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Create the Workflow

Open a New Workflow

  1. Navigate to the top hamburger menu.
  2. Click Builder > Workflow Designer.
  3. Click the + at the top of the design area.

For more on creating a new workflow, see Workflow Navigation

Add Activities

For this workflow, we will add a memory table, an activity that adds a row to the memory table, and two activities to update values in the cells. The final activity will be the self service response.

Create a Memory Table

  1. Add the CreateMemoryTable activity under the Start icon.
  2. Enter:
    1. Table Name: EmployeeBirthdates
    2. Columns: 2
    3. Rows: 1
    4. In the table, name the first column Name and the second column Birthdate.

create memory table

Add Memory Table Row

  1. Add the AddMemoryTableRow activity under the CreateMemoryTable activity.
  2. Enter:
    1. The Table Variable name from our CreateMemoryTable activity.
    2. Number of Rows: 1.
    3. Select At the End of the Table.

add row

Add Set Cell Value

  1. Add the SetCellValue activity.
  2. Enter:
    1. The Table Variable name from our CreateMemoryTable activity.
    2. Row Number: 1.
    3. Column Type: Select Name and write Name in the field. Name is the title we gave column 1 in our CreateMemoryTable activity.
    4. New Value: enter a variable to be used in our form. (e.g. %NameInput%)

set cell value

Add Set Cell Value

  1. Add another SetCellValue activity.
  2. Enter:
    1. The Table Variable name from our CreateMemoryTable activity.
    2. Row Number: 1.
    3. Column Type: Select Name and write Date in the field. Date is the title we gave column 2 in our CreateMemoryTable activity.
    4. New Value: enter a variable to be used in our form. (e.g. %DateInput%).

set cell value 2

Add Self-Service Response Activity

  1. Add SelfServiceResponse activity.
  2. Enter:
    1. Response: Thank you for submitting your information to the database! Your name, %NameInput%, and birthdate, %DateInput%, have been recorded!

self service response

Save

Save your workflow and continue to create your form.