Workflows: Multi-Select for Forms and Surveys

In this article, you will learn how to use the new multi-select functionality for forms and surveys in workflows. This update allows you to streamline your automation processes by consolidating multiple triggers into a single workflow.

Step-by-Step Guide

Navigating to Workflows

1. Navigate to Tools & Reporting > Automations section from the left sidebar.
2. Click on "Workflows" at the top.
3. Select "Create a new workflow" or choose an existing one to edit.

Adding Multiple Forms

1. Click "Add New Trigger."
2. Type "Form Submitted" in the search bar.
3. Add filters and select multiple forms by checking the boxes next to the desired forms.
4. Click "Save Trigger."

Adding Multiple Surveys

1. Click "Add New Trigger."
2. Type "Survey Submitted" in the search bar.
3. Add filters and select the desired surveys. You can choose specific conditions such as "disqualified" or "survey is."
4. Click "Save Trigger."

Summary of Key Points

• Multi-Select Forms and Surveys: Simplifies your workflow setup by allowing multiple selections within a single trigger.
• Efficient Automation: Streamline your workflow with fewer triggers and more precise actions.