Overview 

A visit workflow automatically creates a visit when a form rule is triggered, scheduling follow-up field work without manual planning. You define the rule and state, add a Create Visit action, set its timing, choose who or which team it is assigned to, and enter the visit date period. You can also set the workflow active or passive and add a description. This keeps recurring or conditional visits flowing automatically.

Before You Start 

You need access to the Forms area and permission to edit forms. Know who the visit should be assigned to, the date period, and whether the workflow should be active immediately.

How to Create a Visit Workflow

1. From the left navigation menu, select Forms, then click the Form icon, followed by the pencil or plus icon for the form.

2. Go to the bottom of the page and choose the workflow; select a rule and its resulting state. 

3. Click + to add an action, then select Create Visit. 

4. Choose the action timing from the list. 

5. Choose who the visit will be assigned to, and select the team if applicable. 

6. Enter the visit date period, then click OK to create the visit. 

7. Use the checkbox to set the workflow as Active or Passive. 

8. Enter a description for the visit, then click Save to create the workflow. 

Tips and Things to Know

• Automatically schedules follow-up visits when a form rule triggers. 

• Assign to a user or a team depending on who should carry out the visit. 

• Set the workflow to Active to run it, or Passive to keep it configured but off.

• Action timing controls when the visit is created after the trigger. 

• Add an action to define what should happen automatically when the rule is triggered. 

Frequently Asked Questions