Webforms - Workflows



  • Oliver Wray

    @Hannah If you set it up in the app with a category field instead, it will be possible to select in the webform.
    Great Idea about the contact field tho - keep the feedback coming :)

    //Oliver - Podio

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  • Hannah Durrant

    Hi Oliver, great thanks - I've managed to get the list of line managers into the webform now.

    When I go to set up a workflow to set a task for the relevant line manager, I can't select that field as an option under 'Assign to'. Any advice?

    Kind regards,


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  • Jacquelyn May

    Hi Hannah,

    There wouldn't be a way to use a category field as a variable in a task assignee field. What you would do is create several workflows - one to trigger for each manager. You would need to use the advanced workflow tool for that type of trigger:


    It would say, each time an item is created in the app, and the category is [manager name], then assign a task to that manager.

    Does that make sense?

    /Jacquelyn - Podio

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