For existing Workflows:
Click on the gear icon to the right of the Workflow title and select Edit Workflow.
The Workflow editor has a navigation bar at the top with 3 tabs: Webform, Preview, and PDF. When you enter the Workflow editor, you will be in the Preview tab which will show you your webform and PDF side-by-side.
Click on the Webform tab at the top of the page to begin editing the selected webform.
If you have multiple webforms in your Workflow, use the webform toolbar dropdown to find the webform you would like to edit.
From the webform editor, you can edit the webform name, page headers, URL suffix, form access, or the selected form.
For new Workflows:
Click on the + New Workflow button at the bottom of your left side navigation. You can also start a new Workflow from the Create Workflow button or if it’s your first time using Anvil, from the Welcome card on your Workflow dashboard.
Upload a PDF or docX to convert into an Anvil Workflow or select an existing PDF template and click Let’s go.
The Workflow editor has a navigation bar at the top with 3 tabs: Webform, Preview, and PDF. When you enter the Workflow editor, you will be in the Preview tab which will show you your webform and PDF side-by-side.
Click on the Webform tab at the top of the page to begin editing the selected webform.
From the webform editor, you can edit the webform name, page headers, URL suffix, form access, or delete the selected form.
