# Workflows

### Create a Workflow

1\. Go to form explorer.

2\. Select the form you want to configure workflow, and wait for the workflow form to load.

![](https://captisa.com/wp-content/uploads/2019/10/send-email-1.png)

3\. Click the New or Create your 1st Workflow button.

![](https://captisa.com/wp-content/uploads/2019/10/send-email-2.png)

4\. Select triggers. A trigger is an event that starts your workflow.

![](https://captisa.com/wp-content/uploads/2019/10/send-email-3-select-trigger.png)

5\. Define condition. You can define one (1) or more conditions.

![](https://captisa.com/wp-content/uploads/2019/10/send-email-4-define-condition.png)

6\. Add action. Select ‘Send Email’ or ‘Update Field Values’ as the action.

**Note:** You can add one (1) or more actions. An action could be sending an email to people in your organization, sending an email to your respondent, or updating fields value.

![](https://captisa.com/wp-content/uploads/2019/10/send-email-5-add-action.png)

7\. Compose your email.

* **From** – Select an item from the ‘From’ list.
* **To** – Select email from the ‘To’ list.
* **Enter email subject**
* **To include an entry in the email** – Click on the ‘Form Data’ button.
* **To reference a field in the email** – Click on the ‘Form Fields’ button and then select a field from the list.

![](https://captisa.com/wp-content/uploads/2019/10/send-email-7-define-action.png)


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