Workflow Details - Step 2: Configure Steps - Select Survey Tab

Navigating to Select Survey for a Workflow
  • Expand Settings and click Workflow Management from the menu.

    Workflow_Management_-_00.png

  • Click the name of the workflow.

    CHR_-_Workflow_-_Edit_Create_-_01.png

  • Click the Configure Steps tab. 

    CHR_-_Workflow_-_Configure_Steps_Tab_-_02.png

  • Click the step name if you are editing. Otherwise, use the Actions drop-down menu and click Add to add a step.

    CHR_-_Workflow_-_Configure_Steps_-_Edit_Add_-_00.png

  • Click the Select Survey tab. If you are unable to click the tab, then you must first configure the "Configure Step" tab. For more information, you can refer to the following article

    CHR_-_Workflow_-_Configure_Steps_-_Tabs_-_04.png

Configure_Steps_-_05.png

Select a survey that should be completed if necessary, then click Save. For more information about creating a survey, refer to the following article.

Was this article helpful?
0 out of 1 found this helpful