Workflow Runner

Workflow Runner

The Workflow Runner executes multi-step event processes that go beyond a single form. A workflow can combine form pages, selection screens, confirmation dialogs, waiting states, payment steps, and automated actions — all in a guided, step-by-step experience.

When to use workflows

Use workflows for processes that involve multiple steps with different types of interaction. For example: a conference registration that starts with a form, then shows available sessions for selection, requires a confirmation, and ends with a payment. A simple registration form doesn’t need a workflow — just use the Form Builder.

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How Workflows Work

A workflow is a sequence of steps (called “nodes”) that guide the user through a process. Each step presents a different type of interface depending on what’s needed:

Step Type	What it shows	Example
Form Page	A form with fields to fill in	Collect attendee details
Selection	A list of options to choose from	Pick a workshop session or track
Confirmation	A summary to review and confirm	Review registration details before payment
Waiting	A loading/processing screen	Processing payment, generating ticket
Payment	A payment interface	Collect registration fee (e.g. Rs. 500)
Success	A completion screen with next actions	”Registration complete! Download your badge”
Error	An error screen with retry option	Payment failed, network error
Redirect	Automatically navigates to another page	Redirect to event page after registration

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Starting a Workflow

Workflows are typically started from:

• A button on an event page (e.g. “Register Now”)
• A link shared by the event organizer
• An action within another feature (e.g. after selecting a ticket tier)

When a workflow starts:

1. A loading screen appears briefly (“Loading workflow…”)
2. The first step displays with its interface
3. A progress indicator in the top right shows your position (e.g. “1/4” with a progress bar)

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Navigating Workflow Steps

Filling in a form page

When a form page appears:

1. Fill in the required fields
2. Tap Continue or Next to submit the step and move to the next one
3. If validation errors occur, fix them and try again

Making a selection

When a selection screen appears:

1. Review the available options
2. Tap the option you want
3. The workflow advances to the next step

Confirming details

When a confirmation screen appears:

1. Review the summary of information collected so far
2. Tap Confirm to proceed or Cancel to go back

Waiting for processing

Some steps require background processing (e.g. generating a ticket or processing a payment). You’ll see:

• A progress indicator
• A message explaining what’s happening (e.g. “Processing your registration…”)
• Optionally, a Cancel button if the wait can be interrupted

Making a payment

When a payment step appears:

1. Review the amount (displayed in Rs. for Indian events)
2. Follow the payment interface instructions
3. Complete the payment
4. The workflow advances upon successful payment

Completing the workflow

When the workflow finishes successfully:

• A Success screen appears with a checkmark icon
• Action buttons may appear (e.g. “Download Badge”, “View Event”, “Done”)
• Tap an action button or Done to close the workflow

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Progress Tracking

The app bar shows workflow progress:

• Step label — the name of the current step (e.g. “Personal Details”, “Session Selection”)
• Progress counter — “X/Y” showing current step out of total
• Progress bar — a visual indicator of overall progress

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Cancelling a Workflow

You can cancel an in-progress workflow at any time:

1. Tap the Close button (X icon) in the top left
2. A confirmation dialog appears: “Cancel Workflow? Are you sure you want to cancel? Your progress will be lost.”
3. Tap Yes, Cancel to exit, or No, Continue to stay

Think before cancelling

Cancelling a workflow may discard all your entered data and selections. If you’ve already completed a payment step, cancellation may not refund the payment automatically. Contact the event organizer if you need a refund after cancelling.

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Resuming a Paused Workflow

If a workflow was interrupted (e.g. the app closed, your session timed out, or you navigated away), you can resume it:

1. Open the same workflow link again
2. If a saved workflow instance exists, the system automatically resumes from where you left off
3. You’ll be placed at the last incomplete step

Not all workflows support resuming — it depends on how the organizer configured the workflow.

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Workflow as a Dialog or Bottom Sheet

Workflows can appear in different formats:

• Full screen — the entire screen is dedicated to the workflow
• Dialog — the workflow appears as a modal overlay
• Bottom sheet — the workflow slides up from the bottom (draggable to resize)

The format depends on how the organizer configured the workflow. The functionality is the same in all formats.

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Error Handling

If something goes wrong during a workflow step:

• An Error screen appears with a description of the problem
• A Retry button lets you try the failed step again (if the error is retryable)
• A Home button lets you exit the workflow

Common errors include network issues, payment failures, or server timeouts. In most cases, tapping Retry resolves the issue.

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What to Do Next

Your situation	Recommended next step
Workflow completed successfully	Check your email for a confirmation or receipt
Payment step failed	Check your payment method and retry, or contact the organizer
You cancelled by mistake	Start the workflow again from the original link
You’re an organizer and want to create workflows	Work with your Velora account manager to design workflow templates
You want a simpler process	Use a standalone Form instead of a workflow

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Related Articles

• Building a Form — create standalone forms
• Filling Out a Form — the single-form respondent experience
• Managing Your Forms — the forms dashboard
• Responses Dashboard — view workflow form responses
• Form Analytics — track form step performance
• Ticket Payments — payment processing for events
• Managing Your Guest List — track registered guests

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Troubleshooting

The workflow is stuck on “Loading workflow…”

Check your internet connection. If the loading persists, close the workflow and try again. The workflow server may be temporarily unavailable.

I completed a payment but the workflow shows an error

Payment processing can sometimes take a moment. Wait 30 seconds and tap Retry. If the error persists, do not attempt the payment again — contact the event organizer with your payment reference number to avoid being charged twice.

The Resume feature is not working

Not all workflows support resuming. If the workflow starts from the beginning instead of where you left off, you may need to re-enter your information. Check with the event organizer if resume should be available.

I can’t find the Cancel button during a waiting step

Some waiting steps are non-cancellable (e.g. during payment processing). Wait for the step to complete. If it takes more than a minute, try closing the workflow and reopening it.

The workflow completed but I didn’t receive a confirmation

Check your email spam/junk folder. Confirmation emails may take a few minutes to arrive. If you still don’t receive one after 15 minutes, contact the event organizer with your name and the time you completed the workflow.