WEDNESDAY, NOVEMBER 12 | 1 pm (ET)/10 AM (PT)

Formulas Mastery: Powering Smarter Workflows

ABOUT THIS MASTER CLASS

Take your workflow-building skills to the next level by mastering the use of formulas in SimpliGov. In this advanced session, you’ll learn how to create dynamic, data-driven workflows that respond intelligently to user input. We’ll explore how formulas can automate calculations, apply conditional logic, and streamline decision-making within your forms and processes. By the end of this session, you’ll have the knowledge to design smarter, more efficient workflows that reduce manual steps and improve the user experience.

Important note: this master class only has 20 seats available. If it is full, you’ll be added to a waitlist for a future session on the same topic.

What you’ll learn:

  • How to create and apply formulas within forms and workflows
  • Writing conditional logic to guide workflow paths
  • Using formulas for calculations, validations, and field automation
  • Testing and troubleshooting formulas effectively
  • Best practices for maintaining complex workflows

Who should attend:

Experienced workflow builders and administrators looking to enhance automation and logic within their SimpliGov workflows.

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