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titles

  • Database Page

    • Introduction

    • Edit Records

    • Edit Columns

    • Add Record

    • Add new column

    • Import records

    • Importing lists from a spreadsheet

    • Importing dates from a spreadsheet

    • Filter

    • Delete records

    • Delete columns

    • Delete database

  • Introduction

    • What is a database?

    • Database column data types

      • Text

      • Number

      • Boolean

      • Datetime

      • List

    • Interacting with databases

      • Manually interacting with a database

      • Interacting with a database via workflows

  • Creating a new database

    • Database configuration modes

      • New empty database

      • New database based on workflow

      • New database with imported data

  • Welcome to Workflow86

    • What is Workflow86?

    • First time using Workflow86?

    • How do I use this component?

    • Further support

  • Terminology

    • Workflow

    • Component

    • Connection

    • Session

    • Placeholder

    • Other useful terms

  • Subscription and Billing

    • Free Trial

    • Subscribing to a paid plan for the first time

      • Set monthly or yearly billing

      • Set number of Administrator/Editors and End Users

      • Set the base plan level

    • Changing your subscription and/or changing the number of licenses

      • Only Administrator users can change subscriptions or billing
    • Changing your number of licenses/seats

      • You cannot have less than 2 Admins and 10 End Users

      • Increasing your number of user seats

      • Decreasing your number of user seats

    • Changing your plan tier

      • Upgrade your plan

      • Downgrade your plan

      • Cancel a downgrade before it is applied

      • You may need to change your number of licenses/seats before switching plans

    • Changing your billing frequency (monthly/annual)

    • Confirming your change and purchase

    • Changes to your licenses or plans will update pricing

    • Change your billing details

  • Setting timezone

    • Setting the organization time zone

    • Setting the user time zone

  • Your user account

    • First name and Surname

    • Display name

    • Username

    • Organization/account

    • Role

    • Email

    • Chaning your account password

    • Timezone

  • Recover your password

    • Recovering your password

      • I did not receive a code
  • Organization Settings

    • Organization details

      • Change your organization name

      • Change your organization timezone

      • Remove Workflow86 branding

      • Change your subscription or billing

    • Usage monitoring

  • Sign up/sign in with Google

    • Create a Workflow86 account using Google

    • Signing into Workflow86 with Google

  • Secrets

    • Creating a new secret value

    • Setting permissions for a secret value

    • Updating a secret value

    • Deleting a secret

  • Credentials

    • Storing credentials for apps

    • Storing OAuth credentials

  • Introduction

    • What is a workflow?

    • Creating a new workflow

    • Change workflow icon

    • Deleting a workflow

  • Workflow versioning

    • Draft version

    • Published version

    • New draft version

    • Switching between draft and published version views

    • Restoring a previous version

    • Form session to Workflow versioning

  • Sending emails via SMTP

    • Office 365

      • Disable Security defaults

      • Enable Authenticated SMTP

      • Troubleshooting

    • Gmail

      • Enable 2-Step Verification

      • Generate an app password

    • Outlook

    • Error handling

  • Import a workflow template

  • Internal placeholders

    • Reference question answers in another question

      • Inserting internal placeholders
  • Testing a workflow

    • How to test a workflow

      • Test from any component
    • Setting placeholder values for a test

      • Set test values manually

      • Use placeholder values from an existing session in a test run

      • Testing from the Form or Upload Spreadsheet

    • Viewing the test results

    • How does the Assign Task work in a test session?

  • Saving a workflow

    • Save as version
  • Deleting a workflow

  • Unpublishing a workflow

  • Publishing a workflow

    • Check your access settings after publishing

    • Add a comment

    • How does publishing affect the versioning?

  • Workflow folders

    • Creating a folder

    • Moving a workflow into a folder

    • Moving multiple workflows into a folder

    • Deleting a folder

    • Subfolders

  • Sharing a workflow

    • ๐ŸŒ Share publicly

    • ๐Ÿ”’ Share privately

    • ๐Ÿ”— Share via link

    • Generating share link

    • Allow download

    • What gets shared

      • Connected databases
    • Updating a shared workflow

    • Unshare a workflow

  • Running a workflow

    • Switching to the Production canvas

    • The Production canvas

    • Starting a workflow from a non-trigger

      • Manually setting the input values

      • Importing the input values from a previous session

      • Starting the workflow

      • Running the draft version of a workflow (testing)

  • Access to a workflow

    • What is a user-facing component?

    • Allow anyone to run the component

    • Restrict a component to users only

    • Example

    • Can I control who can view/edit a workflow?

  • Placeholders

    • What is a placeholder?

    • Inserting placeholders

    • Types of placeholders

      • Text

      • Number

      • List

      • Datetime

      • HTML

    • Broken placeholders

  • Placeholders

    • What is a placeholder?

    • Inserting placeholders

    • Types of placeholders

      • Text

      • Number

      • List

      • Datetime

      • HTML

    • Overwriting placeholders

    • Broken placeholders

    • Find and replace placeholders

      • Find and rename a placeholder

      • Find and replace broken placeholders

  • File Library

    • Getting the link to a file

    • Downloading a single file

    • Downloading multiple files at once

    • Deleting multiple files

    • Manually uploading a file to store in the file library

  • Credential store

    • Email Credential (SMTP)

      • ๐Ÿšฉ Additional set up steps for using SMTP
    • Variable

    • Changing a credential

    • Delete a credential

      • How secure is the credentials store?
  • Connections

    • What is a connection?

    • How connections work

    • How do I connect components together?

    • Deleting a connection

    • Is there a limit on the number of connections?

    • Branching connections

    • Merging connections

  • Terminating a session

    • Terminating an action

    • Terminating an entire session

  • Session runs

    • What is a session?

    • Viewing the sessions for a workflow

    • Searching for a session

    • Opening the progress view of a session

    • Notification Emails

    • Component status

      • Success

      • Waiting

      • In Progress

      • Terminated

      • Error

    • Find form sessions that have not been submitted

  • Re-run, re-submit and retry a workflow

    • Migrate data and run on the latest version (migration run)

      • When should I perform a migration run?

      • What happens when I perform a migration run?

      • How to re-run a session in latest production version

    • Re-run a component

      • What happens when I re-run a workflow session?

      • How to re-run a component

    • Retry a failed component

    • Re-submitting a task

  • Electronic Record and Signature Disclosure

  • Electronic Record and Signature Disclosure

    • Getting paper copies

    • Withdrawing your consent

    • Consequences of changing your mind

    • All notices and disclosures will be sent to you electronically

    • How to contact Requesting Party:

    • To advise Requesting Party of your new email address

    • To request paper copies from Requesting Party

    • To withdraw your consent with Requesting Party

    • Acknowledging your access and consent to receive and sign documents electronically

    • By clicking the "AGREE" button, you confirm that:

  • Troubleshooting

    • Error page when form is loaded

    • Blank screen when form is loaded

    • Data unable to be loaded

    • My placeholders are not showing up

    • Check the logs

    • Check the access controls

    • Check your subscription

    • Share a problematic workflow with us

      • Send us the template link
    • How to open the developer console

      • Chrome

      • Edge

      • Firefox

      • Safari

  • Contact us

    • ๐Ÿ—ฃ Live chat (Recommended)

    • ๐Ÿ“จ Email us

    • ๐Ÿ“ฌ Send us a feature request

  • Sequential Form

  • Run code

    • Technical details

    • Step 1: Setting input variables

    • Step 2: Write your code and map the outputs

    • Step 3: Setting the placeholders to export

    • Step 4: Perform a test run

    • Debugging errors in your code

      • Python
  • AssertionError

  • AttributeError

  • FloatingPointError

  • ImportError

  • IndentationError

  • IndexError

  • KeyError

  • MemoryError

  • NameError

  • OverflowError

  • SyntaxError

  • ZeroDivisionError

    • Node.js

    • Instructions for AI

  • Email

    • Send from email address

      • Default email

      • Sending emails from your own email service

    • To

    • Bcc and Cc

    • Reply-to

    • Subject line

    • Attaching Files

    • Message body

  • Calculator

    • Basic calculation

    • Function

    • Datetime calculations

    • Adjusting decimal places

  • Document Editor

    • Selecting a document generation mode

      • Generate documents using built-in text editor

      • Generate documents by uploading a .docx template

      • Generate documents via a placeholder

    • Output file type

      • Generate a .docx or PDF

      • Where can I find the generated document?

  • Assign Task

    • What is a task?

    • My Tasks page

    • Notification method

      • Notify via email

      • Notify via task inbox

    • Assigning the task

      • What happens when a task is assigned?

      • Assign to users

      • Assign to external users via email

      • Cc'ing others into task emails

      • Setting a reply-to email

      • Selecting a custom email address to send messages

    • Setting the task details

      • Task title and description

      • Customizing the task status

    • Send reminder emails

    • Building the task page

      • Using placeholders in the page
    • Internal placeholders

      • Exposing the page metadata
    • Tracking your tasks on the My Tasks page

    • Viewing the task details

      • Editing task details

      • Who can view what tasks?

    • Terminate a task

      • Terminate all tasks in a session

      • Terminate an individual task

    • Convert an Assign Task

    • Completing or submitting a task

    • Re-submitting a task

      • What happens when I resubmit a task?

      • How to enable tasks to be resubmitted

    • External tasks

  • Branch Paths

    • Adding Conditional Paths to a Branch Paths

    • Configure the Conditional Path

  • List Transform

    • Count a specific value

    • Count if a condition is met

    • Count length

    • Filter based on a conditional

    • Find and replace

    • Join

    • Remove empty values

    • Remove duplicate values

    • Extract by order

    • Rearrange

    • Randomly select

    • Convert list to text

  • Conditional Path

    • Conditional Path must be paired with a Branch Paths

    • Configuring the conditional path statement

  • Send Slack Message

    • How to set up the Send Slack message component

      • 1. Getting a Webhook URL from Slack

      • 2. Enable Incoming Webhooks

      • 3. Create an Incoming Webhooks

      • 4. Setting up the Slack message component

    • Tagging a user in a Slack message

  • Schedule Start

    • Start workflow at a certain date and time

    • Start workflow at a time and day of the week

    • Start workflow at a certain interval of time

  • API Export

    • API Export options

    • API Export body

    • Adding headers

  • Advanced Run Code

  • Content Library

    • Adding a knowledge block

    • Bulk uploading content into knowledge blocks

  • Parse JSON

    • Set the placeholder

    • Copy and paste a sample to map

    • Select the placeholders required

  • Introduction

    • What is a component?

    • Editing, duplicating and deleting components

      • Edit component

      • Saving changes to a component

      • Discard unsaved changes

      • Duplicating a single component

      • Duplicating multiple components

      • Deleting a component

      • Saving a component

    • Component terminology

      • Input node

      • Output node

    • Types of components

      • Trigger components

      • Action components

  • Run Concurrent Threads

    • What is a ๐Ÿงต thread?

    • Example use case

    • Setting up the Run Concurrent Threads

    • Output from the Run Concurrent Threads

    • Limitations

      • You cannot merge two Run Concurrent Threads components
  • Conditional Workflow Paths

    • Creating and setting up workflow paths
  • Session Variables

    • Adding a new session variable

      • Specify the data type
    • Duplicating a session variable

    • Deleting a session variable

  • Webhook Import

    • What is a webhook?

    • Select a method

    • Send a sample to the Sample Endpoint URL

    • Sample received

    • Set placeholders

    • Set the Production Endpoint URL

    • Generating and setting the token

    • How to set the token

    • Finish

  • Form Section

    • Redirecting to a Form Section

    • What happens when a form is redirected?

    • Converting a Form Section

    • Internal placeholders

  • Trigger via email

    • How it works

      • Workflow must be published to trigger via email

      • Incoming emails must be 10MB or less

      • Emails may not trigger a workflow if detected as spam or junk

      • Emails are deleted after 24 hours

  • Merge Workflow

    • Merging examples

      • Merging to avoid duplication of tasks

      • Merging to allow multiple triggers

    • Merge if any component is run

    • Merge if a combination of components is run

  • Trigger a Zap

    • ๐ŸŽฌ How to Trigger a Zap

    • Set up Workflow trigger in Zapier

    • Get component ID and token

    • Set up data to send to Zapier

    • Troubleshooting

  • Conditional Logic

    • Functions

    • Adding a condition

    • Adding an ELSE IF statement

    • ELSE statement

    • Configuring the output type

    • Duplicating an entire logic block

    • Duplicating a statement

  • Form Builder

    • Configuring questions

      • Inserting a question

      • Editing a question

      • Deleting a question

      • Duplicating a question

    • Configuring pages

      • Deleting pages
    • Basic question settings

      • Placeholder (previously "Key")

      • Question text

      • Description

    • Advanced Settings

      • Visibility

      • Required

      • Prefill the answer

      • Comments

      • Read Only

    • Answer choices and answer values

    • Get answer values from database

      • Get answer option and answer value from same column

      • Get answer option and answer value from different columns

    • Previewing a form

    • Saving a form session

    • Viewing saved form sessions

    • Redirect form after it is submitted

      • Redirecting to a Form Section or Assign Task

      • What happens on redirect?

      • Combining linked forms with conditional paths

    • Form metadata

      • Printing all questions and answers from a form
    • Component Settings

      • Adding prefixes to placeholders

      • Changing format of the formSubmittedDate timestamp

    • Styling

      • Setting a cover image

      • Setting a logo

    • Form Settings

      • Submission message

      • View, edit and resubmit forms after submitting

      • Allow the user to start a new submission after finishing the form

      • Allow user to save their response

      • Auto-save forms

      • Allow user to submit their response

    • Annotations

      • Turn on annotations

      • Annotating a form or task

      • Adding an annotation

      • Editing and deleting comments in a thread

      • Closing and re-opening threads

    • Convert a Form

    • Internal placeholders

  • AI Assistant

    • Models

    • Job description

    • Context

    • Image inputs

    • Setting the output

      • Explanation

      • Setting outputs

  • Update Database Record

    • Configuring records to be updated

    • Updating multiple records at once

    • What happens if there is an error?

  • E-signature

    • How to set up the e-signature

      • E-signature placeholders

      • E-signature metadata

    • How to print the e-signature in a document

    • Electronic Record and Signature Disclosure

  • Trigger from Zapier

    • Step 1 Choose Workflow86 app in Zapier

    • Step 2 Copy and paste endpoint and token into Zapier

    • Step 3 Send a sample from Zapier to Workflow86

    • Step 4 Sample Received

    • Step 5 Map placeholders

    • Step 6 Set the Production Endpoint URL

    • Step 7 Skip test action in Zapier

    • Step 8 Set up completed

    • What if I want to change the data from Zapier to Workflow86?

  • Query Database

    • Configuring the query

    • Query and return all values in a column

    • Query and return values if a condition is met

    • Query involving datetime columns or values

    • Changing the query database output format

  • Trigger from another workflow/Trigger another workflow

    • Set up the Source Workflow

      • Point the Source Workflow and component to the Target

      • Configure the placeholders to sent to the Target

    • Set up the Target Workflow

      • Select the Source Workflow and component

      • Establish a connection to the Source Workflow and component

    • Updating for changes in the Source Workflow

  • API Request and Response

    • Write cURL mode

    • Manually set each request field mode

      • Request type

      • Data type

      • Endpoint URL

      • Body

      • Custom headers

    • Setting up API sampling and parsing

      • Setting up the sample request

      • Sending the sample request

      • Response received

      • Set up placeholders

      • Finishx

  • Create Database Record

    • Configuring the record to be created

    • Output from the create record component

    • What happens if there is an error when creating a record?

  • Form conversion

    • Duplicate then convert to preserve component settings
  • Time Delay

    • Delay until certain time has elapsed

    • Delay until certain time and day of the week

    • Delay until a specific date and time

  • Assign Task

    • What is a task?

    • Task inbox

    • Configuring a task

    • Notification method

      • Notify via email

      • Notify via task inbox

    • Assigning the task

      • What happens when a task is assigned?

      • Assign to users

      • Assign to external users via email

      • Cc'ing others into task emails

      • Setting a reply-to email

      • Selecting a custom email address to send messages

    • Setting the task details

      • Task title and description

      • Customizing the task status

    • Send reminder emails

    • Building the task page

      • Using placeholders in the page
    • Internal placeholders

      • Exposing the page metadata
    • Convert an Assign Task

  • Form Section

    • Redirecting to a Form Section

    • What happens when a form is redirected?

    • Converting a Form Section

    • Internal placeholders

  • Form Builder

    • Configuring questions

      • Inserting a question

      • Editing a question

      • Deleting a question

      • Duplicating a question

      • Re-arranging a question

    • Configuring pages

      • Deleting pages
    • Basic question settings

      • Placeholder (previously "Key")

      • Question text

      • Description

    • Advanced Settings

      • Visibility

      • Required

      • Prefill the answer

      • Comments

      • Read Only

      • Validation

    • Answer choices and answer values

    • Get answer values from database

      • Get answer option and answer value from same column

      • Get answer option and answer value from different columns

    • Previewing a form

    • Saving a form session

    • Viewing saved form sessions

    • Redirect form after it is submitted

      • Redirecting to a Form Section or Assign Task

      • What happens on redirect?

      • Combining linked forms with conditional paths

    • Form metadata

      • Printing all questions and answers from a form
    • Component Settings

      • Adding prefixes to placeholders

      • Changing format of the formSubmittedDate timestamp

    • Styling

      • Setting a cover image

      • Setting a logo

    • Form Settings

      • Submission message

      • View, edit and resubmit forms after submitting

      • Allow the user to start a new submission after finishing the form

      • Allow user to save their response

      • Auto-save forms

      • Allow user to submit their response

    • Annotations

      • Turn on annotations

      • Annotating a form or task

      • Adding an annotation

      • Editing and deleting comments in a thread

      • Closing and re-opening threads

    • Convert a Form

    • Internal placeholders

  • Task inbox

    • What tasks appear in your inbox

      • Admins

      • Editors

      • End User

    • Opening a task

    • Searching the task inbox

    • Completing or submitting a task

    • Terminate a task

    • Re-submitting a task

      • What happens when I resubmit a task?

      • How to enable tasks to be resubmitted

    • Tracking who has opened and viewed a task

    • Viewing and editing task details

      • Editing the details of a task
    • External tasks

  • Converting forms to tasks

  • Fields and Questions

    • Short Text

    • Long Text

    • Rich Text Editor

      • Pre-set content inside of the editor
    • Number Input

    • Content Block

    • E-signature

    • File preview

    • Radio Button

    • Dropdown

    • Checkbox

    • List

    • Calendar

    • Repeatable section

      • Configuring a question in a section

      • Repeatable section JSON output

    • Table

      • Selecting the output format

      • Perform calculations using table cells

      • Set cells to be required

      • Set cells to be read only

      • Disable cells

      • Setting a default value for a cell

    • Upload file

    • Map

  • Forms library

  • Notes

    • What are notes?

    • What can I do with notes?

      • Map out, diagram and brainstorm before you build

      • Comments, notes, instructions and other documentation

      • Swimlanes

    • Working with notes

      • Create a note

      • Edit a note

      • Move a note around

      • Save a note

      • Changing the background color

      • Changing the size of a note

      • Duplicating a note

      • Deleting a note

    • Writing notes

    • Show/hide notes on the canvas

    • Map a Zap

      • Share a Zap

      • Map a Zap in Workflow86

  • Run your first workflow

    • Open the workflow

    • Publish the workflow

    • Run the workflow

    • Complete the workflow

    • Inspect the workflow session

    • That's it. You've run your first workflow!

  • Edit your first workflow

    • Add a new question to the form

    • Add a new component to the workflow

    • Configure the document editor

    • Configure the email

    • Start your new workflow

    • Check the outputs

    • You have just edited your first workflow!

  • Starting from a blank workflow

  • AI Component Builder

    • Starting a component build

    • Reviewing the AI response

      • Changes will not be saved while AI response preview is loaded

      • Sending another message or instruction

      • Saving the AI component configuration

      • Making additional changes after a component build

  • AI Workflow Editor

    • Start a workflow edit

      • Update existing components

      • Remove existing components

      • Add columns to an existing database

      • Create a new database

      • Change, update or remove connections between components

      • Answering questions from the AI

    • Reviewing the proposed changes from the AI

    • Sending additional messages to the AI

    • Confirm the edit and start applying changes

      • Component build or edit errors
  • Introduction

    • Build and configure a fully-functioning workflow

    • Document processes, brainstorm ideas and breakdown problems

    • Edit or change an existing workflow

    • Configuring any single component

    • Editing any single component

    • Generating new tables and databases

  • AI Workflow Builder

    • Starting a workflow build session

      • Answering questions from the AI
    • Reviewing the proposal

    • Streaming the draft workflow to the canvas

      • Making changes to the draft
    • Confirming the draft and starting the build

      • Tips and best practices
  • AI Component Editor

    • Starting a component edit

    • Reviewing the AI configured edits

      • Changes will not be saved while AI response preview is loaded

      • Sending another message or instruction

      • Saving the AI component configuration

      • Making additional changes after a component build

  • AI Process Mapper

    • Use AI to map a process into notes

    • Use AI to brainstorm solutions

  • User Roles

    • Owner

    • Administrator

    • Editor

    • End User

    • Disabled

  • Changing user roles

  • Disabling a user

  • Inviting users

    • Inviting new users to your organization

    • Assigning invited users a role

    • Fixing invitations that were not successful