Using Dynamic Tokens in ActivitiesColumn value tokens allow you to use data from list columns dynamically. The following Email activity has been configured using dynamic column values.
Display Columns TabDisplay columns enable you to format the raw data and expose it in your required format.
Excel or CSV file propertiesSelect the Table/Sheet/Range and click "Load Preview..." - this will load the data from the Excel/CSV file and display the results side-by-side:
Web REST API connection propertiesTo connect to the web service fill-in the Url field and optionally the Body and Request headers (if required by your web service).
External Data SourceThis enables you to change your connection setting and see the results side-by-side.
Creating a data sourceAn external data source can be used in all sub-sites in the same site collection. If you want to create an external data source that will be accessible from other site collections, then you should create it in the top-level site.
Mark-UpThis custom column enables you to require end-user signatures when submitting a SharePoint list form.
Url File PickerClicking the picker will open a popup enabling you to select an item to link to , from various sources such as SharePoint site, OneDrive, recent locations and more.
Draw & Sign Use Case (Mark-Up)The customer can mark the defects, sign the form, and save it.
Signature CapabilitiesThe user can use a mouse or pen to hand-sign directly in the Mark-Up field, and then save the form.
KPI TrackerThe feature allows you to quickly highlight cells and rows in your list or library views by configuring rules for displaying various KPI icons and progress bars.
Default Value Due Date
External Data ConnectorIn the External Data Connector settings page type the Lookup column name, and then select a data source and the display column you want to connect to.
Configuring a form with connected documentsEnables connecting multiple documents to a record (list item).
Repeating RowsThe Repeating Rows feature enables you to easily create multi-row forms (such as expense forms).
Using Custom PatternsWhen validating text fields, there’s an additional operator available called matches pattern. The matches pattern operator provides a list of various input patterns for validation, such as email, phone number, and postal code. These patterns are based on regular expressions that you can update, and you also have the option to add new custom patterns.
Regular Expressions Editor Popup
Form with collapsible groups
Multiple tabs form
Public FormsCreate powerful publicly available intake forms and share them with customers.
Add Alternative Activity GroupSelect the Alternative activity to set different conditions and what should happen then.
Workflow DesignerYour workflows will be grouped by their trigger type, allowing you to easily review all workflows setup for your list. The option to import and export have not changed and will continue to work as they do now.
Automatic Action
User Action
Scheduled Action
Configure Conditions
Workflow View
Add ActivitesActivities or Groups of Activities can be added. When selecting + Activity you will be shown a list of any existing activities.
