Sophie Crawley
Articles
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Arbor Workflows: Logging into Arbor Workflows
Once you have been set up by Arbor HQ or have transitioned onto a new package, you can login and start using Workflows. There are two ways in which you can do this: Directly from your MIS:Getting ...
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Getting to Know Arbor Workflows
At Arbor, our mission is to transform the way schools and MATs work by saving you time on repetitive tasks, ensuring consistency across your organisation, and allowing your staff to focus on what m...
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Getting Started with Arbor Workflows
Welcome to Workflows! Arbor Workflows is a workflow and automation platform designed to make life easier for Multi Academy Trusts (MATs) and Schools. Instead of getting buried in emails, paper form...
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Arbor Workflows: Setting up a Trigger Form
Before you begin to build your trigger form, you will complete the Form Settings. These are the details that you will provide before you begin to add the contents of your form.As pictured below, th...
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Arbor Workflows: Creating a Form (Step)
What is a Form?Think of a Form as a building block in a workflow – it can kickstart the workflow or be added in as a step elsewhere. Its job is to gather data and information from someone, which ca...
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Arbor Workflows: What is a Follower?
A Follower is someone who can track and view the progress of a workflow, once it has been triggered.When interacting with Workflows, there are three access levels: you’re either a follower, manager...
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Arbor Workflows: Form Building: Question Types
Now that you have completed the Setting up a Trigger Form, you are ready to start building .You will need to begin by adding a question, this will always be the first step in creating your form. Cl...
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Arbor Workflows: Forms: Settings and Logic Feature
The Settings icon below each question allows you to access additional features.When you click the Settings button, additional options for customising your questions will appear. Some of these will ...
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Arbor Workflows: Forms: Data Types
Once you've begun entering a question and chosen its format, the next step involves selecting the appropriate Data Type for your question. We'll cover this process in detail within this article.For...
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Arbor Workflows: Forms: Additional Features
Duplicate, Required and Delete Features When creating a question, you also have the ability to duplicate, set as required and delete. These are super simple to use.Duplicate → The duplicate button...