FAQ icon (Q)

How do I build a Workflow?

You can build a Workflow quickly via the Workflow Builder in MyMalcolm.

To get started, first go to the Workflow section of MyMalcolm and then click "Create a Workflow" towards the top right of the screen.

You can then choose whether to build a Workflow from scratch, start with one of our templates or - if you have already created some Workflows previously - clone one of those previously created Workflows.

You can then use our drag and drop builder to create your Workflow.

Our Workflow builder enables you to:

  • Drag and drop question elements onto your form
  • Customise those question elements
  • Configure Filters, Validators and Rules
  • Split forms over multiple pages
  • Customise page titles and progress bars
  • Customise thank you page

Once you have created the content of your form, you can to the Configure tab and configure various options including setting up email notifications or Integrations.

Did this help you?
Not yet rated
Thank you for submitting your feedback

Upgrade your content

Want to give your users a graphical run-down of how your products or services work? Malcolm! Agency Services can help

Learn more

Hey there!

Malcolm! is brought to you by a passionate and dedicated team - we love all things customer support related! Find out more about us here

Find out more