You can now create and run Secondary Workflows to support processes that happen outside your main submission workflow.

This gives you more flexibility to trigger notifications, integrations, or review steps exactly when you need them - without impacting your primary workflow.

Why This Matters

Not every process fits neatly into your main workflow. Secondary workflows let you handle additional steps—like side reviews or system integrations—before, after, or alongside your primary workflow.

What You Can Do

• Run workflows independently of submission
  Trigger workflows manually from a document or automatically on save—without changing the document’s main workflow status.
• Support parallel processes
  Run multiple workflows at the same time to manage different business processes in parallel.
• Keep workflows flexible and reusable
  Create, publish, and version secondary workflows independently from your main workflow.
• Track workflow activity clearly
  View secondary workflow activity in the Workflow Status / Document History, with indicators for in-progress or error states.
• Test your workflow against real documents before publishing
  In addition to using the Workflow Simulator to complete a form and preview the workflow path, you can also select an existing document to simulate how the workflow will run in practice.

How it Works

• Admins can create and manage secondary workflows from the Workflow tab in a form.
• Once published, workflows can be:
  • Triggered manually from a document.
  • Triggered automatically on save based on defined conditions.
• Each workflow runs independently and maintains its own history and status tracking.
• End users will receive and act on workflow steps just like they do today—no additional steps required.

Important to Know

• Secondary workflows do not change the main workflow status of a document.
• Multiple workflows can run at once, but the same workflow won’t run in parallel on the same document.
• To fully understand activity on a document, you may need to review both the main workflow status and any active secondary workflows via Workflow History.
• A new Active Secondary Workflows column in the Document List helps you quickly identify which documents have workflows in progress.

Getting Started

To create a Secondary Workflow:

1. Go to the Workflow tab in your form (which defaults to the Primary workflow view), then click the dropdown in the top left to open the Manage Workflows page.
   
2. Within Manage Workflows, you can create, manage, enable, or disable your secondary workflows. Using the three-dot menu for each workflow, you can also Publish, Rename, or Duplicate the workflow.
3. Click on +New Workflow (or edit and existing from the 3 dot menu) - name the workflow and select what will trigger this workflow (either manually or if the document is saved with certain criteria):
   
4. If you selected the A change to a document trigger option, the first step in your workflow will be a Trigger Step, where you can define which field changes or document criteria will trigger the workflow to run. These workflows are triggered when a user saves the document.  You can switch the workflow trigger type between Manual and A change to a document at any time. Continue to build your workflow with the desired steps (more info in the Creating a Workflow article).
   
   Note: The 'Limit this workflow to a single execution across all versions of a document' configuration option allows you to limit the trigger to the first time someone saves and that attribute trigger exists; and it won't send again on every subsequent save.
5. When ready you can validate the secondary workflow using the Workflow Simulator by selecting an existing document to test against or by completing a new document.
   
6. Once validated, Publish the draft secondary workflow to make it live for automatic on-save actions or available for app and product administrators to manually trigger from a document.
   
7. Trigger a manual secondary workflow from a document using the menu options available when accessing the document from the Document List.
   

We’re excited to see how you use Secondary Workflows to streamline your processes. As always, we’d love your feedback!

Coming Soon

You’ll soon be able to trigger secondary workflows automatically based on a specific dates or intervals within a document. You will see the greyed-out option of A specific date or interval—these will allow workflows to run automatically on scheduled timing.

Keep an eye out for an upcoming announcement when this option become available.