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Launching and Completing a FormFlow

Learn how to launch a new FormFlow instance and complete assigned tasks directly within Qlutch—from both the Templates and Instances pages, all the way through to BaseCamp task completion.

Overview:

Once a FormFlow has been published and marked as Effective, authorized users can launch a new instance and have users complete the steps assigned to them. This ensures your workflows are executed in a timely and traceable way. The launch process is quick, and tasks automatically appear in BaseCamp for assignees to complete.

Step 1: Launch a FormFlow Instance

  • There are two ways to launch a new instance of a FormFlow:
    • From the Templates Page:
      • Navigate to the Templates tab, find the FormFlow card, and click Launch New.
Launch New from Templates Page

    • From the Instances Page:
      • Click Instances on the FormFlow card, then click Launch New from the top of the list view.
Launch New from Instances Page

Step 2: Locate Assigned Tasks in BaseCamp

  • Once a FormFlow instance is launched, assigned users will see their task(s) in BaseCamp.
BaseCamp Action Item PNG

Step 3: Complete Assigned Steps

  • Follow the instructions to complete all required steps.
  • Click submit to advance the FormFlow to the next step or assignee.
Complete Assigned Steps

Quick Tips:

  • Only users designated as Launchers can start a FormFlow.
  • Task visibility is limited to the Step Assignees.
  • Once submitted, the task moves forward automatically to the next step in the flow.