titles

Database Page
1. Introduction
2. Edit Records
3. Edit Columns
4. Add Record
5. Add new column
6. Import records
7. Importing lists from a spreadsheet
8. Importing dates from a spreadsheet
9. Filter
10. Delete records
11. Delete columns
Introduction
1. What is a database?
2. Database column data types
  1. Text
  2. Number
  3. Boolean
  4. Datetime
  5. List
3. Interacting with databases
  1. Manually interacting with a database
  2. Interacting with a database via workflows
Creating a new database
1. Database configuration modes
  1. New empty database
  2. New database based on workflow
  3. New database with imported data
Welcome to Workflow86
1. What is Workflow86?
2. First time using Workflow86?
  1. Get started now
3. How do I use this component?
4. Further support
Terminology
1. Workflow
2. Component
3. Connection
4. Session
5. Placeholder
6. Other useful terms
Subscription and Billing
1. Free Trial
2. Subscribing to a paid plan for the first time
  1. Set monthly or yearly billing
  2. Set number of Administrator/Editors and End Users
  3. Set the base plan level
3. Changing your subscription and/or changing the number of licenses
  1. Only Administrator users can change subscriptions or billing
4. Changing your number of licenses/seats
  1. You cannot have less than 2 Admins and 10 End Users
  2. Increasing your number of user seats
  3. Decreasing your number of user seats
5. Changing your plan tier
  1. Upgrade your plan
  2. Downgrade your plan
  3. Cancel a downgrade before it is applied
  4. You may need to change your number of licenses/seats before switching plans
6. Changing your billing frequency (monthly/annual)
7. Confirming your change and purchase
8. Changes to your licenses or plans will update pricing
9. Change your billing details
Setting timezone
1. Setting the organization time zone
2. Setting the user time zone
Your user account
1. First name and Surname
2. Display name
3. Username
4. Organization/account
5. Role
6. Email
7. Chaning your account password
8. Timezone
Recover your password
1. Recovering your password
  1. I did not receive a code
Organization Settings
1. Organization details
  1. Change your organization name
  2. Change your organization timezone
  3. Remove Workflow86 branding
  4. Change your subscription or billing
2. Usage monitoring
Sign up/sign in with Google
1. Create a Workflow86 account using Google
2. Signing into Workflow86 with Google
Introduction
1. What is a workflow?
2. Creating a new workflow
3. Change workflow icon
4. Deleting a workflow
Workflow versioning
1. Draft version
2. Published version
3. New draft version
4. Switching between draft and published version views
5. Restoring a previous version
6. Form session to Workflow versioning
Sending emails via SMTP
1. Office 365
  1. Disable Security defaults
  2. Enable Authenticated SMTP
  3. Troubleshooting
2. Gmail
  1. Enable 2-Step Verification
  2. Generate an app password
3. Outlook
4. Error handling
Import a workflow template
Internal placeholders
1. Reference question answers in another question
  1. Inserting internal placeholders
Testing a workflow
1. How to test a workflow
  1. Test from any component
2. Setting placeholder values for a test
  1. Set test values manually
  2. Use placeholder values from an existing session in a test run
  3. Testing from the Form or Upload Spreadsheet
3. Viewing the test results
4. How does the Assign Task work in a test session?
Saving a workflow
1. Save as version
Deleting a workflow
Unpublishing a workflow
Publishing a workflow
1. Check your access settings after publishing
2. Add a comment
3. How does publishing affect the versioning?
Workflow folders
1. Creating a folder
2. Moving a workflow into a folder
3. Moving multiple workflows into a folder
4. Deleting a folder
5. Subfolders
Sharing a workflow
1. 🌏 Share publicly
2. 🔒 Share privately
3. 🔗 Share via link
4. Generating share link
5. Allow download
6. What gets shared
  1. Connected databases
7. Updating a shared workflow
8. Unshare a workflow
Running a workflow
1. Switching to the Production canvas
2. The Production canvas
3. Starting a workflow from a non-trigger
  1. Manually setting the input values
  2. Importing the input values from a previous session
  3. Starting the workflow
  4. Running the draft version of a workflow (testing)
Access to a workflow
1. What is a user-facing component?
2. Allow anyone to run the component
3. Restrict a component to users only
4. Example
5. Can I control who can view/edit a workflow?
Placeholders
1. What is a placeholder?
2. Inserting placeholders
3. Types of placeholders
  1. Text
  2. Number
  3. List
  4. Datetime
  5. HTML
4. Broken placeholders
File Library
1. Getting the link to a file
2. Downloading a single file
3. Downloading multiple files at once
4. Deleting multiple files
5. Manually uploading a file to store in the file library
Credential store
1. Email Credential (SMTP)
  1. 🚩 Additional set up steps for using SMTP
2. Variable
3. Changing a credential
4. Delete a credential
  1. How secure is the credentials store?
Connections
1. What is a connection?
2. How connections work
3. How do I connect components together?
4. Deleting a connection
5. Is there a limit on the number of connections?
6. Branching connections
7. Merging connections
Sessions
1. What is a session?
2. Viewing the sessions for a workflow
3. Opening the progress view of a session
4. Search workflow sessions
5. Notification Emails
6. Component status
  1. Success
  2. Waiting
  3. In Progress
  4. Terminated
  5. Error
7. Find form sessions that have not been submitted
Re-run, re-submit and retry a workflow
1. Migrate data and run on the latest version (migration run)
  1. When should I perform a migration run?
  2. What happens when I perform a migration run?
  3. How to re-run a session in latest production version
2. Re-run a component
  1. What happens when I re-run a workflow session?
  2. How to re-run a component
3. Retry a failed component
4. Re-submitting a task
Electronic Record and Signature Disclosure
Electronic Record and Signature Disclosure
1. Getting paper copies
2. Withdrawing your consent
3. Consequences of changing your mind
4. All notices and disclosures will be sent to you electronically
5. How to contact Requesting Party:
6. To advise Requesting Party of your new email address
7. To request paper copies from Requesting Party
8. To withdraw your consent with Requesting Party
9. Acknowledging your access and consent to receive and sign documents electronically
10. By clicking the "AGREE" button, you confirm that:
Troubleshooting
1. Error page when form is loaded
2. Blank screen when form is loaded
3. Data unable to be loaded
4. My placeholders are not showing up
5. Check the logs
6. Check the access controls
7. Check your subscription
8. Share a problematic workflow with us
  1. Send us the template link
9. How to open the developer console
  1. Chrome
  2. Edge
  3. Firefox
  4. Safari
Contact us
1. 🗣 Live chat (Recommended)
2. 📨 Email us
3. 📬 Send us a feature request
Sequential Form
Run code
1. Technical details
2. Step 1: Setting input variables
3. Step 2: Write your code and map the outputs
4. Step 3: Setting the placeholders to export
5. Step 4: Perform a test run
6. Debugging errors in your code
  1. Python
AssertionError
AttributeError
FloatingPointError
ImportError
IndentationError
IndexError
KeyError
MemoryError
NameError
OverflowError
SyntaxError
ZeroDivisionError
1. Node.js
2. Instructions for AI
Email
1. Send from email address
  1. Default email
  2. Sending emails from your own email service
2. To
3. Bcc and Cc
4. Reply-to
5. Subject line
6. Attaching Files
7. Message body
Calculator
1. Basic calculation
2. Function
3. Datetime calculations
4. Adjusting decimal places
Document Editor
1. Selecting a document generation mode
  1. Generate documents using built-in text editor
  2. Generate documents by uploading a .docx template
  3. Generate documents via a placeholder
2. Output file type
  1. Generate a .docx or PDF
  2. Where can I find the generated document?
Assign Task
1. What is a task?
2. My Tasks page
3. Notification method
  1. Notify via email
  2. Notify via task inbox
4. Assigning the task
  1. What happens when a task is assigned?
  2. Assign to users
  3. Assign to external users via email
  4. Cc'ing others into task emails
  5. Setting a reply-to email
  6. Selecting a custom email address to send messages
5. Setting the task details
  1. Task title and description
  2. Customizing the task status
6. Send reminder emails
7. Building the task page
  1. Using placeholders in the page
8. Internal placeholders
  1. Exposing the page metadata
9. Tracking your tasks on the My Tasks page
10. Viewing the task details
  1. Editing task details
  2. Who can view what tasks?
11. Terminate a task
  1. Terminate all tasks in a session
  2. Terminate an individual task
12. Convert an Assign Task
13. Completing or submitting a task
14. Re-submitting a task
  1. What happens when I resubmit a task?
  2. How to enable tasks to be resubmitted
15. External tasks
List Transform
1. Count a specific value
2. Count if a condition is met
3. Count length
4. Filter based on a conditional
5. Find and replace
6. Join
7. Remove empty values
8. Remove duplicate values
9. Extract by order
10. Rearrange
11. Randomly select
12. Convert list to text
Conditional Workflow
Send Slack Message
1. How to set up the Send Slack message component
  1. 1. Getting a Webhook URL from Slack
  2. 1. Enable Incoming Webhooks
  3. 1. Create an Incoming Webhooks
  4. 1. Setting up the Slack message component
2. Tagging a user in a Slack message
Schedule Start
1. Start workflow at a certain date and time
2. Start workflow at a time and day of the week
3. Start workflow at a certain interval of time
API Export
1. API Export options
2. API Export body
3. Adding headers
Advanced Run Code
Content Library
1. Adding a knowledge block
2. Bulk uploading content into knowledge blocks
Parse JSON
1. Set the placeholder
2. Copy and paste a sample to map
3. Select the placeholders required
Introduction
1. What is a component?
2. Editing, duplicating and deleting components
  1. Edit component
  2. Duplicating a single component
  3. Duplicating multiple components
  4. Deleting a component
  5. Saving a component
3. Component terminology
  1. Input node
  2. Output node
4. Types of components
  1. Trigger components
  2. Action components
Run Concurrent Threads
1. What is a 🧵 thread?
2. Example use case
3. Setting up the Run Concurrent Threads
4. Output from the Run Concurrent Threads
5. Limitations
  1. You cannot merge two Run Concurrent Threads components
Conditional Workflow Paths
1. Creating and setting up workflow paths
Webhook Import
1. What is a webhook?
2. Select a method
3. Send a sample to the Sample Endpoint URL
4. Sample received
5. Set placeholders
6. Set the Production Endpoint URL
7. Generating and setting the token
8. How to set the token
9. Finish
Form Section
1. Redirecting to a Form Section
2. What happens when a form is redirected?
3. Converting a Form Section
4. Internal placeholders
Trigger via email
1. How it works
  1. Workflow must be published to trigger via email
  2. Incoming emails must be 10MB or less
  3. Emails may not trigger a workflow if detected as spam or junk
  4. Emails are deleted after 24 hours
Merge Workflow
1. Merging examples
  1. Merging to avoid duplication of tasks
  2. Merging to allow multiple triggers
2. Merge if any component is run
3. Merge if a combination of components is run
Trigger a Zap
1. 🎬 How to Trigger a Zap
2. Set up Workflow trigger in Zapier
3. Get component ID and token
4. Set up data to send to Zapier
5. Troubleshooting
Conditional Logic
1. Functions
2. Adding a condition
3. Adding an ELSE IF statement
4. ELSE statement
5. Configuring the output type
6. Duplicating an entire logic block
7. Duplicating a statement
Session Variable
1. Adding a new session variable
  1. Specify the data type
2. Duplicating a session variable
3. Deleting a session variable
Form Builder
1. Configuring questions
  1. Inserting a question
  2. Editing a question
  3. Deleting a question
  4. Duplicating a question
2. Configuring pages
  1. Deleting pages
3. Basic question settings
  1. Placeholder (previously "Key")
  2. Question text
  3. Description
4. Advanced Settings
  1. Visibility
  2. Required
  3. Prefill the answer
  4. Comments
  5. Read Only
5. Answer choices and answer values
6. Get answer values from database
  1. Get answer option and answer value from same column
  2. Get answer option and answer value from different columns
7. Previewing a form
8. Saving a form session
9. Viewing saved form sessions
10. Redirect form after it is submitted
  1. Redirecting to a Form Section or Assign Task
  2. What happens on redirect?
  3. Combining linked forms with conditional workflow
11. Form metadata
  1. Printing all questions and answers from a form
12. Component Settings
  1. Adding prefixes to placeholders
  2. Changing format of the formSubmittedDate timestamp
13. Styling
  1. Setting a cover image
  2. Setting a logo
14. Form Settings
  1. Submission message
  2. View, edit and resubmit forms after submitting
  3. Allow the user to start a new submission after finishing the form
  4. Allow user to save their response
  5. Auto-save forms
  6. Allow user to submit their response
15. Annotations
  1. Turn on annotations
  2. Annotating a form or task
  3. Adding an annotation
  4. Editing and deleting comments in a thread
  5. Closing and re-opening threads
16. Convert a Form
17. Internal placeholders
Update Database Record
1. Configuring records to be updated
2. Updating multiple records at once
3. What happens if there is an error?
E-signature
1. How to set up the e-signature
  1. E-signature placeholders
  2. E-signature metadata
2. How to print the e-signature in a document
3. Electronic Record and Signature Disclosure
Trigger from Zapier
1. Step 1 Choose Workflow86 app in Zapier
2. Step 2 Copy and paste endpoint and token into Zapier
3. Step 3 Send a sample from Zapier to Workflow86
4. Step 4 Sample Received
5. Step 5 Map placeholders
6. Step 6 Set the Production Endpoint URL
7. Step 7 Skip test action in Zapier
8. Step 8 Set up completed
9. What if I want to change the data from Zapier to Workflow86?
Query Database
1. Configuring the query
2. Query and return all values in a column
3. Query and return values if a condition is met
4. Changing the query database output format
Trigger from another workflow/Trigger another workflow
1. Set up the Source Workflow
  1. Point the Source Workflow and component to the Target
  2. Configure the placeholders to sent to the Target
2. Set up the Target Workflow
  1. Select the Source Workflow and component
  2. Establish a connection to the Source Workflow and component
3. Updating for changes in the Source Workflow
API Request and Response
1. Setting up the request
  1. Request type
  2. Data type
  3. Endpoint URL
  4. Body
  5. Custom headers
2. Setting up the sample request
3. Sending the sample request
4. Response received
5. Set up placeholders
6. Finish
Create Database Record
1. Configuring the record to be created
2. Output from the create record component
3. What happens if there is an error when creating a record?
Form conversion
1. Duplicate then convert to preserve component settings
Time Delay
1. Delay until certain time has elapsed
2. Delay until certain time and day of the week
3. Delay until a specific date and time
Assign Task
1. What is a task?
2. Task inbox
3. Configuring a task
4. Notification method
  1. Notify via email
  2. Notify via task inbox
5. Assigning the task
  1. What happens when a task is assigned?
  2. Assign to users
  3. Assign to external users via email
  4. Cc'ing others into task emails
  5. Setting a reply-to email
  6. Selecting a custom email address to send messages
6. Setting the task details
  1. Task title and description
  2. Customizing the task status
7. Send reminder emails
8. Building the task page
  1. Using placeholders in the page
9. Internal placeholders
  1. Exposing the page metadata
10. Convert an Assign Task
Form Section
1. Redirecting to a Form Section
2. What happens when a form is redirected?
3. Converting a Form Section
4. Internal placeholders
Form Builder
1. Configuring questions
  1. Inserting a question
  2. Editing a question
  3. Deleting a question
  4. Duplicating a question
2. Configuring pages
  1. Deleting pages
3. Basic question settings
  1. Placeholder (previously "Key")
  2. Question text
  3. Description
4. Advanced Settings
  1. Visibility
  2. Required
  3. Prefill the answer
  4. Comments
  5. Read Only
5. Answer choices and answer values
6. Get answer values from database
  1. Get answer option and answer value from same column
  2. Get answer option and answer value from different columns
7. Previewing a form
8. Saving a form session
9. Viewing saved form sessions
10. Redirect form after it is submitted
  1. Redirecting to a Form Section or Assign Task
  2. What happens on redirect?
  3. Combining linked forms with conditional workflow
11. Form metadata
  1. Printing all questions and answers from a form
12. Component Settings
  1. Adding prefixes to placeholders
  2. Changing format of the formSubmittedDate timestamp
13. Styling
  1. Setting a cover image
  2. Setting a logo
14. Form Settings
  1. Submission message
  2. View, edit and resubmit forms after submitting
  3. Allow the user to start a new submission after finishing the form
  4. Allow user to save their response
  5. Auto-save forms
  6. Allow user to submit their response
15. Annotations
  1. Turn on annotations
  2. Annotating a form or task
  3. Adding an annotation
  4. Editing and deleting comments in a thread
  5. Closing and re-opening threads
16. Convert a Form
17. Internal placeholders
Task inbox
1. Completing or submitting a task
2. Terminate a task
3. Re-submitting a task
  1. What happens when I resubmit a task?
  2. How to enable tasks to be resubmitted
4. Viewing the task details
  1. Editing the details of a task
  2. Who can view what tasks in the inbox?
5. External tasks
Converting forms to tasks
1. Duplicate then convert to preserve component settings
Fields and Questions
1. Short Text
2. Long Text
3. Rich Text Editor
  1. Pre-set content inside of the editor
4. Number Input
5. Content Block
6. E-signature
7. File preview
8. Radio Button
9. Dropdown
10. Checkbox
11. List
12. Calendar
13. Repeatable section
  1. Configuring a question in a section
  2. Repeatable section JSON output
14. Table
  1. Selecting the output format
  2. Perform calculations using table cells
  3. Set cells to be required
  4. Set cells to be read only
  5. Disable cells
  6. Setting a default value for a cell
15. Upload file
16. Map
Forms library
Notes
1. What are notes?
2. What can I do with notes?
  1. Map out, diagram and brainstorm before you build
  2. Comments, notes, instructions and other documentation
  3. Swimlanes
3. Working with notes
  1. Create a note
  2. Edit a note
  3. Move a note around
  4. Save a note
  5. Changing the background color
  6. Changing the size of a note
  7. Duplicating a note
  8. Deleting a note
4. Writing notes
5. Show/hide notes on the canvas
6. Map a Zap
  1. Share a Zap
  2. Map a Zap in Workflow86
Run your first workflow
1. Open the workflow
2. Publish the workflow
3. Run the workflow
4. Complete the workflow
5. Inspect the workflow session
6. That's it. You've run your first workflow!
Edit your first workflow
1. Add a new question to the form
2. Add a new component to the workflow
3. Configure the document editor
4. Configure the email
5. Start your new workflow
6. Check the outputs
7. You have just edited your first workflow!
Starting from a blank workflow
1. Create a new workflow
  1. I want to document a workflow
  2. I'll build on my own
  3. Help me build a workflow step-by-step
  4. Chat to a process engineer
2. Learning about how each component works
  1. 📚 Component Guides 📚
3. Import interactive guides from the marketplace
  1. 🛒 Marketplace Guides 🛒
AI Component Builder and Editor
AI Workflow Editor
Introduction to Workflow86 AI
AI Workflow Builder
AI Component Builder and Editor
AI Notes
User Roles
1. Owner
2. Administrator
3. Editor
4. End User
5. Disabled
Changing user roles
Disabling a user
Inviting users
1. Inviting new users to your organization
2. Assigning invited users a role
3. Fixing invitations that were not successful