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Guide for Forms&Actions

Last Updated: 2022/04/29

The workflow builder has dozens of forms&actions to use in your workflows, allowing for complete customisation. Create forms with custom fields, so you can collect all the data you need; add buttons to perform configurable actions with one click; use the email action so you can easily compose emails from the task page; add the document upload action so you can have all your documents related to that task in one place, as well as many more amazing functions!