How to Create a Workflow

All organizations have processes that require workflows to ensure organizational efficiency without requiring special expertise, expensive software or custom coding to create a workflow. Creating a new workflow with Assess.one is easy and straightforward enabling you to create and publish a workflow in minutes. With the platform's drag-and-drop workflow builder, you can create a new workflow without writing a single line of code. In this post, we'll walk you through the simple steps of creating a new workflow using Assess.one.

Step 1: Sign up for Assess.one

If you haven't signed up for Assess.one, you'll need to create an account to get started. You can sign up for a 30-day free trial to explore the platform's features.

Step 2: Create a new workflow

Once you're logged in, click on the "Flows" button on the left hand menu followed by the"+ Flow". On the Create a new flow page you will have the following primary options:

1. Blank Flow - To start a new flow from scratch
2. Starter Flow - This is our standard "Getting Started" template with example form field, buttons, stages and actions
3. Explore flow templates - these are workflows that have been created by the assess.one team

The starter flow and flow templates enable you get get started quickly and they provide excellent context of how workflows are build in assess.one. Creating a blank flow is flow very easy so for the purpose of this document, we will select "Blank Flow" which will provide us with a completely new workflow.

Step 3: Add form components

Drag and drop the form components you need for your workflow onto the canvas. Assess.one offers a wide range of form components, including text fields, checkboxes, radio buttons, dropdowns, and more. You can customize each component by adding labels, hints, and default values.

Step 4: Add buttons with actions

Next, add buttons with actions to your workflow. Buttons can trigger actions such as submitting the form, sending an email, or updating a database. You can customize the actions and the buttons' appearance to match your workflow's needs.

Step 5: Add workflow templates

Assess.one offers a library of workflow templates that you can use to jumpstart your workflow. These templates are designed to solve common business problems and can save you time and effort.

Step 6: Set workflow access control

You can set workflow access control to define who can view, edit, or approve workflows. This is especially important if your workflow involves sensitive data or requires approval from specific team members.

Step 7: Publish your workflow

Once you've created your workflow, you can publish it to make it available to your team. You can also test your workflow to make sure it works as expected.

In conclusion, creating a new workflow with Assess.one is easy and can be done without any coding skills. With Assess.one's drag-and-drop workflow builder, you can create custom workflows that fit your business needs in minutes. Sign up for a free trial today and start building workflows that streamline your business processes. And if you do get stuck - contact us and we will be happy to help.

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