Workflows are a powerful tool to automate your organization's processes. When you're building them, you'll want to pay close attention to how individuals interact with them. You especially want people to be able to interpret the current state of the workflow and a history of events that have occurred. To help with that we've created workflow notes. Let's look at a few ways that notes can be integrated into your workflows.

Adding Notes From the Workflow Details

When looking at the details of a workflow you'll notice that you have the option to add notes. This is a great way to be able to provide context or additional information at any time (even after a workflow has been completed).

Adding Notes From Entry Forms

Another way to add notes is from entry forms. You'll notice on the Form action there is a setting to Enable Note Entry. When it's set, you'll see the note entry form next to the selected form fields.

Adding Notes From Workflow Actions

The final way to add workflow notes is using workflow actions. This allows you, the workflow author, to automatically create notes about the workflow processes.