Build a workflow chain

When workflows help

Use a workflow when one form completion should trigger more forms, and those next forms depend on the answers given. The classic example is an on-site injury: the First Aid form completes, the Incident Report is required, and depending on whether the worker was admitted to hospital, a Ministry of Labour report is or isn't required.

Create a workflow

Workflow Station in the side nav → Create Workflow. Name it. Pick the trigger form. Add steps in order. For each step, pick the next form to fire. To branch, add conditions on a named field's value from a previous form ("If 'Was the worker admitted?' equals 'Yes' on the Incident Report, fire the MoL form").

Schedules and reminders

The same screen has Create Schedule for time-based work: monthly site inspection, biweekly time card, hourly equipment check. The system fires the assignment, reminds the assignee, and marks anything missed as Overdue on the Due and Overdue panel.

Flag and assign

Inside any inspection form, any failed item can be Flagged. Flagging assigns a corrective action to a specific worker with an attached photo. The parent form is signed and closed; the corrective action lives on with its own lifecycle (open → assigned → in progress → completed → signed off) in Corrective Actions.