Approval forms and workflows
Using Yeeflow form designer and workflow designer to set up and automate your internal business process.
50 articles
- Understand approval formYeeflow approval forms streamline workflows like requests, automating processes with a no-code, drag-and-drop interface.
- Create a new approval formCreate Yeeflow approval forms by adding a new component to an app, customizing it for processes.
- Edit Approval form SettingsEdit Yeeflow approval forms to update names, descriptions, permissions, and more, or duplicate for efficiency.
- Create Approval Forms and Workflows with AI BuilderUse AI to quickly create an approval form by describing your requirements. AI automatically generates the form structure, fields, and approval workflow to help you build approval processes faster.
- Overview of the approval form designerDesign, customize approval forms with Yeeflow's tool, featuring navigation, settings, controls for workflow efficiency.
- Design the submission formDesigning Yeeflow submission forms involves customizing layout, adding controls, and setting form fields to collect user data efficiently.
- Understand task formsTask forms facilitate stakeholder engagement in approval workflows, allowing for customized response collection and task assignments.
- Design task formsCustomize Yeeflow task forms for approval workflows with controls and actions, starting from existing templates or from scratch.
- Design print pageCustomize Yeeflow print pages with layout and control options for form outputs, using templates or starting anew.
- Using Components in the Form DesignerDesign smarter with reusable form components in Yeeflow—customize once, use across multiple applications.
- Overview of the workflow designerWorkflow designer automates tasks with a drag-and-drop interface, including triggers, actions, and flow connectors to streamline processes.
- Start ActionYeeflow's "Start Action" initiates workflows, enabling submission configurations and email notifications.
- Assignment Task ActionYeeflow's Assignment Task Action facilitates task assignment with customizable notifications, due dates, and assignee options.
- Add assignee with Assignee EditorEfficiently manage task assignments in Yeeflow using the Assignee Editor, with tips for role-based workflows and individual user selection.
- Claim Task ActionYeeflow's Claim Task Action lets users voluntarily claim tasks from a group pool, enhancing task distribution and flexibility.
- Send Email ActionYeeflow's Send Email Action customizes emails in workflows with dynamic content for various scenarios.
- Set Variable ActionYeeflow's Set Variable Action configures workflow variables with static or dynamic values for customized process flows.
- Set Data List ActionYeeflow's Set Data List Action modifies records in data lists within workflows, streamlining data management.
- Document Recognition ActionLearn how to configure Yeeflow’s Document Recognition action to extract data from PDFs, images, and forms using Azure AI.
- Inclusive Gateway ActionInclusive Gateway directs workflow to multiple paths, awaiting all inputs before proceeding, allowing conditional or parallel flows.
- Query Data ActionLearn how to use the Query Data action in Yeeflow to get data from a data source, such as a data list, data report, form report etc.
- Start workflow ActionInitiate seamless workflow transitions with Yeeflow's Start Workflow action, enabling dynamic process integration and automation.
- Delay ActionYeeflow’s Delay action allows workflows to pause execution for a specified period of time, until a specific date, or until a defined condition is met—making it ideal for scheduling follow-ups…
- End with Rejection ActionUtilize the End with Rejection workflow action to return the approval request to the requester for modification and resubmission.
- End ActionYeeflow's "End Action" concludes workflows, offering email notifications to mark completion with customizable content.
- HTTP Request ActionYeeflow's HTTP Request Action integrates with external systems, allowing customizable web requests and handling responses for workflow use.
- Adobe Sign actionYeeflow's Adobe Sign Action integrates e-signature requests into workflows, allowing document signing with configurable recipient settings.
- Signal Event ActionSignal Event Action allows workflow updates like task modifications and integrates with various actions for dynamic process adjustments.
- Generate document actionAutomatically populate a template with data filled out in a form or process variables, generating a Word or PDF document.
- How to create a word templateHow to create Word templates available in the Generate Document action
- How to save sub list values to word templateSetting up a Word template with a repeating table for sub lists.
- How to save workflow variables to word templateUsing workflow variables, you can automatically insert data into a pre-designed word template.
- Convert to PDF ActionUsing Yeeflow's Convert to PDF action ensures consistent, secure, and efficient document management in workflows.
- Add Watermark ActionAdd text or image watermarks to files, with customizable positioning and repetition for branding or security.
- DocuSign ActionConfiguring Yeeflow's DocuSign action to automate document signing, track signatures, and manage outputs efficiently within workflows.
- Set Data List – Add Files to a Specific Folder in Document LibraryLearn how to use the Set Data List action to upload files into specific or dynamically created folders within a document library.
- Approval Logs in Generate Document ActionAutomatically include approval history in documents generated by workflows, enhancing traceability and internal recordkeeping.
- Set Data List – Update Files in a Specific Folder in Document LibraryUse Set Data List with Execute Type: Update to update files in a specific folder in a document library based on folder path and file type.
- Set Data List – Delete Files from a Specific Folder in Document LibraryUse Set Data List with Execute Type: Delete to delete files, folders, or both from a specific folder in a document library.
- Query Data – Filter by Folder Path in Document LibraryLearn how to use Query Data with Path filters to query files or folders in a specific folder of a document library.
- Connector ActionConnector action merges multiple branches and proceeds when any one of them is completed.
- Loop ActionUse the Loop Action in Yeeflow workflow automation to iterate through list items, repeat actions multiple times, and apply Loop Break for efficient process control.
- NFC reader Action stepUse the NFC Reader action step to scan NFC tags, capture their values into variables, and enable automated workflows such as inventory check-in, employee attendance, or asset tracking.
- Barcode scan Action stepUse the Barcode scan action to capture barcodes or QR codes and save the results to workflow variables for efficient automation.
- Respond to AI Action(Workflow)Learn how to use the Respond to AI action to return workflow results to AI at any stage, enabling faster and more flexible AI interactions.
- AI Assistant action(Workflow Action)This article explains how to configure the AI Assistant (Workflow Action) in Yeeflow. It provides a step-by-step guide to each Event type and its settings, helping you apply AI capabilities…
- PandaDoc ActionConfiguring Yeeflow’s PandaDoc action to automate document signing, track signature status, and manage signed outputs directly within workflows.