Workflow Forms
Automated workflows are coming soon. Sign up for early access in the workflows page.
Forms are how data enters your workflows. They let you collect information from users and use it to drive documents, logic, and automation.
Forms are built using a visual editor and require no technical knowledge.
Designing Forms
Forms are created using a drag-and-drop, visual editor.
You can:
- Add text, number, date, and choice fields
- Reorder fields visually
- Configure labels, helper text, and validation
- Preview the form as users will see it
No code or technical knowledge is required.
Using Form Data in Workflows
Once a form is submitted, its fields become available throughout the workflow.
They can be used to:
- Make decisions in logic steps
- Populate documents
- Send personalized emails
- Send data to external systems
Mapping Forms to Documents
Form fields can be mapped directly to document tags using drag and drop.
This allows you to:
- Populate document templates automatically
- Control how values are inserted
- Combine form data with logic or calculations
More advanced transformations are handled using formulas, which we cover separately.
Next Steps
- Read the workflow overview to understand how workflows work
- Learn how to generate and manage workflow documents
- Explore how formulas can be used for calculations and conditions
