video1.0<iframe src="https://www.loom.com/embed/e23920ee659c458795914fc106313e79" frameborder="0" width="2022" height="1516" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15162022Loomhttps://www.loom.com15162022https://cdn.loom.com/sessions/thumbnails/e23920ee659c458795914fc106313e79-00001.gif237.53333333333327Forms & Conditional Logic within WFsHey there, Fred from Hubly here to discuss Hubly's new forms and conditional logic within workflows feature. This feature is designed to standardize client service records and data across your firm, turning key client info into actionable data. It allows you to reflect your client's journey with your firm through accurate workflow completion history and track the success of your key processes from prospecting to account transfers with pinpoint accuracy. In this video, I will show you how to access forms, create form fields, add conditional logic, and demonstrate how it works in a client card. I will also mention the powerful forms report available for those with insight dashboards. Enjoy!