Rather than adding a form to each workflow individually, you can assign a customisable form to multiple workflows at once. You can do this directly from the form after publishing, or from your customisable forms list.
How to add a form to multiple workflows from the form
After publishing your form, click Add to workflow on the form page.
A list of your workflows will appear. Select the workflows you want to add the form to.
Click Update.
The form is added to the end of each selected workflow.
How to manage workflow assignments from the forms list
Go to Engage > Workflows and create or edit a workflow.
Click Add step and select Customisable form, then click Manage forms.
Find the form you want to manage.
Click the three dots (⋯) menu next to the form.
Select Manage workflows.
Select or deselect workflows as needed, then click Update.
Your customisable forms list also shows which workflows each form is currently assigned to, so you can see at a glance where each form is being used.
What happens next
The form appears as the last step in each workflow you selected. Clients will complete it as part of their Engage request.
If you want to change the position of the form within a workflow, go into that individual workflow and reorder the steps.
Important information
The form is added to the end of each workflow by default. To change its position, open the individual workflow and reorder the steps.
Any changes made to a form apply to all workflows it is assigned to.
You can also add a customisable form to a workflow from Engage > Workflows > Add step > Customisable form.