Step Types

Actions you can perform in workflows.

Steps are the building blocks of workflows. Each step type performs a specific action.

Calculation

Evaluate formulas and expressions to compute values.

Configuration

Formula Syntax

Calculations use an Excel-like formula syntax:

SUM(item_prices)
IF(quantity > 10, price * 0.9, price)
CONCATENATE(first_name, " ", last_name)

Using References

Insert data using references:

{{ entry.answers.quantity }} * {{ entry.answers.price }}

Available Functions

Output

The calculation result is available to subsequent steps via:

workflow:step_id.outputs.result

Condition

Branch the workflow based on conditions.

Configuration

Condition Structure

Same as conditional logic for fields:

{
  "type": "all",
  "groups": [
    {
      "type": "any",
      "rules": [
        { "field": "status", "operator": "eq", "value": "approved" }
      ]
    }
  ]
}

Output Paths

• True: Condition evaluated to true
• False: Condition evaluated to false

Connect different steps to each path for branching logic.

Update Value

Modify entry answer values.

Configuration

Value Sources

Static value:

"Processed"

Reference to another field:

{{ entry.answers.calculated_total }}

Previous step output:

{{ workflow:calc_step.outputs.result }}

Multiple Updates

Add multiple field updates in one step:

- field: status → "complete"
- field: processed_at → NOW()
- field: total → {{ workflow:calc.outputs.result }}

Email

Send email notifications.

Configuration

Dynamic Content

Use templates in all fields:

To: {{ entry.answers.email }}
Subject: Your order #{{ entry.id }} is confirmed
Body: Dear {{ entry.answers.name }}, ...

Multiple Recipients

Separate with commas or use an array reference:

{{ entry.answers.email }}, [email protected]

API Request

Make HTTP requests to external services.

Configuration

Request Body

Use JSON with templates:

{
  "name": "{{ entry.answers.name }}",
  "email": "{{ entry.answers.email }}",
  "order_total": {{ workflow:calc.outputs.total }}
}

Response Handling

Response is available in outputs:

• outputs.status - HTTP status code
• outputs.body - Response body (parsed if JSON)
• outputs.headers - Response headers

Error Handling

Connect to the error path for failed requests:

• Network errors
• Non-2xx status codes
• Timeout

Create Entry

Create a new entry in another form.

Configuration

Field Mapping

target_field: source_value_or_reference
- name: {{ entry.answers.customer_name }}
- source_form: "order_form"
- source_entry: {{ entry.id }}

Output

Created entry information:

• outputs.entry_id - New entry ID
• outputs.entry_key - New entry key

Delete Entry

Delete an entry from a form.

Configuration

Entry Reference

entry:{{ entry.answers.linked_entry_id }}

Or using data table lookup:

data_table:orders[order_id={{ entry.answers.order }}].entry_id

For Each

Iterate over a collection of items.

Configuration

Collections

Iterate over:

• Repeater field instances
• Data table rows
• Array field values (multiselect)
• Calculation results

Nested Steps

Steps inside For Each run for each item:

For Each: items in order_items
  ↓
  Calculate: item_total = quantity * price
  ↓
  Update: item.total = item_total

Outputs

Access iteration data:

• Current index
• Current item
• Accumulated results

Step Connections

Sequential Flow

Step A → Step B → Step C

Each step waits for the previous to complete.

Parallel Paths

Step A → Step B
      → Step C

Both B and C run after A (order not guaranteed).

Conditional Branching

Condition
  ├─ True → Step A → Step B
  └─ False → Step C

Only one path executes based on condition.