Design the Workflow and Publish

In the Workflow Designer page, click on the step block and specify a name in the Step Property window. Observe a dotted outline appear on the step block when you select it.

In the Step Properties, select the webform for which the workflow action must apply, set the rules and actions to complete the workflow, Save and Publish.

The constructed workflow displays in the list view.

Related Tasks

Auto Complete Fields for Form Submission

Create a Master Module at Tenant Level

Create a Form at Tenant Level to Auto Complete Fields 

Design the Form with Custom Fields

Create a Custom Module Record

Define the Controlling Records and Visibility in Reference Table

Create a Form within the Custom Module

Design Form to Set Controlling Records for Selection and Data Prefill

Setup Workflow for the Custom Form

Import Master and Custom Modules

Place Master and Custom Module within Menus

Import Custom Module into Project

Provide Group and Workflow Permission for Custom Module within a Project

Add Records to Auto-Complete Fields

Auto Complete Form Fields