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Workflow and J1 Web Forms

J1 Web workflows automate tasks and route work between individuals, departments, and systems. They can trigger actions based on predefined rules or conditions that you set up. Workflows can include automation plans, rules, and multiple stages to support approval processes or multi‑step routing.

J1 Web Forms and workflows integrate in two primary ways.

  • Associate a workflow with a form when it is submitted.

    A workflow can initiate when a form is submitted.

    2026_2_1_forms_associate_workflow.png
  • Use a workflow to assign a J1 Web form to a user.

    A workflow stage can include a To Do that assigns a form to a user.

    2026_2_1_forms_workflow.png

Additional Resources