Form Details - Default Workflows Tab

Default Workflows Tab

The Default Workflows tab lists the Workflow Templates that are automatically added to a submission upon receipt.

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Form Details - Default Workflows Tab

The Default Workflows tab is hidden for Component form types.

Default Workflow Assignment Based on Geographic Location

If certain workflows should only be added if the site or project is in a certain county (such as special reviews for projects in coastal areas, for example), this can be set up in the Workflow Template configuration. If a Workflow Template is configured for county-based assignment, the Assignment Type will show “By County” in the Default Workflows table.

Statewide or no assignment type workflow templates will always be assigned to the submission record. County-based workflow templates are assigned if the county of the site referenced in the submission falls within one of the counties configured on the workflow template.