titles
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Database Page
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Introduction
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Edit Records
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Edit Columns
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Add Record
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Add new column
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Import records
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Importing lists from a spreadsheet
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Importing dates from a spreadsheet
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Filter
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Delete records
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Delete columns
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Delete database
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Introduction
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What is a database?
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Database column data types
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Text
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Number
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Boolean
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Datetime
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List
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Interacting with databases
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Manually interacting with a database
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Interacting with a database via workflows
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Creating a new database
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Database configuration modes
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New empty database
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New database based on workflow
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New database with imported data
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Welcome to Workflow86
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What is Workflow86?
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First time using Workflow86?
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How do I use this component?
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Further support
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Terminology
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Workflow
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Component
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Connection
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Session
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Placeholder
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Other useful terms
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Subscription and Billing
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Free Trial
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Subscribing to a paid plan for the first time
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Set monthly or yearly billing
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Set number of Administrator/Editors and End Users
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Set the base plan level
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Changing your subscription and/or changing the number of licenses
- Only Administrator users can change subscriptions or billing
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Changing your number of licenses/seats
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You cannot have less than 2 Admins and 10 End Users
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Increasing your number of user seats
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Decreasing your number of user seats
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Changing your plan tier
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Upgrade your plan
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Downgrade your plan
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Cancel a downgrade before it is applied
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You may need to change your number of licenses/seats before switching plans
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Changing your billing frequency (monthly/annual)
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Confirming your change and purchase
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Changes to your licenses or plans will update pricing
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Change your billing details
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Setting timezone
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Setting the organization time zone
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Setting the user time zone
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Your user account
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First name and Surname
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Display name
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Username
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Organization/account
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Role
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Email
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Chaning your account password
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Timezone
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Recover your password
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Recovering your password
- I did not receive a code
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Organization Settings
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Organization details
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Change your organization name
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Change your organization timezone
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Remove Workflow86 branding
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Change your subscription or billing
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Usage monitoring
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Sign up/sign in with Google
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Create a Workflow86 account using Google
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Signing into Workflow86 with Google
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Secrets
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Creating a new secret value
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Setting permissions for a secret value
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Updating a secret value
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Deleting a secret
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Credentials
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Storing credentials for apps
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Storing OAuth credentials
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Introduction
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What is a workflow?
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Creating a new workflow
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Change workflow icon
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Deleting a workflow
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Workflow versioning
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Draft version
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Published version
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New draft version
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Switching between draft and published version views
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Restoring a previous version
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Form session to Workflow versioning
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Sending emails via SMTP
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Office 365
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Disable Security defaults
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Enable Authenticated SMTP
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Troubleshooting
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Gmail
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Enable 2-Step Verification
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Generate an app password
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Outlook
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Error handling
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Import a workflow template
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Internal placeholders
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Reference question answers in another question
- Inserting internal placeholders
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Testing a workflow
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How to test a workflow
- Test from any component
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Setting placeholder values for a test
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Set test values manually
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Use placeholder values from an existing session in a test run
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Testing from the Form or Upload Spreadsheet
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Viewing the test results
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How does the Assign Task work in a test session?
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Saving a workflow
- Save as version
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Deleting a workflow
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Unpublishing a workflow
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Publishing a workflow
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Check your access settings after publishing
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Add a comment
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How does publishing affect the versioning?
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Workflow folders
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Creating a folder
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Moving a workflow into a folder
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Moving multiple workflows into a folder
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Deleting a folder
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Subfolders
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Sharing a workflow
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๐ Share publicly
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๐ Share privately
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๐ Share via link
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Generating share link
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Allow download
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What gets shared
- Connected databases
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Updating a shared workflow
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Unshare a workflow
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Running a workflow
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Switching to the Production canvas
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The Production canvas
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Starting a workflow from a non-trigger
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Manually setting the input values
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Importing the input values from a previous session
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Starting the workflow
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Running the draft version of a workflow (testing)
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Access to a workflow
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What is a user-facing component?
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Allow anyone to run the component
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Restrict a component to users only
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Example
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Can I control who can view/edit a workflow?
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Placeholders
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What is a placeholder?
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Inserting placeholders
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Types of placeholders
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Text
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Number
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List
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Datetime
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HTML
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Broken placeholders
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Placeholders
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What is a placeholder?
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Inserting placeholders
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Types of placeholders
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Text
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Number
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List
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Datetime
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HTML
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Overwriting placeholders
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Broken placeholders
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Find and replace placeholders
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Find and rename a placeholder
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Find and replace broken placeholders
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File Library
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Getting the link to a file
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Downloading a single file
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Downloading multiple files at once
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Deleting multiple files
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Manually uploading a file to store in the file library
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Credential store
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Email Credential (SMTP)
- ๐ฉ Additional set up steps for using SMTP
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Variable
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Changing a credential
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Delete a credential
- How secure is the credentials store?
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Connections
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What is a connection?
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How connections work
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How do I connect components together?
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Deleting a connection
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Is there a limit on the number of connections?
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Branching connections
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Merging connections
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Terminating a session
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Terminating an action
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Terminating an entire session
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Session runs
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What is a session?
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Viewing the sessions for a workflow
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Searching for a session
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Opening the progress view of a session
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Notification Emails
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Component status
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Success
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Waiting
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In Progress
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Terminated
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Error
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Find form sessions that have not been submitted
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Re-run, re-submit and retry a workflow
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Migrate data and run on the latest version (migration run)
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When should I perform a migration run?
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What happens when I perform a migration run?
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How to re-run a session in latest production version
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Re-run a component
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What happens when I re-run a workflow session?
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How to re-run a component
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Retry a failed component
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Re-submitting a task
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Electronic Record and Signature Disclosure
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Electronic Record and Signature Disclosure
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Getting paper copies
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Withdrawing your consent
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Consequences of changing your mind
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All notices and disclosures will be sent to you electronically
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How to contact Requesting Party:
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To advise Requesting Party of your new email address
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To request paper copies from Requesting Party
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To withdraw your consent with Requesting Party
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Acknowledging your access and consent to receive and sign documents electronically
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By clicking the "AGREE" button, you confirm that:
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Troubleshooting
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Error page when form is loaded
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Blank screen when form is loaded
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Data unable to be loaded
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My placeholders are not showing up
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Check the logs
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Check the access controls
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Check your subscription
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Share a problematic workflow with us
- Send us the template link
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How to open the developer console
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Chrome
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Edge
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Firefox
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Safari
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Contact us
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๐ฃ Live chat (Recommended)
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๐จ Email us
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๐ฌ Send us a feature request
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Sequential Form
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Run code
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Technical details
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Step 1: Setting input variables
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Step 2: Write your code and map the outputs
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Step 3: Setting the placeholders to export
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Step 4: Perform a test run
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Debugging errors in your code
- Python
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AssertionError
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AttributeError
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FloatingPointError
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ImportError
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IndentationError
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IndexError
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KeyError
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MemoryError
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NameError
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OverflowError
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SyntaxError
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ZeroDivisionError
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Node.js
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Instructions for AI
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Email
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Send from email address
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Default email
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Sending emails from your own email service
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To
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Bcc and Cc
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Reply-to
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Subject line
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Attaching Files
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Message body
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Calculator
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Basic calculation
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Function
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Datetime calculations
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Adjusting decimal places
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Document Editor
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Selecting a document generation mode
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Generate documents using built-in text editor
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Generate documents by uploading a .docx template
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Generate documents via a placeholder
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Output file type
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Generate a .docx or PDF
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Where can I find the generated document?
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Assign Task
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What is a task?
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My Tasks page
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Notification method
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Notify via email
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Notify via task inbox
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Assigning the task
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What happens when a task is assigned?
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Assign to users
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Assign to external users via email
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Cc'ing others into task emails
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Setting a reply-to email
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Selecting a custom email address to send messages
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Setting the task details
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Task title and description
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Customizing the task status
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Send reminder emails
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Building the task page
- Using placeholders in the page
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Internal placeholders
- Exposing the page metadata
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Tracking your tasks on the My Tasks page
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Viewing the task details
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Editing task details
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Who can view what tasks?
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Terminate a task
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Terminate all tasks in a session
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Terminate an individual task
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Convert an Assign Task
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Completing or submitting a task
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Re-submitting a task
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What happens when I resubmit a task?
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How to enable tasks to be resubmitted
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External tasks
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Branch Paths
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Adding Conditional Paths to a Branch Paths
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Configure the Conditional Path
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List Transform
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Count a specific value
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Count if a condition is met
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Count length
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Filter based on a conditional
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Find and replace
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Join
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Remove empty values
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Remove duplicate values
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Extract by order
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Rearrange
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Randomly select
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Convert list to text
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Conditional Path
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Conditional Path must be paired with a Branch Paths
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Configuring the conditional path statement
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Send Slack Message
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How to set up the Send Slack message component
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1. Getting a Webhook URL from Slack
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2. Enable Incoming Webhooks
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3. Create an Incoming Webhooks
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4. Setting up the Slack message component
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Tagging a user in a Slack message
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Schedule Start
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Start workflow at a certain date and time
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Start workflow at a time and day of the week
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Start workflow at a certain interval of time
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API Export
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API Export options
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API Export body
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Adding headers
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Advanced Run Code
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Content Library
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Adding a knowledge block
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Bulk uploading content into knowledge blocks
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Parse JSON
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Set the placeholder
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Copy and paste a sample to map
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Select the placeholders required
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Introduction
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What is a component?
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Editing, duplicating and deleting components
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Edit component
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Saving changes to a component
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Discard unsaved changes
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Duplicating a single component
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Duplicating multiple components
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Deleting a component
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Saving a component
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Component terminology
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Input node
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Output node
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Types of components
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Trigger components
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Action components
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Run Concurrent Threads
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What is a ๐งต thread?
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Example use case
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Setting up the Run Concurrent Threads
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Output from the Run Concurrent Threads
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Limitations
- You cannot merge two Run Concurrent Threads components
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Conditional Workflow Paths
- Creating and setting up workflow paths
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Session Variables
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Adding a new session variable
- Specify the data type
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Duplicating a session variable
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Deleting a session variable
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Webhook Import
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What is a webhook?
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Select a method
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Send a sample to the Sample Endpoint URL
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Sample received
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Set placeholders
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Set the Production Endpoint URL
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Generating and setting the token
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How to set the token
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Finish
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Form Section
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Redirecting to a Form Section
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What happens when a form is redirected?
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Converting a Form Section
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Internal placeholders
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Trigger via email
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How it works
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Workflow must be published to trigger via email
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Incoming emails must be 10MB or less
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Emails may not trigger a workflow if detected as spam or junk
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Emails are deleted after 24 hours
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Merge Workflow
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Merging examples
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Merging to avoid duplication of tasks
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Merging to allow multiple triggers
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Merge if any component is run
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Merge if a combination of components is run
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Trigger a Zap
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๐ฌ How to Trigger a Zap
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Set up Workflow trigger in Zapier
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Get component ID and token
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Set up data to send to Zapier
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Troubleshooting
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Conditional Logic
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Functions
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Adding a condition
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Adding an ELSE IF statement
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ELSE statement
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Configuring the output type
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Duplicating an entire logic block
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Duplicating a statement
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Form Builder
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Configuring questions
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Inserting a question
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Editing a question
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Deleting a question
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Duplicating a question
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Configuring pages
- Deleting pages
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Basic question settings
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Placeholder (previously "Key")
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Question text
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Description
-
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Advanced Settings
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Visibility
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Required
-
Prefill the answer
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Comments
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Read Only
-
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Answer choices and answer values
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Get answer values from database
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Get answer option and answer value from same column
-
Get answer option and answer value from different columns
-
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Previewing a form
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Saving a form session
-
Viewing saved form sessions
-
Redirect form after it is submitted
-
Redirecting to a Form Section or Assign Task
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What happens on redirect?
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Combining linked forms with conditional paths
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Form metadata
- Printing all questions and answers from a form
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Component Settings
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Adding prefixes to placeholders
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Changing format of the formSubmittedDate timestamp
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Styling
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Setting a cover image
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Setting a logo
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Form Settings
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Submission message
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View, edit and resubmit forms after submitting
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Allow the user to start a new submission after finishing the form
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Allow user to save their response
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Auto-save forms
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Allow user to submit their response
-
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Annotations
-
Turn on annotations
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Annotating a form or task
-
Adding an annotation
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Editing and deleting comments in a thread
-
Closing and re-opening threads
-
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Convert a Form
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Internal placeholders
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AI Assistant
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Models
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Job description
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Context
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Image inputs
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Setting the output
-
Explanation
-
Setting outputs
-
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Update Database Record
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Configuring records to be updated
-
Updating multiple records at once
-
What happens if there is an error?
-
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E-signature
-
How to set up the e-signature
-
E-signature placeholders
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E-signature metadata
-
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How to print the e-signature in a document
-
Electronic Record and Signature Disclosure
-
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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
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Step 5 Map placeholders
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Step 6 Set the Production Endpoint URL
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Step 7 Skip test action in Zapier
-
Step 8 Set up completed
-
What if I want to change the data from Zapier to Workflow86?
-
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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
-
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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
-
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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
-
-
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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?
-
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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
-
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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
-
Create a new workflow
-
I want to document a workflow
-
I'll build on my own
-
Help me build a workflow step-by-step
-
Chat to a process engineer
-
-
Learning about how each component works
-
Import interactive guides from the marketplace
-
-
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
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Sending another message or instruction
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Saving the AI component configuration
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Making additional changes after a component build
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AI Process Mapper
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Use AI to map a process into notes
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Use AI to brainstorm solutions
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User Roles
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Owner
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Administrator
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Editor
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End User
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Disabled
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Changing user roles
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Disabling a user
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Inviting users
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Inviting new users to your organization
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Assigning invited users a role
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Fixing invitations that were not successful
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