Request a follow-up form

Many processes need two forms: an intake and a resolution, an inspection and a re-inspection, a complaint and a closure. A Follow Up workflow creates a task asking someone to submit that second form about the same case - so the field team is told exactly what to do next, and the follow-up is linked to the original.

In this guide we build Request a follow-up visit once feedback is approved: when a reviewer sets a Community Feedback Intake case to Approved, mobile users at the site get a task to submit Feedback Resolution Follow Up.

The follow-up form must already be deployed and assigned in the project (see Assign a form). Then open Project Settings, expand FORMS, choose Site Forms and select Add (or the N workflows link, then CREATE NEW) in the intake form's Workflows column.