Pre-Builds - Set when an eForm is to be Created and Linked | Zigaflow Help Center

Zigaflow Help Center

All CollectionsSetting up ZigaflowPre-Builds

Pre-Builds - Set when an eForm is to be Created and Linked

Pre-Builds - Set when an eForm is to be Created and Linked

An eForm can be automatically created when the parent quotation, job/sales order moves to a new status

Updated over 2 months ago

To set this up on any pre-build:

1. Click the "eForms" tab

2. Click "Append eForm"

3. Select the eForm to use

4. Edit the line

5. Set the status that the eForm will be generated at

6. Tick to complete the edit

Related Articles

Create an automation to create a Job / Sales Order automatically when a quotation is accepted (Basic)

Creating an eForm Pre-Build

Setting the Document and Email Templates on a Pre-Build

Pre-Builds - Set When a Feedback Form is Generated

Automatic Generation of Tasks From Pre-Builds