Save an in-progress task form as a Draft to finish later, or let MergePoint hold it automatically if you're offline or a sync fails.
This panel shows task queues for each business process your team is managing — like invoice processing, contact enrichment, or ID verification.
You can manually assign tasks to yourself or others directly from the task list. This keeps work organized, prevents duplication, and ensures everyone knows what they’re responsible for.
MergePoint supports structured task assignment within workflows. Using a combination of sequential execution, parallel logic, and rule-based routing, you can define who handles which task, under what
In many workflows, the responsible user varies by account, region, or task type. MergePoint supports this through the concept of Roles, which allow you to assign steps dynamically—without hardcoding
Automatically catch duplicate tasks with configurable rules, then compare, link, or dismiss candidates before anyone works the same request twice.
How to navigate the visual canvas, add nodes, connect steps, and build your first workflow.
Organize workflows into folders, scan aggregated activity per folder, and switch between relative and absolute timestamps.
How Draft and Live versions work, how to publish a workflow, and how to roll back to a previous version.
How to use the right-pane inspector to configure any node's inputs, outputs, and settings.
How to view past runs, understand run statuses, and inspect each step's inputs and outputs.
Triggers are events that initiate workflows. Every workflow begins with a trigger, making correct configuration essential for reliable automation. Triggers can be event-based, time-based, or interacti
Drag fields from connected tables, workflow step outputs, and global variables straight onto the form canvas, fully wired.
Capture values from a form's URL query string and use them to personalize field text or bind them into session context — no extra fields required.
How Field Extraction mode overlays AI-detected regions on a rendered PDF so reviewers can verify and correct extracted values without leaving the form.
These components allow users to input structured data, write text, review code, or display read-only information inside forms. Each one supports configuration for validation, visibility, width, and ex
Technical reference for Modal, Slideout, and Dropdown overlays — their configuration parameters, behavior, and close events.
Button components enable interactive user actions in your forms—such as submitting data, navigating steps, or triggering workflows. Each button can be styled, configured, and bound to workflow logic u
Displays records from a connected data source in rows and columns, with sorting, filtering, conditional formatting, and click-to-run actions.
Catch node failures and route them to a Success or Error branch — with retries, backoff, and timeout support.
- Text Extraction- Extract structured data from text content
- Intelligent Agents- Conversational AI with immutable core objectives
- Image Analysis- Extract detailed descriptions from images
- Context Processing- Analyze input context for intelligent responses
- Text Classification- Categorize text into predefined groups
Bind any Form Studio field to data from an earlier workflow step, see it shown as a chip on the canvas, and spot a broken binding at a glance.
Build one reusable list of choices for your dropdowns, selects, and radio buttons — typed by hand or pulled live from a table.
Store a value once in your form and reuse it anywhere — in labels, default values, visibility rules, and more.
The same "Variable" type can hold a value that changes as the form runs, or act as a fixed constant you set once.
MergePoint pulls information from connected sources—including documents, databases, synced apps, and workflow outputs—to generate contextual, permission-aware responses. Every response reflects a comb
Use this guide to improve the quality and precision of responses you receive when interacting with MergePoint’s Chat Interface and Knowledge Base.
The two-layer model: roles (identity) and permission sets (access control) — and how they work together.
How to add or remove members from permission sets, and how multiple sets combine.
What a role is, how it differs from access control, and how to set or change it.
How admin capabilities work independently of feature access — and the System super-admin type.
How permission sets work, what product areas they cover, and the access levels available.
Set the languages your whole organization supports once, in Workspace Settings — the mobile app, every form, and every teammate’s personal language setting all draw from this one list.
Support multiple languages on a form with AI-generated translations that stay in sync with the source content.
