The ClassReach Documentation for admins

Creating a Form Workflow

As an Admin within ClassReach, you have the ability of creating a form workflow for your different forms. This means, you can set forms to automatically send to the needed users after they have been filled out. So, if you have a disciplinary action form that you would like the teacher to fill out, then an admin to approve, then a guardian to acknowledge, ClassReach can handle it all automatically for you! This is a permissions based task. If you do not see some of the options then you may need to contact an admin for you school to ensure you have the correct permissions to complete your task.

  • Sign in to your ClassReach Admin account
  • Navigate to the Forms tab
  • Locate and select the form you would like to add a workflow to
  • Select the Settings tab within the Form view
  • Select the Workflow tab within the Form-Settings view
  • Click the Enable Workflow button
  • Name your Step
    • This may be something like “Admin Approval”
  • Select the kind of interaction this is:
    • Approval: If you select this, then the user will get a notification and be required to Approve or Decline the progression of the form to the next workflow step.
    • Acknowledgment: If you select this, then the user will get a notification and be required to select that they acknowledge the form response so it can then go to the next workflow step.
    • Notification: If you select this, then the user will get a notification and the form will automatically move to the next workflow step.
  • Select the user involved in the interaction:
    • Specific user: If you select this, then you will also select the specific user. This will be the user the completes the above interaction.
    • The user that submitted the response: If you select this, then the user that submitted the form response will complete the above interaction.
    • The user that the response is about: If you select this, then the user that the form was filled out about will complete the above interaction. If the form is about a student, then the above interaction will also apply to the guardians.
    • Guardians of the user that the response is about: If you select this, then the guardians will complete the above interaction, this will not go to the student.
  • Once the above is set you can choose whether you would like the user to get an email notification about interaction. If you choose to send an email notification, then you can also customize what the email message will say.
  • Now you can Save your workflow step
  • You can then use the (+) buttons on either side of you step to add new steps to the workflow.

Related Documentation

Forms Overview

Creating a Form

Viewing/Submitting Form Responses