Online Forms and Automated Workflows are powerful tools built-in to your intranet, and are indispensable to any organization. Watch the on-demand version of this webinar, presented by Product Manager, Neil Chong-Kit, for Tips & Tricks for Online Forms & Automated Workflows. In the webinar, Neil covers tips, tricks and best practices surrounding Online Forms and Automated Workflows, providing a LIVE demonstration of:
- Showing additional fields with Dynamic Forms
- Creating private fields
- Populating dropdown values from App Builder
- Creating alternative workflow paths
- And more
This blog will provide a brief overview of the topics covered in the webinar. For a more in-depth understanding of Online Forms and Automated Workflows, watch the on-demand version of the webinar.
Dynamic Forms: Additional Fields
Dynamic Forms allow you to prompt users for more information using form triggers. The prompt for additional information is based off a previous selection of information users fill out. For example, when filling out an expense form if the expense is greater than a certain amount (specified by you), you can set up a trigger that will display additional fields based on this amount such as “reason for this amount”.
You also have the option to set these additional fields as “required” so users know they have to fill them out when prompted.
Private Fields on Online Forms are a valuable tool for when more personal information is needed, but you only want authorized users seeing this information. You can add Private Fields onto your form and then select which security group or user(s) can view the fields. An example of this is filling out a New Hire Form, and having to include the new hires salary. To do this without making their salary public knowledge, you can create a Private Field titled “Salary”, and make it only visible to the HR manager. The form will simply not display the salary field to any other individual in the organization.
Populate Dropdown Menus
A drop down list in an Online Form presents a list of options for a user to choose from. Learn how to populate the options from the database, instead of maintaining copies of the same list options across multiple forms, ultimately saving you time.
Alternate Workflow Paths
After a form is submitted, it enters a workflow path. This is where different people, usually approval managers chosen by you, will get notified of the submission so that they can take an action on it. From there, the approval manager can approve or reject the submission. For example, whenever an employee submits a time sheet, a notification will be sent to the HR manager letting them know they need to approve the submission.
With automated workflow triggers, you can select different paths depending on the form. For example, going back to the expense form example from above, an additional level of approval can be made required if an expense claim is over a certain amount.
Online Forms & Automated Workflows
See these features in action in this exclusive Intranet Connections webinar. This webinar will go through each of these features step-by-step and provide you with a better understanding of Online Forms & Automated Workflows with general examples of how our customers utilize these tools. Watch now to see the on-demand version of the Tips & Tricks for Online Forms & Automated Workflows webinar to learn the benefits of these tools and how you can utilize them to their full potential.
If you have any questions regarding Online Forms & Automated Workflows or the webinar, please comment below. I look forward to connecting with you!