Tips, Tricks & Best Practices

AurelieCornu
Membro

Workflow with multiple forms

resolver

I'm a new user but in my previous experience wiht other tool, I was able (within a workflow) to add multiple forms as a trigger. 

If form submission = Form 1 + form 2 + form 3... then do something...

It looks like i can only add 1 at the time????? 

Thanks

0 Avaliação positiva
2 Solução aceitas
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

Workflow with multiple forms

resolver

Hi @AurelieCornu

 

Each form submission rule in a workflow enrollment criteria can only contain one specific form (or all forms) at a time, but you can use and/or to create additional form submission rules allowing you to build your desired scenario. 

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

Exibir solução no post original

KatieSchieder
Solução
Colaborador(a) | Parceiro
Colaborador(a) | Parceiro

Workflow with multiple forms

resolver

On the original trigger you will section Form as your trigger (see image below) Trigger Form.PNG

then you will just click And (see image below) to add more forms until you have all of them that you want

Trigger AND.PNG

Exibir solução no post original

0 Avaliação positiva
2 Respostas 2
KatieSchieder
Solução
Colaborador(a) | Parceiro
Colaborador(a) | Parceiro

Workflow with multiple forms

resolver

On the original trigger you will section Form as your trigger (see image below) Trigger Form.PNG

then you will just click And (see image below) to add more forms until you have all of them that you want

Trigger AND.PNG

0 Avaliação positiva
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

Workflow with multiple forms

resolver

Hi @AurelieCornu

 

Each form submission rule in a workflow enrollment criteria can only contain one specific form (or all forms) at a time, but you can use and/or to create additional form submission rules allowing you to build your desired scenario. 

 

Hope that helps.

Phil Vallender | HubSpot Website Agency