Dashboard

Workflow rules

Overview of FormsReach workflow rules for conditional routing and processing of submissions.

Overview

Workflow rules let you express conditions on submission fields and control how channels fire (for example, route certain cities to different WhatsApp numbers). Configure rules in the form’s rules UI in the dashboard.

Mental model

  1. Submission accepted and stored
  2. Rules evaluated against field data
  3. Matching channel actions dispatch

Exact operators and actions are defined in the product UI - use the dashboard as the live reference while iterating.