Discover how our newest features can help you further automate task management and elevate your productivity at every step in your workflow.
This 1-hour webinar, hosted by our product marketing specialists, teaches you how to take your Cognito Forms workflows to the next level. You’ll leave this webinar with the knowledge you need to use our new features and build efficient, multi-user workflows that will transform the way you work.
Watch this webinar to:
- Learn how to use our new features to create personalized, more efficient workflows.
- Watch a step-by-step demo showcasing how to set up and implement these features in your organization.
- View a Q&A session with the Cognito Forms team, answering customer questions.
Learning Resources
Each feature discussed in the webinar is listed below. Reference each user guide to help you set up these workflow features in your own organization.
Form View
Form View is a new type of entry view that allows your internal users to create new entries in a specific workflow role right in Cognito Forms. No need to hunt down the public link for a form. You can now easily complete a form and access entries all in one place.
Visit our user guides to learn more about setting up Form Views.
Person Field
Person Field is a new field type representing a single list of people that can be used across multiple forms. These fields function like lookup fields by pulling information from a source form into a Person Field on other forms.
Visit our user guides to learn more about setting up Person Fields.
Workflow Tasks & Shared With Me Views
Shared With Me Views are new entry views that only show entries that have been shared with the user who is logged in. Alongside these entry views being filtered to the current user, this feature also enables you to automatically share individual entries with users – no emails or workflow links required.
Expanding on this idea, Workflow Tasks shows Shared With Me entries as tasks for internal users to see when they log into Cognito Forms. Tasks make it clear for users to see when something needs their attention by displaying an orange notification badge throughout the application.
Visit our user guides to learn more about setting up Workflow Tasks & Shared With Me Views.
Additional Resources
- Watch our Intro to Workflow Tasks video for another example of using these features in an application process.
- Copy the Timesheet and Employee List templates used in the webinar demo.
Need more help getting set up?