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  1. Virtus Flow
  2. Workflows

Workflows

Automate your first process in few minutes including approval steps and conditions. Learn everything you need to know to become a Virtus Flow Guru!

Overview

  • How to create your first Workflow in just a few minutes
  • How to Create a Workflow with DocuSign
  • How to Test Your DocuSign Workflow

Form Setup

  • Overview: Customize Form and Workflow Options
  • Customize Form Headers
  • How to create a custom Form
  • Connect Questions and Sections

Form Customization Fields and Options

  • How to use the Form type to create custom fields
  • Simple Approval Steps and Scripts
  • Add Actions
  • Role-based Distribution
  • Child Workflow
  • Create forms with repeatable sections

Form Features

  • Value Type features and details

Workflow Setup

  • Running Workflows from Inside Custom Tables
  • Connecting Workflow Steps

Creating and Using DOCX Files

  • How to create a DOCX with placeholders
  • How to generate WORD DOCX documents automatically

Rules, Logic and Conditions

  • How to manage Conditional Fields

Advanced Workflows with Data Objects

  • Data Object with Multi-value fields
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