Steer by QuickReach Helpdesk

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• Workflow App: Table of Contents

  Some readers

• Overview: Workflow App

  Familiarize yourself with basic steps as well as the different ways on how to create a Workflow App.Very popular

• 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. Very popular

• Create a Form from Scratch

  Get started with creating forms by learning how to start from Scratch and modify and design your own fields.Very popular

• Create a Form Using a Template

  Get started with creating forms by learning how to install Solution Templates. Very popular

• Setting Up A Header and Footer

  Customize your form by learning how to add a header image and footer text on your form.Some readers

• Default and System Form Elements

  Learn more about the basic and advanced tools available in designing your form builder.Very popular

• Text Field and Text Area Elements

  Learn how to configure and set text fields and text area elements on your form using text, number, date, time, and email formats. Some readers

• File Upload and Signature Elements

  Learn how to include attachment and signature fields on your form by configuring File Upload and Signature Elements.Some readers

• 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.Very popular

• 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. Popular

• 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.Some readers

• Scanner and Geolocation Elements

  Learn how to use Scanner and Geolocation Elements in your forms.Some readers

• 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.Popular

• Cascading Element

  Learn how to apply Cascading form fields that display specific items based on your previous form entries.Some readers

• NFC and Color Picker Elements

  Learn how to use NFC and Color Picker and make your forms more dynamic.Some readers

• Condition

  Learn about Conditions and how to set up rules for conditional form felds that only appear when certain parameters in your form are satisfied.Popular

• Validation

  Learn how to set up validation fields that allow you to specify data inputs on your chosen field.Popular

• Global Search

  Learn how to set up Global Search fields that can call data from existing datasets or records into your current form.Some readers

• Grids

  Learn about the three different ways that you can create tables or grids on your forms.Some readers

• Table / Data Grid

  Learn how to insert and design a table or data grid where users can also add their entries.Some readers

• 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.Popular

• Creating Subtotals in the Data Grid

  Learn how to create Subtotal fields in your form's data grid.Few readers

• Configuring Totals and Subtotals in Reference Grids

  Learn how to add the Totals and Subtotals fields in your form that contains a reference grid.Few readers

• Process Table

  Learn how to insert a table that calls data from other Workflow apps using the Process Table.Popular

• Workflow App: Process Flow

  Learn how to design the steps and assign actions to Actors in your workflow using the Process Flow designer.Very popular

• Setting Up SLA

  Learn how to set up and integrate SLAs in your workflow. Some readers

• 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/wPopular

• 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.Very popular

• Configuring Parallel Assignment

  Learn how to add multiple approvers in a specific process step using Parallel Assignment.Few readers

• Viewing Workflow Details

  Familiarize yourself and know the basic steps on how to navigate the Steer interface and view the Workflow details.Some readers

• Show Workflow Details

  Learn how to show the details and process steps of an existing workflow. Some readers

• Export Workflow Details

  Learn how to export an existing Workflow's details and view the details in the exported Excel files.Few readers

• Save as New Workflow

  Learn how to duplicate your existing workflow via the Save as New Workflow option.Some readers

• Edit Workflow Access Settings

  Learn how to edit the User Access Settings of an existing Workflow.Popular