Looping workflows using forms

Create workflows which loop back on themselves for recurring forms.

Sometimes you may want to create a workflow which triggers itself creating a loop. This is easily supported in Carerealm thanks to queued forms.

This is useful for situations like a form that needs to be completed once a day, or reminding staff to complete a recurring form.

Basic looping setup

  1. Create a new form or have an existing one ready

  2. Create a new workflow where the trigger is the specified forms completion

  3. Add optional conditions based on submitter or other form data and/or a wait to pause any actions for a certain amount of time. Your conditions can be easily set to break the loop.

  4. Add your action to queue the same triggering form. This can be assigned to the original submitter, someone else or a whole area

The result of this setup will be a workflow which triggers when a form is completed, queuing the same form in a loop.

Last updated 28 May 2026 · by Alex Cottenham · Suggest a feature or change to this article
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