up the form in a new tab.

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Workflow starts with a Upload Spreadsheet#

When a workflow is started from a Upload Spreadsheet, uploading and submitting a spreadsheet from the upload portal will run the workflow.

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via the Upload Spreadsheet component#

The URL to the upload portal can be found inside of the Upload Spreadsheet.

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via the canvas toolbar#

You can also direct open the form URL by pressing the "Start workflow" button on the canvas. This will open the upload portal in a new tab.

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via the portals page#

You can also access the upload portal by clicking on the portal for that workflow. This will open the upload portal in a new tab.

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Workflow starts with a webhook import#

When a workflow is started by a webhook import, it will run when a payload is received at the webhook endpoint.

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The webhook endpoint can be found inside the webhook import component.

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Note that the payload needs to be configured correctly, including having the generated token in the header. Read more about the webhook import component โžก here

Using Postman to test your Webook Import#

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๐Ÿšง This section is currently under construction ๐Ÿšง