In some cases, you may want a form to be automatically re-sent after it has been submitted—such as for daily reports or repeated feedback requests. By setting up a simple workflow, you can fully automate this process. This article explains how to make a form recurring using a trigger, condition, delay, and automated re-send.
Workflow setup
Trigger: Track form is submitted
The workflow is triggered when a user submits a form that is assigned to a Track.
Condition: Form title = (title of the form)
Add a condition to ensure the workflow only runs when the correct form has been submitted.
Delay: 1 day
Use a delay of one day to determine when the form should be re-sent.
Action: Create a new form
Automatically generate a new form in the same Track, based on a selected template.
Action: Send Track message
Send a message to the user with the new form attached, so it can be filled out again.
Result
Each time the form is submitted, the workflow restarts. After one day, the user automatically receives a new form, creating a recurring flow without manual input.