Understand workflow on form activity
Form activity refers to the add, edit or delete record operations in a form. The actions in a workflow are triggered whenever there is an activity on a form. The following are the list of activities that you can perform on a form.
- Created or Edited - Create a new record or edit an existing record in the form
- Created - Create a new record in the form
- Edited - Edit an existing record in the form
- Deleted - Delete an existing record in the form
Let us assume the workflow is to create a new lead in your CRM account when visitor information is added to Creator. In this workflow, adding visitor information is the form activity which in turn triggers the creation of a new lead in CRM. Similarly, you can create workflows by specifying the form activity and add the action to be executed. Actions are grouped into four action types. They are:
You can create workflow and configure the required action. The workflow is triggered, and the set of associated actions are executed whenever there is an activity on the form.