Creating a Workflow

Depending on the complexity and rigidity of your process, you might want to use form templates by themselves or you might want to use workflows. You can create different workflows for different processes so that each one exactly follows what the real world process is.

To create a workflow, follow the steps below:

https://tessalink.zendesk.com/hc/en-us/articles/360040971714-TESSALink-Web-How-to-Create-a-Workflow-Template