How can I allow staff users to edit workflows?

Allow your staff users to edit workflows including statuses, due dates, assignees, and comments in Action Tracker

Granting your staff users permission to update submission data or workflow data (status, due date, assignee, and comments) from Action Tracker allows them to take more initiative when maintaining your data's integrity. 

When staff users have the permissions, this "Edit" button will appear in the "View" Screenshot 2025-03-26 at 11.57.52 AM modal.  Tapping this button will toggle editing mode on so they can update the form.

Be sure to tap "Submit" to save your work! 

Screenshot 2025-03-27 at 11.30.48 AM

Enabling this feature is easy. To allow staff users to edit a form, just follow these steps: 

STEP 1 

Go to Form Builder and tap Edit beside the form you would like to allow Staff users to edit. Then tap Form Settings. 

STEP 2 

Enable the Workflow feature for your form if it's not already enabled. Then choose "All user types including staff" in the "Users allowed to edit workflows created using this form" dropdown. 

Screenshot 2025-03-27 at 11.38.30 AM

AND THAT'S IT! 

Now staff users will be able to edit that form's submission data and workflow data (status, comments, etc.)