Tips, Tricks & Best Practices

AurelieCornu
Member

Workflow with multiple forms

SOLVE

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 Upvotes
2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Workflow with multiple forms

SOLVE

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 | Inbound marketing for B2B technology companies

View solution in original post

KatieSchieder
Solution
Contributor | Partner
Contributor | Partner

Workflow with multiple forms

SOLVE

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

View solution in original post

0 Upvotes
2 Replies 2
KatieSchieder
Solution
Contributor | Partner
Contributor | Partner

Workflow with multiple forms

SOLVE

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 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Workflow with multiple forms

SOLVE

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 | Inbound marketing for B2B technology companies