Shapes

People, AI and code

Wait for form

Pauses the run and gives a person a form to review, correct or approve.

Nodes › LogicOpen in Neblex
Good for
Approvals and human review
Role
Works on the records in a flow
Find it in
Nodes › Logic

When to use it

  • Approvals, including four-eyes decisions with approve and reject buttons.
  • A person must fix or complete data before it moves on.
  • Work should be routed to the right people, with due dates and escalation.

Reach for something else when

Example

Purchase requests above a limit pause for a manager, who approves or rejects them from an emailed link.

  1. Form (starts flow)
  2. Wait for form
  3. NetSuite

How it works

Settings
Form; Output sample; Notify these people; Priority; Due in (minutes); Timeout (minutes) (0 waits forever); Escalation flow; Assign automatically (No - shared pool, Round robin, Least busy); Who may work this (emails); Required skills; Different person must decide.
Output
The submitted form data (the incoming records pre-fill the form). A decision button adds _outcome; a timeout outputs {"_outcome": "timeout", "_timeout": true}.
More in the guide

Add it to a flow

  1. Open the flow from Build › Workflows.
  2. Open Nodes and find Wait for form under Logic, or search for it. Click it or drag it onto the canvas.
  3. Drag from the previous step's output handle to its input, then open its settings with ✎ Edit.
  4. Run the flow and click the step to see the records it received and produced.