Workflow - Basic Configuration

  1. Start by dragging a TPC Form Layout into the body of your page. Then, drag a CRM Form Configuration widget into the TPC Form Layout. For this example I will be setting the Form Configuration widget to use the contact entity.
  2. Click and drag a CRM Workflow widget in the body of your form and click on the edit button to display the properties prompt.

    For this example the widget will be configured to use a workflow that will change the middle name of the fetched contact to Potato. Make sure to check Submit Form to ensure that all data is submitted with the form.

  3. On the page, clicking this button will cause the on-demand workflow to fire and will also submit the form.