How To Create A Simple Workflow

In this article we will make a simple Workflow from scratch. This example Workflow will prompt the Field Staff member to describe the condition of the repair they are on site to deal with as well as their estimate of how many hours it will take to complete. To go with their written description we also want a simple checkbox reminder to take photos of the problem.

1. Head to the Workflows table on the sidebar and select Create New Workflow at the top right.

2. We'll call this Workflow 'Simple Repair Evaluation'. Go ahead and click confirm.
3. The Workflow is created but is empty so let's add a Task with the button shown. For this example we will be creating 3 single tasks.

4. We want the Field Staff member to record a detailed written note of the damage so it would be appropriate to give them a Large Text field to fill in on site. Choose 'Large Text' from the Response Type dropdown and give an appropriate instruction so they know what to do. Select 'Add Item' to complete the task creation.

5. Repeat step 4 a further 2 times:
   1. Create a task with instruction 'Estimate how many hours this repair will take you.' with Response Type as Number.
   2. Create a task with instruction 'Have you recorded photos of the damage?' with Response Type as Simple Checkbox. We will also add an optional explanation to this one which you can add via selecting 'Add More Info'. The explanation reminds the user where to go take the pictures: 'Add photos of the damage in the Photos section and then 'Before'.'
6. The Workflow is now complete and ready to be added into Jobs as much as needed. Select 'Field Preview' to see just how it will look in use.

We have created a simple Workflow that can be used once or repeatedly.