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I work for a government and want to set up CityGrows for permitting, licensing, or internal workflows
I work for a government and want to set up CityGrows for permitting, licensing, or internal workflows
40 articles in this collection
Written by
Stephen Corwin
and
Catherine Geanuracos
How can I determine who can start a workflow and what is publicly viewable for each workflow?
Use the Settings option on each workflow to determine who can see what and who can start each workflow
Written by
Catherine Geanuracos
Updated over a week ago
Example: How to build a Workflow
Learn how to build a workflow from scratch on CityGrows by creating a sample business license
Written by
Stephen Corwin
Updated over a week ago
How do I add my coworkers so they can use and/ or edit a workflow?
How to grant Permissions and add or remove admins
Written by
Stephen Corwin
Updated over a week ago
Can I create a workflow that has no open data?
Learn what the workflow Privacy Settings do, and how to create a completely private workflow
Written by
Stephen Corwin
Updated over a week ago
How do I duplicate another government's workflow (so I don't have to start from scratch)?
Learn how to clone and then edit a workflows - either one of yours or from another government
Written by
Stephen Corwin
Updated over a week ago
How do I allow the public to search for information in a workflow?
Describes how to enable the Public Search function on the Stats page of any workflow
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
Written by
Catherine Geanuracos
Updated over a week ago
Setting up Online forms and getting information into your workflow
How do I set up an online form on CityGrows, and what kind of information can I collect?
How to set up Collect Information steps to data from an applicant or an admin into a workflow using different field types
Written by
Stephen Corwin
Updated over a week ago
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)
Written by
Catherine Geanuracos
Updated over a week ago
How do I require a signature from an applicant or reviewer?
Gathering signatures from applicants and reviewers within CityGrows is easy
Written by
Catherine Geanuracos
Updated over a week ago
Can I pre-fill or suggest a likely answer on a form?
How to create a default value for any field to use in formulas or to make form completion easy for your applicants
Written by
Catherine Geanuracos
Updated over a week ago
How do I give applicants a detailed overview of a workflow, guidelines, and requirements, or show a waiting period?
Learn how to use the Basic step type in your workflow setup
Written by
Catherine Geanuracos
Updated over a week ago
How can I made sure that a specific staff member completes certain steps of a workflow?
Learn how to use the "Assign someone" step to allocate internal responsibility and see (or change) who is assigned to a specific process
Written by
Catherine Geanuracos
Updated over a week ago
How can I make sure that the information in a step isn't altered after it's been submitted?
Setting the Lock On Complete Option on your workflows
Written by
Catherine Geanuracos
Updated over a week ago
How can I require that one or more staff members (case managers, inspectors, or other admins) complete one or more forms (Collect Info steps) as part of a workflow?
How the "Assign Someone" step type and Assignment status in the menu work for data collection by Team members within a workflow
Written by
Stephen Corwin
Updated over a week ago
How can I allow applicants to send out a survey and collect data from multiple people as part of a workflow?
Learn about the CityGrows Survey step and how to use it to collect survey data within each process in a workflow
Written by
Stephen Corwin
Updated over a week ago
Will CityGrows automatically skip steps that are conditionally empty?
The Autoadvance feature allows processes to skip steps that are only required for some applicants
Written by
Catherine Geanuracos
Updated over a week ago
Setting up reviews
How can I ensure that the proper reviews and approvals happen as part of a workflow?
Setting up reviews requirements, adding and removing reviewers, and additional settings including default messages
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
Written by
Catherine Geanuracos
Updated over a week ago
Can I set a default approval or rejection message as part of Review step?
Learn how to set up automatically generated approval or rejection messages
Written by
Catherine Geanuracos
Updated over a week ago
Can I use Review features when the identity of the reviewer changes for each process, or can't be known in advance?
An overview of CityGrows "3rd party review" capabilities and description of when they're useful
Written by
Catherine Geanuracos
Updated over a week ago
Setting up permit and license fee payments and using formulas
How can I add a payment to a workflow to collect a permit or license fee from an applicant?
Learn how to use CityGrows' payment step to collect online credit card payments from applicants, and decide who pays
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
Written by
Catherine Geanuracos
Updated over a week ago
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
Written by
Catherine Geanuracos
Updated over a week ago
Step settings and editing and configuration tips
What settings are available on each step in a CityGrows workflow?
Learn about the customization options for timeframe, email notifications, brief description, and instructions
Written by
Catherine Geanuracos
Updated over a week ago
Copying steps or fields
Use our "copy" tool to easily duplicate complex fields or entire steps
Written by
Catherine Geanuracos
Updated over a week ago
How can I avoid typing in a long list of answers to a multiple choice or checkbox question?
Learn how to upload multiple choice or checkbox response options from a CSV file
Written by
Stephen Corwin
Updated over a week ago
How can I automatically trigger email notifications to applicants and/or admins?
Learn how to customize notifications on any step of your workflows
Written by
Catherine Geanuracos
Updated over a week ago
Workflow settings
How can I make the completion of one workflow dependent on another one?
Learn how to use the Subprocess Power-Up to connect two workflows together
Written by
Catherine Geanuracos
Updated over a week ago
How can I make finding things on the dashboard easier?
Set an Identifier Field for each of your workflows to make navigating your dashboard easier
Written by
Catherine Geanuracos
Updated over a week ago
How do people get a brief overview of a workflow before they start?
Learn how to add a public description to the Start page for your workflow
Written by
Stephen Corwin
Updated over a week ago
How can I help applicants find the answers to common questions about my workflow, without needing to communicate with them directly?
Learn how to set up a FAQ (Frequently Asked Questions) page to make your workflows easy to use. Overview of support settings for admins
Written by
Stephen Corwin
Updated over a week ago
Can I select the image that appears in the header of my workflow?
Customizing the look of your workflow with a banner image
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
Written by
Catherine Geanuracos
Updated over a week ago
Teams, logo and color customization
How are workflows grouped together for administration, government branding, and financial management?
Learn more about CityGrows Teams and how they're useful for transaction management, payout setup, and government branding
Written by
Stephen Corwin
Updated over a week ago
How can I have my government's name and logo show at the upper left of CityGrows workflows?
Learn how to set up your Team and customize team name, colors, logo and public URL
Written by
Catherine Geanuracos
Updated over a week ago
Changing the color of the menu bar
This shows how you can customize the background color on your government's menu bar
Written by
Catherine Geanuracos
Updated over a week ago
PDF exports overview and customization options
How do I control what's included in the PDF/ print record of a process?
Configure Summary Document settings for a workflow for PDF records and printing
Written by
Stephen Corwin
Updated over a week ago
How to create a custom PDF export format for your workflow
Use our advanced document settings to create one custom export format per workflow
Written by
Catherine Geanuracos
Updated over a week ago
Creating a fillable PDF document to use as the basis for a custom document export
Learn how to create a fillable PDF for use in document exports
Written by
Stephen Corwin
Updated over a week ago