Using Automation Rules to trigger sub-processes or send automated notifications.
Using the Form Designer to add HTML controls, mandatory fields, and conditional visibility (fields that appear based on previous answers).
Utilizing the Document Designer to generate automatic PDFs (invoices, contracts) upon approval.
Using rules engine to route tasks based on form data (e.g., route to CEO if amount > $10,000). 3. Data Management and Customization
Workflow Stages - Cflowapps - Cflow Tutorial, Knowledge Base
Transitioning from simple approval steps to complex, automated business processes.
Performing automated calculations directly within the form, such as calculating tax or totaling invoice amounts.