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  • ThinkSmart Automation Platform

    Record Forms

    The Record Form field allows users to set up a field which will pull filtered data in the final, published webform, and in conjunction with the Workflow Record in the designer, one will be able to pre-populate information from previously run workflows, and leverage metadata captured in alternate workflows.

  • ThinkSmart Automation Platform

    Workflow Records

    Once a user has set up a corresponding Record Field from with the control type, a user will be able to start leveraging existing metadata from previously run workflows in meaningful ways within the webform. This tutorial will talk about about one can create those connections within the Designer after the appropriate control type is set up.