A form can start an active workflow after a successful submission. This is useful for guest follow-up, registration reminders, volunteer interest, prayer requests, and other repeatable processes.
Prepare the workflow
- Create or open the workflow you want to use.
- Confirm its trigger type is Form Submission.
- Review its steps and make the workflow Active.
Connect the workflow
- Go to Forms and open the form.
- Scroll to Submission Settings.
- Under Submission Workflow, select the active workflow.
- Select Save.
Test the connection
Submit the public form using a test person, then confirm that the person appears in the workflow. Only successful submissions should begin the selected workflow.
To stop automatic enrollment, return to the form and choose No workflow.