Steer by QuickReach Helpdesk
Go to website
Articles on how to create your first workflow app from designing a form all the way to assigning user app access
Workflow App: Table of Contents
Overview: Workflow App
Familiarize yourself with basic steps as well as the different ways on how to create a Workflow App.
Workflow App: Form Builder
Get started with creating your first Workflow App by learning about the Form Builder, its interface, and how to set fields on your form.
Create a Form from Scratch
Get started with creating forms by learning how to start from Scratch and modify and design your own fields.
Create a Form Using a Template
Get started with creating forms by learning how to install Solution Templates.
Setting Up A Header and Footer
Customize your form by learning how to add a header image and footer text on your form.
Default and System Form Elements
Learn more about the basic and advanced tools available in designing your form builder.
Text Field and Text Area Elements
Learn how to configure and set text fields and text area elements on your form.
File Upload and Signature Elements
Learn how to include attachment and signature fields on your form by configuring File Upload and Signature Elements.
Dropdown, Radio Button and Checkbox Elements
Learn how to add dropdown lists and add multiple selections on your forms with Dropdown, Radio Button, and Checkbox Elements in your forms.
Configuring the Formula Builder Using Label, Dropdown and Radio Button Elements
Make your forms capable of performing calculations using the Formula Builder with Label, Dropdown, and Radio Button Elements.
Configuring the Formula Builder Using Label and Text Field Elements
Make your forms more advanced by learning to set up the Formula Builder with Label and Text Field Elements.
Scanner and Geolocation Elements
Learn how to use Scanner and Geolocation Elements in your forms.
Configuring Search and Filter Element
Learn how to create a field that searches and filers data from an existing record or database using Search and Filter Element.
Learn how to apply Cascading form fields that display specific items based on your previous form entries.
NFC and Color Picker Elements
Learn how to use NFC and Color Picker and make your forms more dynamic.
Configuring a Condition
Learn how to set up rules for conditional forms that only appear when certain parameters in your form are satisfied.
Configuring a Validation
Learn how to set up validation fields that allow you to specify data inputs on your chosen field.
Setting Up A Global Search
Learn how to set up Global Search fields that can call data from existing datasets or records into your current form.
Learn about the three different ways that you can create tables or grids on your forms.
Table / Data Grid
Learn how to insert and design a table or data grid where users can also add their entries.
Reference Table / Lookup Grid
Learn how to insert tables that call specific information from your existing records and datasets by using Reference Table or Lookup Grids on your form.
Learn how to insert a table that calls data from other Workflow apps using the Process Table.
Workflow App: Process Flow
Learn how to design the steps and assign actions to Actors in your workflow using the Process Flow designer.
Setting Up SLA
Learn how to set up and integrate SLAs in your workflow.
Configuring A Work Scheduler
Learn how to set up a scheduler for any workflow that requires booking, such as service requests, job scheduling, or leave management.
Configuring the Task List App for Work Scheduler
The Task List App is a requirement in order to configure a Work Scheduler. To get things started, let us first create a record and name it as the Task List App. In the Form Builder, add two columns and then drag and drop Text Field elements into each column
Configuring On the Fly Assignment
On the Fly assignment lets you assign a case specifically to a user in the next lane. From the process flow, you can select from any of the process lanes where you want to enable the on the fly assignment, and the user/s assigned on the prior lane from where you enabled the on the fly assignment, will be the ones to select whom they want to assign the case to next. After [building the form,](https://qrcustomersuccess.crisp.help/en/article/w
Workflow App: User Settings
After designing your workflow and saving your Process Flow, learn how to set more rigorous controls by providing or restricting access to parts of your form to certain users.
Viewing Workflow Details
Familiarize yourself and know the basic steps on how to navigate the Steer interface and view the Workflow details.
Show Workflow Details
Learn how to show the details and process steps of an existing workflow.
Export Workflow Details
Learn how to export an existing Workflow's details and view the details in the exported Excel files.
Save as New Workflow
Learn how to duplicate your existing workflow via the Save as New Workflow option.
Edit Access Settings
Learn how to edit the User Access Settings of an existing Workflow.