---
title: "Create a workflow action based on field data"
slug: "create-a-workflow-action-based-on-field-data"
updated: 2026-09-28T06:23:24Z
published: 2026-09-28T06:23:24Z
canonical: "help.quickbase.com/create-a-workflow-action-based-on-field-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a workflow action based on field data

## Overview

You can create a workflow action that is triggered by user input on a form field.

For example, let's say an inspection form asks users to select *Pass* or *Fail* for each inspected item. An action could be created to automatically send an alert and/or a report to key stakeholders whenever *Fail* is entered.

These conditional workflow actions can help you streamline processes for a variety of use cases:

- **Safety inspections:** A Global Workflow action can be triggered based on a *Safety Checklist* field, automatically notifying the site supervisor if any critical safety issues are identified during the inspection.
- **Quality control:** Global Workflow actions can be triggered based on fields such as *Quality Test Results* or *Defect Codes*. If a product fails a quality test or exhibits specific defects, the workflow action can automatically notify the quality control team, initiate investigations, and generate corrective action requests.
- **Product data analysis:** Global Workflow actions can be triggered based on fields such as *Production Rates*. If production rates deviate from expected values, the workflow action can automatically alert production engineers, trigger diagnostics, and prompt corrective actions.

## How to create workflow actions based on field data

1. Log into the **Portal** and go to **Workflow** > **Global Workflow**.
2. Select **+ New Workflow**.
3. **Name** your workflow.![Screenshot](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/17159914008461?sv=2026-02-06&spr=https&st=2026-10-30T08%3A56%3A12Z&se=2026-10-30T09%3A56%3A12Z&sr=c&sp=r&sig=mbH9rm3x6q6viHs9D7RA6xaQk%2FV3a8wXLU9INhqrJlA%3D)
4. Choose a **specific form** you want to assign this workflow action to or select *Any* to apply it to **all forms** in your account.
5. Specify what actions/integrations should occur based on certain values.
6. In the **Edit Conditions** menu select **Field** and enter the field key that you'd like to apply this workflow action to. Then configure the **value** that will trigger the action.
7. This step determines which field will trigger the Global Workflow action(s) based on user input.

![Screenshot](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/17159914013837?sv=2026-02-06&spr=https&st=2026-10-30T08%3A56%3A12Z&se=2026-10-30T09%3A56%3A12Z&sr=c&sp=r&sig=mbH9rm3x6q6viHs9D7RA6xaQk%2FV3a8wXLU9INhqrJlA%3D) 

After setting up your workflow action(s), we recommend **testing** your form to ensure the actions are working as expected.