Assignments: Automate Ownership and Streamline Form Workflows


Keep submissions moving and eliminate manual handoffs by automatically assigning responses to the right person or team with built-in routing that supports fast follow-up and clear accountability.

Why Automated Assignments Matter

Key Benefits

In fast-paced environments, clear ownership makes all the difference. Assignments reduce delays and confusion by routing form submissions as soon as they arrive.

Human Resources

Assign onboarding forms or benefits questions based on job role or location.

Support

Direct tickets by product type, region, or urgency.

Finance

Distribute expense reports or purchase requests by department.

IT

Send equipment or access requests to the correct internal team.

Healthcare

Route intake forms or care plan updates to the right staff.

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From approval workflows to document generation, we’ve got you covered.

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Built-In Routing, No Manual Work Required

Get Every Response to the Right Person, Automatically

FormAssembly’s Assignments feature lets you define routing rules based on form logic, user roles, or manual admin review, ensuring every response lands where it belongs.

Logic-Based Routing

Automatically assign submissions using fields like department, region, or request type.

Individual or Group Assignments

Route to specific users or shared team inboxes depending on form needs.

Automatic Notifications

Instantly alert assignees via email when they’ve been assigned a new response.

Status Tracking

Monitor assignment status and ensure accountability from submission to resolution

No-Code Setup

Create and update routing rules without developer support

Consistent Workflows

Ensure routing follows established business logic across teams and processes

Why Choose FormAssembly?


Other platforms require bolt-on tools to manage assignments. FormAssembly offers it natively.

  • Full visibility: Track ownership and response status in real time.
  • Flexible logic: Use conditional rules to route based on any field.
  • Secure by design: Supports HIPAA, GDPR, and SOC 2 compliance.
  • Seamless integration: Sync assignments with Salesforce, email, or internal tools.
  • Built for scale: Support global teams, departments, and multi-step processes.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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