Introduction form helps you to capture the basic information related to the workflow before a perform starts. Setting up the introduction form properly is very essential to ensure your team will have all the necessary information to start working in your process.

Each workflow can have their own introduction form with own set of fields and instruction guides. The fields in your start form represent all the information people will need to provide in order to create a new Perform.

The introduction form can be accessed by all the members allowed to create Performs on your workflow (click here to learn more about workflow permissions).

Enable and Access your Intro form

Enable and access Intro form

Design your Intro Form

Configure the Intro field

Perform start with Intro form

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