THE RESULT YOU'RE WORKING TOWARD
Done means it works.
The selected form enters the workflow once and the expected internal action is visible on the test contact.
Practice project: Harbor Demo01 / GET READY
Before you start.
- Platform / editor
- HighLevel sub-account; feature availability varies by account
- Access & plan
- Authorized demo sub-account and relevant user permissions. Calendar, messaging and AI features may require additional plan access or usage charges. No purchase is part of these guides.
- Starting point
- Complete the previous lesson or use an equivalent prepared demo project.
Keep a note of the exact account, project and version you use. Work with demo data and record the expected result before making changes. Never place passwords, verification codes or private customer records in your evidence.
02 / LEARN THE TOOL
Open the official walkthrough.
Use the publisher's instructions and available screenshots to locate the current controls. Then return here for the SETLY exercise and its result checks. These links open on the publisher's website.
- HighLevel: Forms and surveys in the site builder
- HighLevel: Getting started with workflows
- HighLevel: Workflow settings
Source credit belongs to the named publisher. These are external references, not SETLY recordings or a claim of affiliation. Screen names and plan availability can change.
03 / PUT IT INTO PRACTICE
Your task, step by step.
Use one labelled demo record or project so you can find your work again. Finish each action before continuing; if the screen differs, consult the matching official source rather than guessing.
- 01
Step 1
Create a draft workflow named Harbor enquiry intake. Select the form-submission trigger and filter it to Harbor enquiry.
- 02
Step 2
Add an internal assignment or tag action as the first observable outcome. Keep external SMS and email actions disabled during setup.
- 03
Step 3
Save the workflow and inspect its entry settings. Use a unique demo contact for the controlled test so previous enrolment does not confuse the result.
- 04
Step 4
After any required approval to activate the demo test, submit the actual form and inspect the workflow's execution record.
04 / GET UNSTUCK
If something goes wrong.
Start with the likely cause
If nothing happens, compare the submitted form id, trigger filter, activation state and re-entry settings rather than adding unrelated triggers.
My screen is different from the guide
Check the product, editor, account role and selected project first. Open the credited official instructions for your version. Record the difference and pause any action whose effect you cannot verify.
The screen looks correct, but the result is missing
Inspect the saved record, published page or execution log that should prove the action. A preview, success message or draft is not always evidence that data was stored or a message was delivered. Retest with one unique demo value.
05 / PROVE THE RESULT
Check it before you call it done.
The selected form enters the workflow once and the expected internal action is visible on the test contact.
Keep useful evidence
Record the test date, project/version, expected result, observed result and a non-sensitive screenshot or record reference. Mark anything you did not test as untested. Your checkmarks do not certify an untested result.
Download the editable verification checklist ↓Guide status: original written practice exercise with credited external references. SETLY screen recording and independent learner reproduction are not yet complete.