Step-by-Step Guide to Create and Configure Workflows in BuildPass
Step 1: Access Workflows
Open BuildPass and click on "Workflows".
Step 2: Configure and Create the Workflow
Click on "Configure workflows".
Click on "New workflow".
Step 3: Name Your Workflow and specify a project
Give your workflow a name
Open the project selector and select a project if you want to make this a project-specific workflow
Step 4: Set Trigger Resource
Select the resource you would like to use as your trigger.
Choose either "Forms" or "Site Log".
Step 5: Associate Forms
Choose the form you want it to be associated with.
Step 6: Define Trigger Conditions
Choose your trigger conditions.
Select from the available options.
Step 7: Create Workflow
Click on "Create Workflow".
Choose the plus icon (+).
Step 8: Configure Notifications
Choose between sending an email or a notification.
Select your recipients.
Step 9: Assign Task
Choose your assignee.
Select "Done" when ready.
Step 10: Custom Message
Enter a custom message that will be sent to the assignee.
Step 11: Activate and Save Workflow
Activate the workflow.
Save your workflow.