This is a common use case where a form submitter wants to be added automatically to the proof without requiring the proof owner/manager to add them.
Here's what you need to do:
Connect Ziflow application
Before you start building the flow, you'll need to create a connection to your Ziflow instance. This application will perform different proof actions on your behalf. In this case, it will add a form submitter to the proof once the intake form is submitted.
Go to Connect -> Applications and click the + Connect Application button in the upper right corner.
Once you click on the connect button, select Ziflow from the list. You'll need to name the connection and enter your API key.
Create an intake form.
Create an intake form in your account that will be used to send new proofs upon form submission. You can read more about intake form creation in the following article.
Please remember to enable the Validate email option, which is necessary to grab from the submitter email, which will be used later on.
Start building the flow
Start creating a flow ba selecting an Intake form option as a flow application.
Select an Intake form that you want to connect with your flow.
Our next step will be selecting Create proof Zibot and proof configuration: building a workflow, adding reviewers, adjusting proof settings etc. If you need more details on the proof workflow settings, you can visit Creating a new proof article.
Once you are done with Create a proof Zibot configuration you may click the Next button and then add another Zibot. This time please choose the Add reviewer action.
Now, it's time to configure the Add Reviewer Zibot settings. You'll need to decide which stage the form submitter should be added to, set the proof permissions, and choose the notification preferences.
Inside the Select reviewer to add to stage field please enter a following JSONata code:#{$.form.submitter_email}#As the final step of flow configuration, please give your flow a name and save it. You can test the flow by opening the intake form and then submitting a test file through it.
The flow should start when someone submits an intake form. This will automatically create a proof and then add the form submitter's email to the selected stage.
