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Changelog byAnnounceKit

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New Feature
2 months ago

New Current Workflow Step Option in Metadata

We've added a new meta data field of 'Current Workflow Step' which will display the name (Step Label) of the current step where the document is in the workflow. Meta Data Fields can be used in Form Builder (as a field or with Conditional Visibility), the Form Workflow, and in the Document List when creating reports.  

Add the new 'Current Workflow Step' column in the Document List to see which workflow step each document is on:

Document List

Or hide/show sections on the form based on the current workflow step. 

Conditional Visibility Configuration

More information can be found in the Meta Data Fields article.