Create a new webform

You can create webforms to generate new orders that are automatically assigned to a workflow and an assignee.

Create a new webform

1. Click Webforms.
2. Click Create new form.
3. Enter a descriptive name for the webform in the Webform name field.
4. Select an existing workflow from the Workflow dropdown. You can click Edit workflows to manage them.
5. Select a user from the Default assignee dropdown to automatically assign orders generated by this webform.
6. Click Submit to create the webform.

The new webform appears in your Webforms list.

Share your webform

Once created, you can find the public URL for your webform in the webform's settings. This URL follows the format /webforms/:webformId/fill, where :webformId is the unique identifier for your webform. Share this link with your customers or partners to allow them to fill out the webform, which will guide them through the dedicated order creation process.

Related articles

• Set up a workflow
• Add steps to a workflow
• Set up a webform partnership

Need help? Contact Installer.com support.