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Documentation

IMPORTANT

This is the outdated SI-documentation which will be adapted soon. A huge part may be obsolete!

Workflows

Workflows

In this section you'll be introduced to Workflows. It's pretty similar to any form builders. Rather than it being a traditional form builder, Workflows are created to harvest user's information and mining it according to user's own creativity. It is very flexible and allows you to modify the form to your desired output.

Workflow

Workflow can be accessed at EasySocial > Custom Fields > Workflow. Workflows family can be divided into 4 sections named:

  • User Workflow
  • Group Workflow
  • Event Workflow
  • Page Workflow

How To Use Workflow?

In this section we'll be configuring user's workflow. The following screenshot illustrate the process.

Workflow

EasySocial will automatically pre-populated the mandatory custom fields needed to run accordingly.

If you want to add a new custom field, you can either click (+) at the top or (+) at the bottom. Lets add Recaptcha custom field to the bottom of the list.

Workflow

Once you have selected Recaptcha custom field, it will automatically be added at the bottom of the custom fields list.

Workflow

If you like to split the workflow into steps, you may do it so by adding them here.

Workflow

The new steps will be empty. Click on the pencil icon to give it a name and (+) to add some field.

Workflow

Manage, Rearrange & Reorder

In this section you'll be able to manage, rearrange and reorder the custom field as you like. For example, lets re-order Recaptcha field to be placed under Password field. It can be done effortlessly as you may just click, drag and drop the custom field.

Reorder

Click on the hamburger button as illustrated below to move the field and drag it to your desired place.

Workflow

Rearrange

Moving custom fields from each steps are very straight forward. Click on the forward return button as illustrated below and a dialog will be prompted for you to choose which step.

Workflow

Workflow

Workflow

Manage

You'll be able to manage and edit the field data as shown in the following screenshot.

Workflow

Workflow

EasySocial custom fields are able to handle string constant and normal text as well. This awesome feature will be great deal breaker for multi-lingual sites.

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