Coming Soon: FormAssembly Workflow

Apr 6, 2021 | New Features and Updates, Plans & Services

Launching in 2021, FormAssembly Workflow is a brand new way to create complete, visual data collection and decision processes—no code required. FormAssembly Workflow will allow you to build processes and track the flow of data between people, web forms, and connected services like Salesforce, Stripe, or Google Sheets.

Learn more about this upcoming feature and how to leverage it in your organization.

What will Workflow allow me to do?

Workflow gives you unprecedented control over and visibility into your data collection. With the user-friendly Workflow Builder, you can map out simple or complex processes, combining web forms, emails, integrations, conditional logic, and more into a visual roadmap of tasks and actions.

A few major benefits of Workflow include:

  • Easy Distribution: You can share and start workflows across a variety of media including emails and websites, or provide direct access with FormAssembly-hosted forms.
  • Flexibility: Whether it’s a simple registration process or a complex multi-participant approval workflow, it can all be easily laid out and reviewed in the new Workflow Builder.
  • Integration: Leverage the same powerful FormAssembly integrations you already rely on, such as Salesforce, PayPal, and more in your workflows.

How is Workflow different from the current workflows functionality?

If you’re a current FormAssembly user, you might be familiar with “workflows,” a feature that allows you to create and launch a series of forms that need to be filled out sequentially to accomplish a particular task or purpose. The names may be similar, but Workflow is a far cry from the current functionality. Here are a few major improvements to look forward to:

  • Conditional Paths: We’re making form logic easier than ever, allowing you to move away from older methods of form routing, such as using form redirect URLs.
  • Assignment: You’ll be able to involve multiple participants in a workflow, each with their own forms, to fully implement review and approval processes.
  • Prefill: Improved form prefilling will allow you to selectively share data with reviewers and approvers so they can make decisions while preserving the security and privacy of the data you collect.

How can I use Workflow at my organization?

Workflow can be used for repetitive processes in just about any industry. Where it really excels is helping you improve work processes related to approvals, compliance/auditing, and quality control/prequalification. We’ll walk through a few different scenarios below:

Approval Processes

One common approval-related process is the college application process. Applications are notorious for being long and complicated. Students need to compile a large amount of information, and that information needs to be shared with the right people for review and decision-making. After a decision is made, the student must be informed and other processes, like housing and financial aid, need to be triggered. With a workflow, you can simplify communication so decisions can be made quickly and key stakeholders can stay informed.

Compliance/Audit Trail

Workflow could be used in a variety of industries to handle processes that include a compliance layer and create an audit trail for the company to refer back to at a later time. In this particular example, we’ll examine how Workflow could be used for loan application processes.

Forms could be created by a bank to collect initial loan application information, which could then be routed to a loan manager to make a decision on the loan. At any point during the application, if any of the approvers denied the application, it could then be archived. The finalized loan application could also be configured to gather *e-signatures and additional approvals from other mortgage officials.

Quality Control/Prequalification

Workflow could be used by manufacturing businesses to onboard new suppliers. First, a new supplier would submit an initial onboarding form with details about their company and offerings. A sales manager would review the form and complete their quality control step, returning it back to the supplier for any missing information or clarification as needed, and then send it on to a supervisor and other higher-ranking team members for evaluation and signoff*. If the form needed to be routed to different departments or receive additional signoff based on certain criteria, the sales manager would be able to trigger a certain path in the workflow based on those criteria. This use case could easily be adjusted for any kind of client or partner onboarding process.

*Note: The initial release of Workflow will allow the ability to add one e-signature per form on a workflow.

Who can use Workflow?

Workflow will be available on FormAssembly Enterprise Cloud and above plans.

When will this be available?

Look out for this new feature in 2021. We’ll be rolling it out progressively to new and existing customers. Keep an eye on your FormAssembly account or register for our newsletter at the bottom of our blog to be notified when Workflow launches.

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