Define Follow Ups Using Works

Make sure that the form is created with a Date field. The Date field is mandatory to define this configuration.

  1. Go to App Builder > Forms.

    The Forms page appears.

  2. Click on the form card based on which you want to create works.
    All Forms Page
  3. Scroll down to the Utilities section.
  4. Click the Define Follow Ups Using Works card.
    Define Follow Ups Using Works 1

    The Define Follow Ups Using Works pop-up window appears.

  5. Select the Follow-up type as Work from the dropdown.
    Define Follow Ups Using Works 2
  6. Enable the Create follow up Work when this Form Submission is filled checkbox.
    Define Follow Ups Using Works 3
  7. Select a date field from the dropdown based on which the work needs to be created.
    Define Follow Ups Using Works 4
  8. From the Select Work Process dropdown, select a work process that you want to create from this form submission.
    Define Follow Ups Using Works 5
  9. Configure the relevant form fields to the work fields.
    Define Follow Ups Using Works 6
    Note: As you can see in the above screenshot, we have configured the Customer form field to the Work Name field. Whatever the input you enter in the Customer field, that value becomes Work Name.
  10. Click Save.