About Workflow

Sintel Forms includes a simple yet powerful workflow engine that enables you to implement virtually any business process. It operates based on Statuses and Actions, with the core principle that a form is always in a specific status—and transitioning to a new one requires completing an associated action.

External User Participation

You can allow external users (those outside your Microsoft 365 tenant) to participate in your workflows. If enabled, these users will be prompted to enter their name and email address before they can complete actions, just like internal users.

💡 Tip:
When designing a workflow, start by identifying all the possible statuses a form might pass through. Then, create the corresponding actions that allow users to transition the form between these statuses.

Key Components of the Workflow Engine

1. Statuses
   Represent the different states a form can be in during the process.
2. Actions
   These are the options users select (from a dropdown or as buttons) to move a form from one status to another. Actions can be positioned at the top, bottom, or directly within the form.
3. Quorum
   Defines how many users must complete a specific action before the form progresses to the next status.
4. Confirmation (optional)
   Lets you configure how users confirm that they intend to take an action—adding a layer of security or accountability.
5. Email Notifications (optional)
   Can be configured for both statuses and actions, allowing automatic notifications when a form changes status or when users are assigned specific tasks.

Learn More

• More about Statuses

• More about Actions

• More about Email Notifications