Building Workflows

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A workflow is a series of elements that work together to perform a task. They can be used to automate just about anything in Qrvey, adding power and flexibility to your applications. In this article, we'll discuss the three main components of a workflow as well as how to create one.

Workflow Components

Workflows consist of three basic elements:

Triggers / Schedules - an event that begins a flow.

Actions - the work that gets done when the trigger is initiated.

Conditions - filters that can either include or exclude actions from happening.

For example, you may have a simple workflow that says when a new response is received (trigger) send me an alert email (action). Or you may choose to send a follow-up survey (action) when a for response is received (trigger) but only if the respondent is from the U.S. (condition). These are just two basic examples of workflows in action. There are hundreds of possible use cases and workflows that you are able to create.


Creating a Workflow

To create a workflow, first, click on the application you'd like to use, or create a new one.

Next, chose Workflows from the left-hand menu. 

Then click the Create Workflow button 

Give your new workflow a name and description, then click Create

You'll now be placed in the workflow design area, where you can begin to build your workflow. The workflow designer consists of a blank canvas on the left, and a tray with all of the elements you'll need on the right. Start by clicking on a trigger and dragging it onto your canvas. Components will automatically from from top to bottom on the page. Below your trigger, you can add conditions and actions.

To learn more about triggers, conditions and actions visit our corresponding articles for each element.

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