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Add multiple Webforms to a Workflow

If you need different people to contribute to a Workflow, you can create a Workflow with multiple Webforms. For example, if you have a leasing document that needs to be completed by both a landlord and a tenant. Or you may be opening a new account for a client and want to pre-fill as much of their information as possible before sending the application to your client. Both of these objectives can be accomplished with multiple Webforms.

In this article, we’ll show you how to set up your Workflow to include multiple Webforms.

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If your Workflow includes multiple Webforms, it will always start with the first Webform (the entry Webform). After the first Webform has been completed, you’ll be able to copy and share the start link for the next Webform.

Once all Webforms in the Workflow have been completed, Anvil will request signatures from all signing parties. At the end of a Workflow, a completed PDF packet will be generated and available for download.

In this article, we’ll teach you how to add and manage multiple Webforms in a Workflow:

Add a Webform to your Workflow

Workflows need a minimum of one Webform, but there is no maximum number of Webforms you can include.

To add a Webform to your Workflow:

  1. Navigate to your Workflow editor
  2. Select the + Add a webform button located to the top left of the Webform preview The add a webform button is found to the top left of the Webform preview to the right of the Webform page toggler
  3. Enter your new Webform details New Webform detials include the name and URL slug
  4. Create

After you’ve added a second Webform, you can add more by clicking on your Webform name to the top right of the Webform preview. A dropdown menu will appear with all your Webforms and you can select + Add a webform before repeating steps 3-4 above.

Reorder your Webforms

As you’re building your Workflow, you might want to change the order in which your Webforms are completed.

To reorder your Webforms:

  1. Navigate to your Workflow editor
  2. Click on your Webforms’ name to the top right of the Webform preview
  3. Select Reorder
  4. Click and hold the move icon to the right of the Webform name
  5. Drag the selected Webform to your desired location
  6. Save order

Remove a Webform

At some point, you might decide that a Webform you’ve built is no longer needed.

To remove a Webform from your Workflow:

  1. Navigate to your Workflow editor
  2. Click on your Webforms’ name to the top right of the Webform preview
  3. Select the Webform you wish to remove
  4. Select the Remove webform option in the Webform editor panel to the left The remove Webform button is found at the bottom of the field editor panel just below the Help editing Webforms button

Note: Deleting a Webform is instantaneous and cannot be undone with the undo button. If you mistakenly deleted a Webform, you’ll need to discard your draft changes or restore a previous version of your Workflow.

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