Getting started: Government Admins

Stephen Corwin avatar Catherine Geanuracos avatar J
44 articles in this collection
Written by Stephen Corwin, Catherine Geanuracos, and Jasmine Burns

Pre-launch checklist: Teams

Walk through the steps you should review to ensure your Team is properly configured
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated yesterday

Workflow Pre-Launch Checklist

Use this handy checklist to make sure all your settings are configured and you're ready to go live with the public
J
Written by Jasmine Burns
Updated yesterday

Example: How to build a Workflow

Learn how to build a workflow from scratch on CityGrows
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How can you automatically trigger email notifications to applicants and/or admins?

Learn how to customize notifications on any step of your workflows
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated today

Testing and refining Workflows before launch

Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How to launch a process

Learn how to use a template for testing or launch an internal process
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Public-facing process overview or landing page

Where constituents go to use the processes you've created
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Cloning or copying templates

Learn how to clone and customize a template
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How do I change the message applicants see and receive when they complete a process?

Learn how you can change the CityGrows default completion message
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated yesterday

Going live -how constituents start using your template

How to go live by putting a link to your CityGrows process on your website or social media feeds
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How to delete test processes

When you're ready to launch a process, delete your tests
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated today

Adjusting admin email notifications

How to manage email notifications within CityGrows
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Public Portals

A public portal is available for each team, it's one of the places where constituents can go to launch the processes you build
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Publishing, closing, archiving, and unpublishing workflows

How to change the status of a workflow and delete workflows
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Adding a payment method and activating your subscription

Learn how to add your government credit card and view your subscription level
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

How do I prevent businesses from having to fill out the same information repeatedly? Customizing your Team's directory and using the "organization" field

Prevent duplicate data entry- use the "Organization" field to allow businesses to enter data once and add it it multiple processes
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated yesterday
Step types, step settings, and field settings

What options can you set on each step in a CityGrows process?

Learn about the customization options for timeframe, email notifications, and instructions
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

"Collect Information" steps and field types

Collect form data from an applicant or an admin and learn about the different types of information (field types) you can collect
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How to calculate fees and values automatically with formulas

Learn how to set up and use formulas in CityGrows to determine a permit or license fee or for any other calculation
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated today

How can I have a workflow automatically calculate a fee or number value based on a multiple choice question?

Assign a numeric value to each multiple choice answer and automatically calculate fees, fines, and other numbers. Set default values
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated yesterday

How can you automatically show/ hide questions based on information entered in a process?

Use our logic feature to conditionally show/ hide sections on your forms ( Collect Information steps)
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated today

How do I require a signature from an applicant or reviewer?

Gathering signatures from applicants and reviewers within CityGrows is easy
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated today

Setting Up Payment steps

Learn how to use CityGrows' payment step to collect online payments from applicants
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Review Steps: setting up reviews, adding and removing reviewers, and setting default messages

Learn how to use review steps to require review from specific people or groups of people and set up customization options
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How can I determine who reviews a process automatically?

Learn how to trigger a Review by one or more people by adding logic based on information entered earlier in an process
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated today

"Assign Someone" step type, setup and use

Learn how to use the "Assign Someone" step type to require the assignment of a case manager(s) within a process
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Survey step

Learn about the CityGrows "Survey Step" and how to use it to collect survey data within a process
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Uploading multiple choice or checkbox response options

Learn how to upload multiple choice or checkbox response options from a CSV file
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Copying steps or fields

Use our "copy" tool to easily duplicate complex fields or entire steps
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated yesterday