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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.

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