Workflow Architecture

Once you're comfortable building basic workflows, it's time to level up.

The Advanced Workflow section is designed for experienced builders who want more control, scalability, and reusability in their workflow designs. These topics go beyond simple form-level automation and explore how to structure logic across forms, kapps, and environments.

What You’ll Learn Here

This section will help you:

• Understand and use Trees, global workflows triggered across your platform
• Loop through dynamic lists of data using Loop Head and Loop Tail
• Apply Joins and Junctions to control how branches converge or sync
• Leverage Sources to define where workflows listen for activity
• Clone and Import workflows to reuse or migrate them across spaces

Who This Is For

You should feel comfortable with:

• Creating workflows from forms
• Adding nodes and connectors
• Using parameters and simple logic

If you’ve already used routines or handled basic deferrals, this section will give you the tools to scale and manage more complex process flows.

What to Explore First

• Understanding Trees
• Looping in Workflows
• Using Sources
• Joins and Junctions
• Cloning and Importing Workflows

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Tip: Think of this section as your workflow architecture toolbox — not every solution needs every tool, but knowing when to use each one will make your processes cleaner, more maintainable, and more scalable.